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Security National Trust’s Central Pacific Financial CPF Stock Holding History

Security National Trust’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
2021
Q3 		$39K Hold
1,500
– – 0.01% 279
2021
Q2 		$39K Hold
1,500
– – 0.01% 287
2021
Q1 		$40K Buy
+1,500
New +$34.3K 0.01% 281

Other funds holding CPF

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CRM
Cramer Rosenthal McGlynn Stamford, Connecticut $1.98B AUM 60.71% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
GIP
Granite Investment Partners El Segundo, California $1.95B AUM 49.89% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Security National Trust's CPF Position: Q3 2021 in Review

Security National Trust held its Central Pacific Financial (CPF) position steady in Q3 2021 at 1,500 shares worth $39K. The position accounts for 0.01% of the portfolio, ranked #279.

Security National Trust first reported a position in CPF in Q1 2021 and has held it in 3 quarters since. The position peaked at $40K in Q1 2021. 158 funds tracked by Wall St. Rank hold CPF as of Q3 2021.

  • Security National Trust held 1,500 shares of Central Pacific Financial worth $39K as of Q3 2021.
  • Security National Trust left its Central Pacific Financial share count unchanged in Q3 2021.
  • Central Pacific Financial made up 0.01% of Security National Trust's portfolio in Q3 2021, its #279 holding.
  • Security National Trust first reported a position in Central Pacific Financial in Q1 2021 and has held it in 3 quarters since.
  • Security National Trust's Central Pacific Financial position peaked at $40K in Q1 2021.
  • 158 funds tracked by Wall St. Rank held Central Pacific Financial as of Q3 2021.

Based on Security National Trust's 13F filing for Q3 2021, filed 4 Oct 2021.