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True Wealth Design’s Central Pacific Financial CPF Stock Holding History

True Wealth Design’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 		$1.87K Hold
49
– – ﹤0.01% 1712
2026
Q1 		$1.57K Hold
49
– – ﹤0.01% 1636
2025
Q4 		$1.53K Hold
49
– – ﹤0.01% 1554
2025
Q3 		$1.49K Hold
49
– – ﹤0.01% 1595
2025
Q2 		$1.37K Buy
49
+43
+717% +$1.13K ﹤0.01% 1337
2025
Q1 		$163 Buy
+6
New +$169 ﹤0.01% 2031

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

True Wealth Design's CPF Position: Q2 2026 in Review

True Wealth Design held its Central Pacific Financial (CPF) position steady in Q2 2026 at 49 shares worth $1.87K. The position accounts for ﹤0.01% of the portfolio, ranked #1712.

True Wealth Design first reported a position in CPF in Q1 2025 and has held it in 6 quarters since. 203 funds tracked by Wall St. Rank hold CPF as of Q2 2026.

  • True Wealth Design held 49 shares of Central Pacific Financial worth $1.87K as of Q2 2026.
  • True Wealth Design left its Central Pacific Financial share count unchanged in Q2 2026.
  • Central Pacific Financial made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #1712 holding.
  • True Wealth Design first reported a position in Central Pacific Financial in Q1 2025 and has held it in 6 quarters since.
  • 203 funds tracked by Wall St. Rank held Central Pacific Financial as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.