Farther Finance Advisors’s Central Pacific Financial CPF Stock Holding History

Farther Finance 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	$3.45K	Buy	107 +17	+19%	+$548	﹤0.01%	4682
2025 Q4	$2.8K	Sell	90 -102	-53%	-$3.08K	﹤0.01%	4557
2025 Q3	$5.83K	Buy	192 +9	+5%	+$264	﹤0.01%	3692
2025 Q2	$5.13K	Sell	183 -182	-50%	-$4.79K	﹤0.01%	3347
2025 Q1	$9.85K	Sell	365 -109	-23%	-$3.08K	﹤0.01%	2745
2024 Q4	$13.8K	Buy	474 +36	+8%	+$1.07K	﹤0.01%	2242
2024 Q3	$12.9K	Buy	438 +422	+2,638%	+$10.8K	﹤0.01%	2263
2024 Q2	$343	Hold	16	–	–	﹤0.01%	3363
2024 Q1	$310	Buy	16 +15	+1,500%	+$287	﹤0.01%	3158
2023 Q4	$20	Buy	+1	New	+$17	﹤0.01%	3459

Other funds holding CPF

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

HoldCo Asset Management Fort Lauderdale, Florida $1.34B AUM 28.06% 1-Year Est. Return

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

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 San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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