GAMMA Investing’s Central Pacific Financial CPF Stock Holding History

GAMMA Investing’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	$151K	Buy	3,952 +844	+27%	+$29.3K	0.01%	1497
2026 Q1	$99.3K	Buy	3,108 +592	+24%	+$19.1K	﹤0.01%	1684
2025 Q4	$78.4K	Buy	2,516 +167	+7%	+$5.03K	﹤0.01%	1747
2025 Q3	$71.3K	Buy	2,349 +162	+7%	+$4.74K	﹤0.01%	1754
2025 Q2	$61.3K	Buy	2,187 +550	+34%	+$14.5K	﹤0.01%	1795
2025 Q1	$44.3K	Buy	1,637 +222	+16%	+$6.26K	﹤0.01%	1877
2024 Q4	$41.1K	Buy	1,415 +81	+6%	+$2.41K	﹤0.01%	1813
2024 Q3	$39.4K	Buy	1,334 +32	+2%	+$822	﹤0.01%	1666
2024 Q2	$27.6K	Buy	1,302 +311	+31%	+$6.28K	﹤0.01%	1644
2024 Q1	$19.6K	Buy	991 +74	+8%	+$1.42K	﹤0.01%	1662
2023 Q4	$17.7K	Buy	+917	New	+$16K	﹤0.01%	1581

Other funds holding CPF

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Central Pacific Bank - Trust Division Honolulu, Hawaii $984M AUM 34.19% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return