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 Q1	$1.53K	Buy	+48	New	+$1.55K	﹤0.01%	2425

Other funds holding CPF

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

HAM

HoldCo Asset Management Fort Lauderdale, Florida $1.34B AUM 28.06% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

BCM

Basswood Capital Management New York $2.12B AUM 19.53% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Root Financial Partners's CPF Position: Q1 2026 in Review

Root Financial Partners opened a new position in Central Pacific Financial (CPF) in Q1 2026: 48 shares worth $1.53K. The stake represents ﹤0.01% of the portfolio and ranks #2425 among its holdings.

199 funds tracked by Wall St. Rank hold CPF as of Q1 2026.

Root Financial Partners held 48 shares of Central Pacific Financial worth $1.53K as of Q1 2026.
Central Pacific Financial was a new Root Financial Partners position in Q1 2026.
Central Pacific Financial made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #2425 holding.
199 funds tracked by Wall St. Rank held Central Pacific Financial as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.