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 Q2	$11.8K	Sell	310 -1,437	-82%	-$49.9K	﹤0.01%	2805
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	–	1989
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 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 Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

EverSource Wealth Advisors's CPF Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Central Pacific Financial (CPF) stake by 82% in Q2 2026, selling an estimated $49.9K and leaving 310 shares worth $11.8K. The position accounts for ﹤0.01% of the portfolio, ranked #2805.

EverSource Wealth Advisors first reported a position in CPF in Q4 2021 and has held it in 10 quarters since. The position peaked at $55.8K in Q1 2026. 202 funds tracked by Wall St. Rank hold CPF as of Q2 2026.

EverSource Wealth Advisors held 310 shares of Central Pacific Financial worth $11.8K as of Q2 2026.
EverSource Wealth Advisors sold 1,437 Central Pacific Financial shares in Q2 2026, an estimated $49.9K.
Central Pacific Financial made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2805 holding.
EverSource Wealth Advisors first reported a position in Central Pacific Financial in Q4 2021 and has held it in 10 quarters since.
EverSource Wealth Advisors's Central Pacific Financial position peaked at $55.8K in Q1 2026.
202 funds tracked by Wall St. Rank held Central Pacific Financial as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.