Steward Partners Investment Advisory’s Central Pacific Financial CPF Stock Holding History

Steward Partners Investment Advisory’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	$5.95K	Buy	+156	New	+$5.42K	﹤0.01%	3906
2018 Q4	–	Sell	-68	Closed	-$2K	–	1018
2018 Q3	$2K	Buy	+68	New	+$1.93K	﹤0.01%	2352
2017 Q2	–	Sell	-126	Closed	-$3K	–	1632
2017 Q1	$3K	Buy	+126	New	+$3.91K	﹤0.01%	1217

Other funds holding CPF

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 Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Steward Partners Investment Advisory's CPF Position: Q2 2026 in Review

Steward Partners Investment Advisory opened a new position in Central Pacific Financial (CPF) in Q2 2026: 156 shares worth $5.95K. The stake represents ﹤0.01% of the portfolio and ranks #3906 among its holdings. This is a return to the name: Steward Partners Investment Advisory previously reported a position in CPF as recently as Q3 2018.

Steward Partners Investment Advisory first reported a position in CPF in Q1 2017 and has held it in 3 quarters since. 202 funds tracked by Wall St. Rank hold CPF as of Q2 2026.

Steward Partners Investment Advisory held 156 shares of Central Pacific Financial worth $5.95K as of Q2 2026.
Central Pacific Financial was a new Steward Partners Investment Advisory position in Q2 2026.
Central Pacific Financial made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #3906 holding.
Steward Partners Investment Advisory first reported a position in Central Pacific Financial in Q1 2017 and has held it in 3 quarters since.
202 funds tracked by Wall St. Rank held Central Pacific Financial as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.