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Congress Asset Management’s Central Pacific Financial CPF Stock Holding History

Congress Asset 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
2026
Q3 		$9.03M Buy
251,467
+10,314
+4% +$393K 0.06% 234
2026
Q2 		$9.21M Buy
+241,153
New +$8.38M 0.06% 222

Other funds holding CPF

HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
B
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

Congress Asset Management's CPF Position: Q3 2026 in Review

Congress Asset Management increased its Central Pacific Financial (CPF) stake by 4.3% in Q3 2026, buying an estimated $393K and bringing the position to 251,467 shares worth $9.03M. The position accounts for 0.06% of the portfolio, ranked #234.

Congress Asset Management first reported a position in CPF in Q2 2026 and has held it in 2 quarters since. The position peaked at $9.21M in Q2 2026. 14 funds tracked by Wall St. Rank hold CPF as of Q3 2026.

  • Congress Asset Management held 251,467 shares of Central Pacific Financial worth $9.03M as of Q3 2026.
  • Congress Asset Management bought 10,314 Central Pacific Financial shares in Q3 2026, an estimated $393K.
  • Central Pacific Financial made up 0.06% of Congress Asset Management's portfolio in Q3 2026, its #234 holding.
  • Congress Asset Management first reported a position in Central Pacific Financial in Q2 2026 and has held it in 2 quarters since.
  • Congress Asset Management's Central Pacific Financial position peaked at $9.21M in Q2 2026.
  • 14 funds tracked by Wall St. Rank held Central Pacific Financial as of Q3 2026.

Based on Congress Asset Management's 13F filing for Q3 2026, filed 6 Oct 2026.