Physician Wealth Advisors’s Central Pacific Financial CPF Stock Holding History

Physician Wealth 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 Q2	$688	Hold	18	–	–	﹤0.01%	1972
2026 Q1	$576	Hold	18	–	–	﹤0.01%	1869
2025 Q4	$561	Buy	+18	New	+$543	﹤0.01%	1824

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

Physician Wealth Advisors's CPF Position: Q2 2026 in Review

Physician Wealth Advisors held its Central Pacific Financial (CPF) position steady in Q2 2026 at 18 shares worth $688. The position accounts for ﹤0.01% of the portfolio, ranked #1972.

Physician Wealth Advisors first reported a position in CPF in Q4 2025 and has held it in 3 quarters since. 203 funds tracked by Wall St. Rank hold CPF as of Q2 2026.

Physician Wealth Advisors held 18 shares of Central Pacific Financial worth $688 as of Q2 2026.
Physician Wealth Advisors left its Central Pacific Financial share count unchanged in Q2 2026.
Central Pacific Financial made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #1972 holding.
Physician Wealth Advisors first reported a position in Central Pacific Financial in Q4 2025 and has held it in 3 quarters since.
203 funds tracked by Wall St. Rank held Central Pacific Financial as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.