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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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
HAM
HoldCo Asset Management Fort Lauderdale, Florida $1.56B AUM 45.42% 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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
BCM
Basswood Capital Management New York $2.51B AUM 26.71% 1-Year Est. Return

Spire Wealth Management's CPF Position: Q2 2026 in Review

Spire Wealth Management held its Central Pacific Financial (CPF) position steady in Q2 2026 at 88 shares worth $3.36K. The position accounts for ﹤0.01% of the portfolio, ranked #1903.

Spire Wealth Management first reported a position in CPF in Q4 2023 and has held it in 11 quarters since. 203 funds tracked by Wall St. Rank hold CPF as of Q2 2026.

  • Spire Wealth Management held 88 shares of Central Pacific Financial worth $3.36K as of Q2 2026.
  • Spire Wealth Management left its Central Pacific Financial share count unchanged in Q2 2026.
  • Central Pacific Financial made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #1903 holding.
  • Spire Wealth Management first reported a position in Central Pacific Financial in Q4 2023 and has held it in 11 quarters since.
  • 203 funds tracked by Wall St. Rank held Central Pacific Financial as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.