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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
Q3 		$1.76K Hold
49
– – ﹤0.01% 1726
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

CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
B
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

True Wealth Design's CPF Position: Q3 2026 in Review

True Wealth Design held its Central Pacific Financial (CPF) position steady in Q3 2026 at 49 shares worth $1.76K. The position accounts for ﹤0.01% of the portfolio, ranked #1726.

True Wealth Design first reported a position in CPF in Q1 2025 and has held it in 7 quarters since. The position peaked at $1.87K in Q2 2026. 14 funds tracked by Wall St. Rank hold CPF as of Q3 2026.

  • True Wealth Design held 49 shares of Central Pacific Financial worth $1.76K as of Q3 2026.
  • True Wealth Design left its Central Pacific Financial share count unchanged in Q3 2026.
  • Central Pacific Financial made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #1726 holding.
  • True Wealth Design first reported a position in Central Pacific Financial in Q1 2025 and has held it in 7 quarters since.
  • True Wealth Design's Central Pacific Financial position peaked at $1.87K in Q2 2026.
  • 14 funds tracked by Wall St. Rank held Central Pacific Financial as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.