Central Pacific Bank - Trust Division

Bank

Position in LPLA — LPL Financial Holdings Inc.

CIK 2020066 HONOLULU, HI

Position in LPLA

as of Jun 30, 2026 · filed Jul 7, 2026 Compact

Position Value

$346,466

-$8,513 QoQ

Shares Held

1,230

+4.2% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#497

of 761 holders

Holding Since

Mar 2024

10 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Central Pacific Bank - Trust Division holds $13,703,838 across 7 Capital Markets names. LPLA ranks #5 (2.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SCHW	Schwab Charles Corp	66,848	$6,168,064
2	GS	Goldman Sachs Group Inc	3,081	$3,116,030
3	MS	Morgan Stanley	13,651	$2,853,604
4	IBKR	Interactive Brokers Group, Inc.	9,755	$849,075
5	LPLA	LPL Financial Holdings Inc. This page	1,230	$346,466
6	EVR	Evercore Inc.	570	$194,620
7	MC	Moelis & Co	2,690	$175,979

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$346,466	1,230	+4.2%	Shares	Defined	2026-07-07
2026-03-31	$354,979	1,180	-59.6%	Shares	Defined	2026-04-08
2025-12-31	$1,044,365	2,924	+1.5%	Shares	Defined	2026-01-07
2025-09-30	$958,147	2,880	-17.4%	Shares	Defined	2025-10-02
2025-06-30	$1,307,520	3,487	+45.5%	Shares	Defined	2025-07-02
2025-03-31	$784,154	2,397	+325.0%	Shares	Defined	2025-04-03
2024-12-31	$184,151	564	+129.3%	Shares	Defined	2025-01-03
2024-09-30	$57,226	246	-9.6%	Shares	Defined	2024-10-02
2024-06-30	$75,969	272	0.0%	Shares	Defined	2024-07-30
2024-03-31	$71,862	272	—	Shares	Defined	2024-05-02
No filing history on record for this holder in this stock.