Central Pacific Bank - Trust Division BUFR — First Trust Advisors LP

Ownership history in Central Pacific Bank - Trust Division  ·  9 quarters on record

AI Ownership Summary

Central Pacific Bank - Trust Division reported First Trust Advisors LP (BUFR) in 9 quarterly 13F filings from 2024 Q1 through 2026 Q1. Peak portfolio weight reached 0.65% in 2025 Q1. The latest visible filing shows BUFR at 0.53% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this BUFR ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Central Pacific Bank - Trust Division's position in First Trust Advisors LP, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

BUFR was reported at 0.53% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.65% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

BUFR stock page Central Pacific Bank - Trust Division fund profile Central Pacific Bank - Trust Division full holdings
How Central Pacific Bank - Trust Division held BUFR — position size vs. price
% of Fund (quarterly)    BUFR price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 123,290 -8,655 -6.6% 0.53% $4.2M 2026-04-08 $34.61
2025 Q4 UNCHANGED — — — 131,945 — 0% 0.55% $4.5M 2026-01-07 $34.43
2025 Q3 ADDED — — — 131,945 +3,120 +2.4% 0.53% $4.4M 2025-10-02 $33.46
2025 Q2 REDUCED 19.1% +4.9% ❌ 128,825 -30,445 -19.1% 0.52% $4.1M 2025-07-02 $31.89
2025 Q1 ADDED — — — 159,270 +76,060 +91.4% 0.65% $4.7M 2025-04-03 $28.91
2024 Q4 UNCHANGED — — — 83,210 — 0% 0.33% $2.5M 2025-01-03 $30.64
2024 Q3 UNCHANGED — — — 83,210 — 0% 0.31% $2.5M 2024-10-02 $29.77
2024 Q2 REDUCED — — — 83,210 -1,115 -1.3% 0.29% $2.4M 2024-07-30 $28.93
2024 Q1 INITIATED — — — 84,325 — — 0.29% $2.4M 2024-05-02 $27.71

🏢 Other funds also holding BUFR

As of 2026 Q1 — sorted by position size

McKinney Capital Management, LLC 35.99% Macro Advisors, Inc. 27.79% IMG Wealth Management, Inc. 10.56% Financial Network Wealth Advisors LLC 10.26% Goldenstone Wealth Management LLC 10.14% Holos Integrated Wealth LLC 10.09% Cooper Capital Advisors LLC 9.93% Hibernia Wealth Partners, LLC 9.88% Symphony Financial Services, Inc. 8.52% Solano Wealth Investment Advisors LLC 8.33%

FAQ About Central Pacific Bank - Trust Division and BUFR

These are the practical questions this page is built to answer before you even open the full history table.

How long has Central Pacific Bank - Trust Division reported owning BUFR?

Central Pacific Bank - Trust Division reported BUFR across 9 quarterly 13F filings, from 2024 Q1 through 2026 Q1.

What was the largest reported BUFR position in Central Pacific Bank - Trust Division's portfolio?

The largest reported portfolio weight for BUFR was 0.65% in 2025 Q1.

What is the latest reported BUFR position on this page?

The most recent filing on this page is 2026 Q1, when Central Pacific Bank - Trust Division reported 123,290 shares, equal to 0.53% of portfolio, with an estimated market value of $4.2M.

What does the chart on this BUFR ownership page compare?

The chart compares Central Pacific Bank - Trust Division's quarterly BUFR portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Central Pacific Bank - Trust Division time their BUFR position?

Based on 13F filing dates vs. subsequent BUFR price moves, Central Pacific Bank - Trust Division correctly timed 3 out of 5 reported position changes (60%). The annualised alpha on BUFR relative to SPY over the holding period was -4.7%.

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