Envestnet Portfolio Solutions
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Envestnet Portfolio Solutions’s Central Pacific Financial CPF Stock Holding History

Envestnet Portfolio Solutions’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 		$646K Buy
16,907
+1,874
+12% +$65.1K ﹤0.01% 882
2026
Q1 		$480K Sell
15,033
-1,554
-9% -$50.1K ﹤0.01% 922
2025
Q4 		$517K Sell
16,587
-393
-2% -$11.8K ﹤0.01% 1047
2025
Q3 		$515K Sell
16,980
-842
-5% -$24.7K ﹤0.01% 1018
2025
Q2 		$500K Buy
+17,822
New +$470K ﹤0.01% 1097

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
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
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

Envestnet Portfolio Solutions's CPF Position: Q2 2026 in Review

Envestnet Portfolio Solutions increased its Central Pacific Financial (CPF) stake by 12% in Q2 2026, buying an estimated $65.1K and bringing the position to 16,907 shares worth $646K. The position accounts for ﹤0.01% of the portfolio, ranked #882.

Envestnet Portfolio Solutions first reported a position in CPF in Q2 2025 and has held it in 5 quarters since. 202 funds tracked by Wall St. Rank hold CPF as of Q2 2026.

  • Envestnet Portfolio Solutions held 16,907 shares of Central Pacific Financial worth $646K as of Q2 2026.
  • Envestnet Portfolio Solutions bought 1,874 Central Pacific Financial shares in Q2 2026, an estimated $65.1K.
  • Central Pacific Financial made up ﹤0.01% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #882 holding.
  • Envestnet Portfolio Solutions first reported a position in Central Pacific Financial in Q2 2025 and has held it in 5 quarters since.
  • 202 funds tracked by Wall St. Rank held Central Pacific Financial as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.