Root Financial Partners
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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
Q3 		$2.48K Buy
+69
New +$2.63K ﹤0.01% 2543
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: Q3 2026 in Review

Root Financial Partners opened a new position in Central Pacific Financial (CPF) in Q3 2026: 69 shares worth $2.48K. The stake represents ﹤0.01% of the portfolio and ranks #2543 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in CPF as recently as Q1 2026.

Root Financial Partners first reported a position in CPF in Q1 2026 and has held it in 2 quarters since. 161 funds tracked by Wall St. Rank hold CPF as of Q3 2026.

  • Root Financial Partners held 69 shares of Central Pacific Financial worth $2.48K as of Q3 2026.
  • Central Pacific Financial was a new Root Financial Partners position in Q3 2026.
  • Central Pacific Financial made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #2543 holding.
  • Root Financial Partners first reported a position in Central Pacific Financial in Q1 2026 and has held it in 2 quarters since.
  • 161 funds tracked by Wall St. Rank held Central Pacific Financial as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.