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Twin Peaks Wealth Advisors’s Central Pacific Financial CPF Stock Holding History

Twin Peaks Wealth Advisors’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 		– Sell
-38
Closed -$1.21K – 644
2026
Q1 		$1.21K Buy
+38
New +$1.23K ﹤0.01% 1854
2025
Q3 		– Sell
-38
Closed -$1.06K – 569
2025
Q2 		$1.06K Buy
+38
New +$1K ﹤0.01% 1759

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

Twin Peaks Wealth Advisors's CPF Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of Central Pacific Financial (CPF) in Q2 2026, closing a stake of 38 shares — an estimated $1.21K sold.

Twin Peaks Wealth Advisors first reported a position in CPF in Q2 2025 and held it in 2 quarters. The position peaked at $1.21K in Q1 2026. 202 funds tracked by Wall St. Rank hold CPF as of Q2 2026.

  • Twin Peaks Wealth Advisors reported no remaining Central Pacific Financial position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 38 Central Pacific Financial shares in Q2 2026, an estimated $1.21K.
  • Twin Peaks Wealth Advisors first reported a position in Central Pacific Financial in Q2 2025 and held it in 2 quarters.
  • Twin Peaks Wealth Advisors's Central Pacific Financial position peaked at $1.21K in Q1 2026.
  • 202 funds tracked by Wall St. Rank held Central Pacific Financial as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.