FCBT
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First Citizens Bank & Trust’s Central Pacific Financial CPF Stock Holding History

First Citizens Bank & Trust’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 		$671K Buy
17,576
+1,864
+12% +$64.8K 0.01% 395
2026
Q1 		$502K Sell
15,712
-1,520
-9% -$49K 0.01% 433
2025
Q4 		$537K Sell
17,232
-417
-2% -$12.6K 0.01% 429
2025
Q3 		$535K Sell
17,649
-842
-5% -$24.7K 0.01% 421
2025
Q2 		$518K Buy
+18,491
New +$487K 0.01% 422
2022
Q2 		– Sell
-8,115
Closed -$227K – 408
2022
Q1 		$227K Sell
8,115
-114
-1% -$3.3K 0.01% 380
2021
Q4 		$232K Sell
8,229
-1,141
-12% -$31.2K 0.01% 377
2021
Q3 		$241K Sell
9,370
-274
-3% -$6.87K 0.01% 358
2021
Q2 		$251K Buy
9,644
+622
+7% +$17.1K 0.01% 342
2021
Q1 		$240K Buy
+9,022
New +$206K 0.01% 347
2020
Q4 		– Sell
-13,510
Closed -$183K – 378
2020
Q3 		$183K Buy
+13,510
New +$204K 0.01% 349
2017
Q2 		– Sell
-7,602
Closed -$232K – 443
2017
Q1 		$232K Sell
7,602
-4,145
-35% -$129K 0.03% 426
2016
Q4 		$369K Sell
11,747
-5,250
-31% -$148K 0.04% 280
2016
Q3 		$428K Sell
16,997
-5,774
-25% -$143K 0.04% 301
2016
Q2 		$537K Sell
22,771
-2,274
-9% -$51.9K 0.05% 256
2016
Q1 		$545K Sell
25,045
-18,610
-43% -$379K 0.05% 248
2015
Q4 		$961K Sell
43,655
-938
-2% -$20.8K 0.07% 206
2015
Q3 		$935K Buy
44,593
+115
+0.3% +$2.53K 0.07% 218
2015
Q2 		$1.06M Buy
+44,478
New +$1.04M 0.07% 220

Other funds holding CPF

CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $984M AUM 34.19% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
CWP
Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
CMA
Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return