Spire Wealth Management’s Central Pacific Financial CPF Stock Holding History

Spire Wealth Management’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	$3.36K	Hold	88	–	–	﹤0.01%	1903
2026 Q1	$2.81K	Hold	88	–	–	﹤0.01%	1973
2025 Q4	$2.74K	Hold	88	–	–	﹤0.01%	2036
2025 Q3	$2.67K	Hold	88	–	–	﹤0.01%	2103
2025 Q2	$2.47K	Hold	88	–	–	﹤0.01%	2136
2025 Q1	$2.38K	Hold	88	–	–	﹤0.01%	2246
2024 Q4	$2.56K	Hold	88	–	–	﹤0.01%	2197
2024 Q3	$2.6K	Hold	88	–	–	﹤0.01%	1950
2024 Q2	$1.87K	Buy	88 +26	+42%	+$525	﹤0.01%	2018
2024 Q1	$1.23K	Buy	62 +2	+3%	+$38	﹤0.01%	2177
2023 Q4	$1.14K	Buy	+60	New	+$1.05K	﹤0.01%	2244

Other funds holding CPF

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Central Pacific Bank - Trust Division Honolulu, Hawaii $984M AUM 34.19% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return

Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return