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Wealthspire Advisors (New York)’s Central Pacific Financial CPF Stock Holding History

Wealthspire Advisors (New York)’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
2025
Q4 		– Sell
-239
Closed -$7.25K – 1416
2025
Q3 		$7.25K Buy
+239
New +$7K ﹤0.01% 2180

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American Century Companies
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BCM
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LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Wealthspire Advisors (New York)'s CPF Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Central Pacific Financial (CPF) in Q4 2025, closing a stake of 239 shares — an estimated $7.25K sold.

Wealthspire Advisors (New York) first reported a position in CPF in Q3 2025 and held it in 1 quarter. The position peaked at $7.25K in Q3 2025. 188 funds tracked by Wall St. Rank hold CPF as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Central Pacific Financial position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 239 Central Pacific Financial shares in Q4 2025, an estimated $7.25K.
  • Wealthspire Advisors (New York) first reported a position in Central Pacific Financial in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s Central Pacific Financial position peaked at $7.25K in Q3 2025.
  • 188 funds tracked by Wall St. Rank held Central Pacific Financial as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.