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 Q3	$682	Hold	19	–	–	﹤0.01%	4598
2026 Q2	$726	Buy	19 +12	+171%	+$417	﹤0.01%	4598
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	–	2544
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%	3147
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

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return

SummerHaven Investment Management Stamford, Connecticut $179M AUM 57.61% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Summit Global Investments Bountiful, Utah $2.02B AUM 17.87% 1-Year Est. Return

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return

Daytona Street Capital Saint Louis, Missouri $141M AUM 14.38% 1-Year Est. Return

IFP Advisors's CPF Position: Q3 2026 in Review

IFP Advisors held its Central Pacific Financial (CPF) position steady in Q3 2026 at 19 shares worth $682. The position accounts for ﹤0.01% of the portfolio, ranked #4598.

IFP Advisors first reported a position in CPF in Q1 2017 and has held it in 13 quarters since. The position peaked at $5K in Q1 2018. 43 funds tracked by Wall St. Rank hold CPF as of Q3 2026.

IFP Advisors held 19 shares of Central Pacific Financial worth $682 as of Q3 2026.
IFP Advisors left its Central Pacific Financial share count unchanged in Q3 2026.
Central Pacific Financial made up ﹤0.01% of IFP Advisors's portfolio in Q3 2026, its #4598 holding.
IFP Advisors first reported a position in Central Pacific Financial in Q1 2017 and has held it in 13 quarters since.
IFP Advisors's Central Pacific Financial position peaked at $5K in Q1 2018.
43 funds tracked by Wall St. Rank held Central Pacific Financial as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.