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IFP Advisors’s Central Pacific Financial CPF Stock Holding History

IFP 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 		$224 Hold
7
– – ﹤0.01% 4601
2025
Q4 		$218 Hold
7
– – ﹤0.01% 4464
2025
Q3 		$212 Buy
+7
New +$205 ﹤0.01% 4387
2025
Q2 		– Hold
0
– – – 3998
2025
Q1 		– Hold
0
– – – 3548
2024
Q4 		– Hold
0
– – – 3517
2019
Q1 		– Sell
-102
Closed -$2K – 2547
2018
Q4 		$2K Buy
102
+1
+1% +$26 ﹤0.01% 3133
2018
Q3 		$3K Hold
101
– – ﹤0.01% 3392
2018
Q2 		$3K Sell
101
-79
-44% -$2.34K ﹤0.01% 3460
2018
Q1 		$5K Hold
180
– – ﹤0.01% 3146
2017
Q4 		$5K Buy
180
+67
+59% +$2.09K ﹤0.01% 3193
2017
Q3 		$4K Hold
113
– – ﹤0.01% 3488
2017
Q2 		$4K Buy
113
+80
+242% +$2.48K ﹤0.01% 3487
2017
Q1 		$1K Buy
+33
New +$1.02K ﹤0.01% 3776

Other funds holding CPF

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
HAM
HoldCo Asset Management Fort Lauderdale, Florida $1.34B AUM 28.06% 1-Year Est. Return
State Street
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
VCM
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
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
BCM
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