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

Central Pacific Bank - Trust Division’s Portfolio LPLA Stock Details LPLA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$376K Hold
1,230
– – 0.04% 343
2026
Q2 		$346K Buy
1,230
+50
+4% +$15K 0.04% 367
2026
Q1 		$355K Sell
1,180
-1,744
-60% -$585K 0.05% 344
2025
Q4 		$1.04M Buy
2,924
+44
+2% +$15.6K 0.13% 166
2025
Q3 		$958K Sell
2,880
-607
-17% -$220K 0.12% 188
2025
Q2 		$1.31M Buy
3,487
+1,090
+45% +$382K 0.17% 137
2025
Q1 		$784K Buy
2,397
+1,833
+325% +$638K 0.11% 191
2024
Q4 		$184K Buy
564
+318
+129% +$94K 0.02% 476
2024
Q3 		$57.2K Sell
246
-26
-10% -$5.86K 0.01% 630
2024
Q2 		$76K Hold
272
– – 0.01% 697
2024
Q1 		$72.5K Buy
+272
New +$68.7K 0.01% 700

Other funds holding LPLA

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.11B AUM 38.38% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
BAM
Bell Asset Management Melbourne, Australia $277M AUM 2.32% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
VWM
Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Central Pacific Bank - Trust Division's LPLA Position: Q3 2026 in Review

Central Pacific Bank - Trust Division held its LPL Financial (LPLA) position steady in Q3 2026 at 1,230 shares worth $376K. The position accounts for 0.04% of the portfolio, ranked #343.

Central Pacific Bank - Trust Division first reported a position in LPLA in Q1 2024 and has held it in 11 quarters since. The position peaked at $1.31M in Q2 2025. 25 funds tracked by Wall St. Rank hold LPLA as of Q3 2026.

  • Central Pacific Bank - Trust Division held 1,230 shares of LPL Financial worth $376K as of Q3 2026.
  • Central Pacific Bank - Trust Division left its LPL Financial share count unchanged in Q3 2026.
  • LPL Financial made up 0.04% of Central Pacific Bank - Trust Division's portfolio in Q3 2026, its #343 holding.
  • Central Pacific Bank - Trust Division first reported a position in LPL Financial in Q1 2024 and has held it in 11 quarters since.
  • Central Pacific Bank - Trust Division's LPL Financial position peaked at $1.31M in Q2 2025.
  • 25 funds tracked by Wall St. Rank held LPL Financial as of Q3 2026.

Based on Central Pacific Bank - Trust Division's 13F filing for Q3 2026, filed 6 Oct 2026.