Physician Wealth Advisors
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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
Q3 		$647 Hold
18
– – ﹤0.01% 2108
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

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Physician Wealth Advisors's CPF Position: Q3 2026 in Review

Physician Wealth Advisors held its Central Pacific Financial (CPF) position steady in Q3 2026 at 18 shares worth $647. The position accounts for ﹤0.01% of the portfolio, ranked #2108.

Physician Wealth Advisors first reported a position in CPF in Q4 2025 and has held it in 4 quarters since. The position peaked at $688 in Q2 2026. 125 funds tracked by Wall St. Rank hold CPF as of Q3 2026.

  • Physician Wealth Advisors held 18 shares of Central Pacific Financial worth $647 as of Q3 2026.
  • Physician Wealth Advisors left its Central Pacific Financial share count unchanged in Q3 2026.
  • Central Pacific Financial made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q3 2026, its #2108 holding.
  • Physician Wealth Advisors first reported a position in Central Pacific Financial in Q4 2025 and has held it in 4 quarters since.
  • Physician Wealth Advisors's Central Pacific Financial position peaked at $688 in Q2 2026.
  • 125 funds tracked by Wall St. Rank held Central Pacific Financial as of Q3 2026.

Based on Physician Wealth Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.