Position in CPF
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,222,667
New position
Shares Held
32,007
first reported quarter
Ownership
0.124%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#67
of 201 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Banks - Regional
Financial Services · as of Jun 30, 2026WCG Wealth Advisors LLC holds $8,347,346 across 6 Banks - Regional names. CPF ranks #2 (14.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MFG |
Mizuho Financial Group Inc
|
395,257 | $3,786,562 | |
| 2 | CPF |
Central Pacific Financial Corp
This page
|
32,007 | $1,222,667 | |
| 3 | EQBK |
Equity Bancshares Inc
|
19,663 | $963,290 | |
| 4 | CBSH |
Commerce Bancshares Inc /Mo/
|
14,452 | $834,603 | |
| 5 | TFC |
Truist Financial Corp
|
15,994 | $796,821 | |
| 6 | USB |
US Bancorp \De\
|
12,308 | $743,403 |
All Filings in CPF
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,222,667 | 32,007 | Shares | Sole | 2026-08-14 | |
| No filing history on record for this holder in this stock. | ||||||