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Pinnacle Wealth Planning Services’s Central Pacific Financial CPF Stock Holding History

Pinnacle Wealth Planning Services’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 		$92.2K Hold
2,414
– – 0.01% 917
2026
Q1 		$77.2K Buy
2,414
+14
+0.6% +$451 0.01% 957
2025
Q4 		$74.8K Buy
+2,400
New +$72.3K 0.01% 950
2021
Q1 		– Sell
-2,576
Closed -$49K – 698
2020
Q4 		$49K Buy
+2,576
New +$41.9K 0.01% 803

Other funds holding CPF

BlackRock
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
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
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

Pinnacle Wealth Planning Services's CPF Position: Q2 2026 in Review

Pinnacle Wealth Planning Services held its Central Pacific Financial (CPF) position steady in Q2 2026 at 2,414 shares worth $92.2K. The position accounts for 0.01% of the portfolio, ranked #917.

Pinnacle Wealth Planning Services first reported a position in CPF in Q4 2020 and has held it in 4 quarters since. 203 funds tracked by Wall St. Rank hold CPF as of Q2 2026.

  • Pinnacle Wealth Planning Services held 2,414 shares of Central Pacific Financial worth $92.2K as of Q2 2026.
  • Pinnacle Wealth Planning Services left its Central Pacific Financial share count unchanged in Q2 2026.
  • Central Pacific Financial made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #917 holding.
  • Pinnacle Wealth Planning Services first reported a position in Central Pacific Financial in Q4 2020 and has held it in 4 quarters since.
  • 203 funds tracked by Wall St. Rank held Central Pacific Financial as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.