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Root Financial Partners’s Central Pacific Financial CPF Stock Holding History

Root Financial Partners’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 		– Sell
-48
Closed -$1.53K – 1001
2026
Q1 		$1.53K Buy
+48
New +$1.55K ﹤0.01% 2425

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Root Financial Partners's CPF Position: Q2 2026 in Review

Root Financial Partners sold out of Central Pacific Financial (CPF) in Q2 2026, closing a stake of 48 shares — an estimated $1.53K sold.

Root Financial Partners first reported a position in CPF in Q1 2026 and held it in 1 quarter. The position peaked at $1.53K in Q1 2026. 202 funds tracked by Wall St. Rank hold CPF as of Q2 2026.

  • Root Financial Partners reported no remaining Central Pacific Financial position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 48 Central Pacific Financial shares in Q2 2026, an estimated $1.53K.
  • Root Financial Partners first reported a position in Central Pacific Financial in Q1 2026 and held it in 1 quarter.
  • Root Financial Partners's Central Pacific Financial position peaked at $1.53K in Q1 2026.
  • 202 funds tracked by Wall St. Rank held Central Pacific Financial as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.