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 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

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return

FWP

Family Wealth Partners Matthews, North Carolina $326M AUM 17.3% 1-Year Est. Return

FVWA

Foster Victor Wealth Advisors Greenville, South Carolina $1.9B AUM 24.46% 1-Year Est. Return

KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return

TCM

Tran Capital Management San Rafael, California $869M AUM 52.91% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

YIH

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

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Central Pacific Bank - Trust Division's LPLA Position: Q2 2026 in Review

Central Pacific Bank - Trust Division increased its LPL Financial (LPLA) stake by 4.2% in Q2 2026, buying an estimated $15K and bringing the position to 1,230 shares worth $346K. The position accounts for 0.04% of the portfolio, ranked #367.

Central Pacific Bank - Trust Division first reported a position in LPLA in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.31M in Q2 2025. 126 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

Central Pacific Bank - Trust Division held 1,230 shares of LPL Financial worth $346K as of Q2 2026.
Central Pacific Bank - Trust Division bought 50 LPL Financial shares in Q2 2026, an estimated $15K.
LPL Financial made up 0.04% of Central Pacific Bank - Trust Division's portfolio in Q2 2026, its #367 holding.
Central Pacific Bank - Trust Division first reported a position in LPL Financial in Q1 2024 and has held it in 10 quarters since.
Central Pacific Bank - Trust Division's LPL Financial position peaked at $1.31M in Q2 2025.
126 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on Central Pacific Bank - Trust Division's 13F filing for Q2 2026, filed 7 Jul 2026.