CCM
CPF icon

Coldstream Capital Management’s Central Pacific Financial CPF Stock Holding History

Coldstream Capital Management’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
Q2 		– Sell
-2,887
Closed -$78.1K – 1604
2025
Q1 		$78.1K Buy
+2,887
New +$81.4K ﹤0.01% 1479

Other funds holding CPF

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

Coldstream Capital Management's CPF Position: Q2 2025 in Review

Coldstream Capital Management sold out of Central Pacific Financial (CPF) in Q2 2025, closing a stake of 2,887 shares — an estimated $78.1K sold.

Coldstream Capital Management first reported a position in CPF in Q1 2025 and held it in 1 quarter. The position peaked at $78.1K in Q1 2025. 189 funds tracked by Wall St. Rank hold CPF as of Q2 2025.

  • Coldstream Capital Management reported no remaining Central Pacific Financial position as of Q2 2025 after selling out during the quarter.
  • Coldstream Capital Management sold 2,887 Central Pacific Financial shares in Q2 2025, an estimated $78.1K.
  • Coldstream Capital Management first reported a position in Central Pacific Financial in Q1 2025 and held it in 1 quarter.
  • Coldstream Capital Management's Central Pacific Financial position peaked at $78.1K in Q1 2025.
  • 189 funds tracked by Wall St. Rank held Central Pacific Financial as of Q2 2025.

Based on Coldstream Capital Management's 13F filing for Q2 2025, filed 12 Aug 2025.