Central Pacific Bank - Trust Division’s Central Pacific Financial CPF Stock Holding History

Central Pacific Bank - Trust Division’s Portfolio CPF Stock Details CPF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$39.1K	Sell	1,023 -5,886	-85%	-$205K	﹤0.01%	652
2026 Q1	$221K	Hold	6,909	–	–	0.03%	435
2025 Q4	$215K	Hold	6,909	–	–	0.03%	428
2025 Q3	$210K	Hold	6,909	–	–	0.03%	433
2025 Q2	$194K	Hold	6,909	–	–	0.02%	441
2025 Q1	$187K	Hold	6,909	–	–	0.03%	453
2024 Q4	$201K	Hold	6,909	–	–	0.03%	442
2024 Q3	$204K	Hold	6,909	–	–	0.03%	449
2024 Q2	$146K	Hold	6,909	–	–	0.02%	599
2024 Q1	$134K	Buy	+6,909	New	+$132K	0.02%	622

Other funds holding CPF

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return