Filing Research | CPF - Central Pacific Financial Corp. Institutional Holdings

Snapshot holdings

35 / 35 loaded

#		Instrument	quantity
1	CONGRESS ASSET MANAGEMENT CO	Shares	241.2KSH	$9.2M
2	Y-Intercept (Hong Kong) Ltd	Shares	28.0KSH	$1.1M
3	Hennion & Walsh Asset Management, Inc.	Shares	27.7KSH	$1.1M
4	SummerHaven Investment Management, LLC	Shares	25.6KSH	$978.4K
5	Mirae Asset Global Investments Co., Ltd.	Shares	21.8KSH	$833.1K
6	FIRST CITIZENS BANK & TRUST CO	Shares	17.6KSH	$671.4K
7	Envestnet Portfolio Solutions, Inc.	Shares	16.9KSH	$645.8K
8	Louisiana State Employees Retirement System	Shares	11.4KSH	$435.5K
9	Police & Firemen's Retirement System of New Jersey	Shares	7.7KSH	$294.7K
10	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	6.5KSH	$247.5K
11	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	6.2KSH	$236.4K
12	GAMMA Investing LLC	Shares	4.0KSH	$151.0K
13	SBI Securities Co., Ltd.	Shares	1.4KSH	$53.1K
14	Central Pacific Bank - Trust Division	Shares	1.0KSH	$39.1K
15	MassMutual Private Wealth & Trust, FSB	Shares	1.0KSH	$38.5K
16	Versant Capital Management, Inc	Shares	857SH	$32.7K
17	Curated Wealth Partners LLC	Shares	25.0KSH	$28.0K
18	SIGNATUREFD, LLC	Shares	476SH	$18.2K
19	EverSource Wealth Advisors, LLC	Shares	310SH	$11.8K
20	SJS Investment Consulting Inc.	Shares	122SH	$4.7K
21	Spire Wealth Management	Shares	88SH	$3.4K
22	Cedar Mountain Advisors, LLC	Shares	60SH	$2.3K
23	Farther Finance Advisors, LLC	Shares	58SH	$2.2K
24	True Wealth Design, LLC	Shares	49SH	$1.9K
25	IFP Advisors, Inc	Shares	19SH	$726
26	FARMERS & MERCHANTS INVESTMENTS INC	Shares	18SH	$688
27	Physician Wealth Advisors, Inc.	Shares	18SH	$688
28	State of Alaska, Department of Revenue	Shares	12.5KSH	$477
29	GILPIN WEALTH MANAGEMENT, LLC	Shares	9SH	$344
30	AMALGAMATED BANK	Shares	7.0KSH	$268
31	NEW YORK STATE TEACHERS RETIREMENT SYSTEM	Shares	5.2KSH	$199
32	Davis Capital Management	Shares	3SH	$115
33	GHP Investment Advisors, Inc.	Shares	1SH	$39
34	ARCADIA INVESTMENT ADVISORS LLC	Shares	0SH	$7
35	Capital Advisors, Ltd. LLC	Shares	38SH	$1

Manager changes2026-06-30 vs 2026-03-31

36 / 36 loaded

#		Instrument
1	CONGRESS ASSET MANAGEMENT CO new	Shares	+241.2K	+$9.2M	$9.2M
2	Hennion & Walsh Asset Management, Inc. added	Shares	+13.5K	+$604.4K	$1.1M
3	Mirae Asset Global Investments Co., Ltd. added	Shares	+3.4K	+$243.2K	$833.1K
4	FIRST CITIZENS BANK & TRUST CO added	Shares	+1.9K	+$169.2K	$671.4K
5	Envestnet Portfolio Solutions, Inc. added	Shares	+1.9K	+$165.4K	$645.8K
6	SummerHaven Investment Management, LLC unchanged	Shares	0	+$159.8K	$978.4K
7	Louisiana State Employees Retirement System trimmed	Shares	-300	+$61.5K	$435.5K
8	GAMMA Investing LLC added	Shares	+844	+$51.6K	$151.0K
9	Police & Firemen's Retirement System of New Jersey unchanged	Shares	0	+$48.1K	$294.7K
10	Curated Wealth Partners LLC new	Shares	+25.0K	+$28.0K	$28.0K
11	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS trimmed	Shares	-333	+$28.0K	$236.4K
12	YOUSIF CAPITAL MANAGEMENT, LLC trimmed	Shares	-570	+$22.2K	$247.5K
13	SBI Securities Co., Ltd. added	Shares	+10	+$9.0K	$53.1K
14	MassMutual Private Wealth & Trust, FSB added	Shares	+74	+$8.7K	$38.5K
15	Versant Capital Management, Inc trimmed	Shares	-13	+$4.9K	$32.7K
16	SJS Investment Consulting Inc. new	Shares	+122	+$4.7K	$4.7K
17	SIGNATUREFD, LLC unchanged	Shares	0	+$3.0K	$18.2K
18	Spire Wealth Management unchanged	Shares	0	+$550	$3.4K
19	IFP Advisors, Inc added	Shares	+12	+$502	$726
20	Cedar Mountain Advisors, LLC unchanged	Shares	0	+$374	$2.3K
21	True Wealth Design, LLC unchanged	Shares	0	+$305	$1.9K
22	Davis Capital Management new	Shares	+3	+$115	$115
23	FARMERS & MERCHANTS INVESTMENTS INC unchanged	Shares	0	+$113	$688
24	Physician Wealth Advisors, Inc. unchanged	Shares	0	+$112	$688
25	GILPIN WEALTH MANAGEMENT, LLC unchanged	Shares	0	+$56	$344
26	NEW YORK STATE TEACHERS RETIREMENT SYSTEM added	Shares	+234	+$40	$199
27	AMALGAMATED BANK trimmed	Shares	-579	+$25	$268
28	GHP Investment Advisors, Inc. unchanged	Shares	0	+$7	$39
29	ARCADIA INVESTMENT ADVISORS LLC unchanged	Shares	0	+$1	$7
30	Capital Advisors, Ltd. LLC unchanged	Shares	0	$0	$1
31	State of Alaska, Department of Revenue trimmed	Shares	-4.4K	-$62	$477
32	Farther Finance Advisors, LLC trimmed	Shares	-49	-$1.2K	$2.2K
33	Blue Trust, Inc. exited	Shares	-78	-$2.5K	$0
34	EverSource Wealth Advisors, LLC trimmed	Shares	-1.4K	-$44.0K	$11.8K
35	Central Pacific Bank - Trust Division trimmed	Shares	-5.9K	-$181.7K	$39.1K
36	Y-Intercept (Hong Kong) Ltd trimmed	Shares	-17.9K	-$398.4K	$1.1M