EWA
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EverSource Wealth Advisors’s Central Pacific Financial CPF Stock Holding History

EverSource Wealth Advisors’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
Q1 		$55.8K Buy
1,747
+5
+0.3% +$161 ﹤0.01% 1807
2025
Q4 		$54.3K Buy
1,742
+567
+48% +$17.1K ﹤0.01% 1692
2025
Q3 		$35.6K Hold
1,175
– – ﹤0.01% 1953
2025
Q2 		$32.9K Buy
1,175
+1,174
+117,400% +$30.9K ﹤0.01% 1915
2025
Q1 		$27 Sell
1
-23
-96% -$649 ﹤0.01% 3952
2024
Q4 		$697 Buy
+24
New +$714 ﹤0.01% 3083
2022
Q3 		– Sell
-70
Closed -$2K – 1990
2022
Q2 		$2K Hold
70
– – ﹤0.01% 1481
2022
Q1 		$2K Hold
70
– – ﹤0.01% 1502
2021
Q4 		$2K Buy
+70
New +$1.92K ﹤0.01% 1522

Other funds holding CPF

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
HAM
HoldCo Asset Management Fort Lauderdale, Florida $1.34B AUM 28.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
BCM
Basswood Capital Management New York $1.96B AUM 19.53% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return