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Clearstead Advisors’s Central Pacific Financial CPF Stock Holding History

Clearstead Advisors’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 		$344 Buy
+9
New +$313 ﹤0.01% 3038

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State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
BCM
Basswood Capital Management New York $2.51B AUM 26.71% 1-Year Est. Return

Clearstead Advisors's CPF Position: Q2 2026 in Review

Clearstead Advisors opened a new position in Central Pacific Financial (CPF) in Q2 2026: 9 shares worth $344. The stake represents ﹤0.01% of the portfolio and ranks #3038 among its holdings.

202 funds tracked by Wall St. Rank hold CPF as of Q2 2026.

  • Clearstead Advisors held 9 shares of Central Pacific Financial worth $344 as of Q2 2026.
  • Central Pacific Financial was a new Clearstead Advisors position in Q2 2026.
  • Central Pacific Financial made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #3038 holding.
  • 202 funds tracked by Wall St. Rank held Central Pacific Financial as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.