Integrated Wealth Concepts’s Central Pacific Financial CPF Stock Holding History

Integrated Wealth Concepts’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	$34.3K	Buy	+898	New	+$31.2K	﹤0.01%	3673

Other funds holding CPF

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

HAM

HoldCo Asset Management Fort Lauderdale, Florida $1.56B AUM 45.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

BCM

Basswood Capital Management New York $2.51B AUM 26.71% 1-Year Est. Return

Integrated Wealth Concepts's CPF Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in Central Pacific Financial (CPF) in Q2 2026: 898 shares worth $34.3K. The stake represents ﹤0.01% of the portfolio and ranks #3673 among its holdings.

202 funds tracked by Wall St. Rank hold CPF as of Q2 2026.

Integrated Wealth Concepts held 898 shares of Central Pacific Financial worth $34.3K as of Q2 2026.
Central Pacific Financial was a new Integrated Wealth Concepts position in Q2 2026.
Central Pacific Financial made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #3673 holding.
202 funds tracked by Wall St. Rank held Central Pacific Financial as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.