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Financial Planning Hawaii’s Community Trust Bancorp CTBI Stock Holding History

Financial Planning Hawaii’s Portfolio CTBI Stock Details CTBI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$246K Hold
3,405
– – 0.13% 124
2026
Q1 		$207K Buy
+3,405
New +$207K 0.12% 123

Other funds holding CTBI

CTI
Community Trust & Investment Versailles, Kentucky $1.94B AUM 29.99% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
Universal-Beteiligungs- und Servicegesellschaft
Universal-Beteiligungs- und Servicegesellschaft Frankfurt Am Main, Germany $65.4B AUM 39.83% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
WHCFA
William Howard & Co Financial Advisors Memphis, Tennessee $129M AUM 18.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
EA
Ellsworth Advisors Hudson, Ohio $609M AUM 52.37% 1-Year Est. Return

Financial Planning Hawaii's CTBI Position: Q2 2026 in Review

Financial Planning Hawaii held its Community Trust Bancorp (CTBI) position steady in Q2 2026 at 3,405 shares worth $246K. The position accounts for 0.13% of the portfolio, ranked #124.

Financial Planning Hawaii first reported a position in CTBI in Q1 2026 and has held it in 2 quarters since. 64 funds tracked by Wall St. Rank hold CTBI as of Q2 2026.

  • Financial Planning Hawaii held 3,405 shares of Community Trust Bancorp worth $246K as of Q2 2026.
  • Financial Planning Hawaii left its Community Trust Bancorp share count unchanged in Q2 2026.
  • Community Trust Bancorp made up 0.13% of Financial Planning Hawaii's portfolio in Q2 2026, its #124 holding.
  • Financial Planning Hawaii first reported a position in Community Trust Bancorp in Q1 2026 and has held it in 2 quarters since.
  • 64 funds tracked by Wall St. Rank held Community Trust Bancorp as of Q2 2026.

Based on Financial Planning Hawaii's 13F filing for Q2 2026, filed 23 Jul 2026.