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Clearstead Trust’s Central Pacific Financial CPF Stock Holding History

Clearstead Trust’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
2025
Q4 		– Sell
-11
Closed -$334 – 1120
2025
Q3 		$334 Hold
11
– – ﹤0.01% 1439
2025
Q2 		$309 Buy
+11
New +$290 ﹤0.01% 1425

Other funds holding CPF

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
HAM
HoldCo Asset Management Fort Lauderdale, Florida $1.56B AUM 45.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
BCM
Basswood Capital Management New York $2.51B AUM 26.71% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Clearstead Trust's CPF Position: Q4 2025 in Review

Clearstead Trust sold out of Central Pacific Financial (CPF) in Q4 2025, closing a stake of 11 shares — an estimated $334 sold.

Clearstead Trust first reported a position in CPF in Q2 2025 and held it in 2 quarters. The position peaked at $334 in Q3 2025. 188 funds tracked by Wall St. Rank hold CPF as of Q4 2025.

  • Clearstead Trust reported no remaining Central Pacific Financial position as of Q4 2025 after selling out during the quarter.
  • Clearstead Trust sold 11 Central Pacific Financial shares in Q4 2025, an estimated $334.
  • Clearstead Trust first reported a position in Central Pacific Financial in Q2 2025 and held it in 2 quarters.
  • Clearstead Trust's Central Pacific Financial position peaked at $334 in Q3 2025.
  • 188 funds tracked by Wall St. Rank held Central Pacific Financial as of Q4 2025.

Based on Clearstead Trust's 13F filing for Q4 2025, filed 9 Feb 2026.