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Essential Partners’s Central Pacific Financial CPF Stock Holding History

Essential Partners’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 		$1.44K Hold
40
– – ﹤0.01% 2048
2026
Q2 		$1.53K Sell
40
-179
-82% -$6.22K ﹤0.01% 2079
2026
Q1 		$7K Buy
219
+1
+0.5% +$32 ﹤0.01% 1416
2025
Q4 		$6.79K Buy
218
+2
+0.9% +$60 ﹤0.01% 1308
2025
Q3 		$6.55K Buy
216
+35
+19% +$1.02K ﹤0.01% 1320
2025
Q2 		$5.07K Buy
+181
New +$4.77K ﹤0.01% 1049

Other funds holding CPF

CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
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

Essential Partners's CPF Position: Q3 2026 in Review

Essential Partners held its Central Pacific Financial (CPF) position steady in Q3 2026 at 40 shares worth $1.44K. The position accounts for ﹤0.01% of the portfolio, ranked #2048.

Essential Partners first reported a position in CPF in Q2 2025 and has held it in 6 quarters since. The position peaked at $7K in Q1 2026. 14 funds tracked by Wall St. Rank hold CPF as of Q3 2026.

  • Essential Partners held 40 shares of Central Pacific Financial worth $1.44K as of Q3 2026.
  • Essential Partners left its Central Pacific Financial share count unchanged in Q3 2026.
  • Central Pacific Financial made up ﹤0.01% of Essential Partners's portfolio in Q3 2026, its #2048 holding.
  • Essential Partners first reported a position in Central Pacific Financial in Q2 2025 and has held it in 6 quarters since.
  • Essential Partners's Central Pacific Financial position peaked at $7K in Q1 2026.
  • 14 funds tracked by Wall St. Rank held Central Pacific Financial as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.