Central Pacific Bank - Trust Division SUSB — BlackRock Fund Advisors

Ownership history in Central Pacific Bank - Trust Division  ·  7 quarters on record

AI Ownership Summary

Central Pacific Bank - Trust Division reported BlackRock Fund Advisors (SUSB) in 7 quarterly 13F filings from 2024 Q3 through 2026 Q1. Peak portfolio weight reached 0.11% in 2026 Q1. The latest visible filing shows SUSB at 0.11% 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 SUSB 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 BlackRock Fund Advisors, 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

SUSB was reported at 0.11% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.11% in 2026 Q1

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

Time in book
Holding Window
2024 Q3 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.

SUSB stock page Central Pacific Bank - Trust Division fund profile Central Pacific Bank - Trust Division full holdings
How Central Pacific Bank - Trust Division held SUSB — position size vs. price
% of Fund (quarterly)    SUSB price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED — — — 33,749 — 0% 0.11% $846K 2026-04-08 $24.87
2025 Q4 ADDED — — — 33,749 +9,851 +41.2% 0.10% $852K 2026-01-07 $24.80
2025 Q3 UNCHANGED — — — 23,898 — 0% 0.07% $605K 2025-10-02 $24.53
2025 Q2 ADDED — — — 23,898 +10,764 +82.0% 0.08% $602K 2025-07-02 $24.08
2025 Q1 UNCHANGED — — — 13,134 — 0% 0.05% $328K 2025-04-03 $23.74
2024 Q4 ADDED — — — 13,134 +2,123 +19.3% 0.04% $324K 2025-01-03 $23.19
2024 Q3 INITIATED — — — 11,011 — — 0.03% $277K 2024-10-02 $23.34

🏢 Other funds also holding SUSB

As of 2026 Q1 — sorted by position size

LFA - Lugano Financial Advisors SA 3Y 7Y 5.78% Impact Investors, Inc 4.22% Clarity Wealth Development LLC 2.66% Milestone Investment Advisors LLC 3Y 2.56% Colorado Capital Management, Inc. 3Y 7Y 2.4% IMPACTfolio, LLC 3Y 1.88% Francis Financial, Inc. 3Y 7Y 1.88% Northland Capital Management LLC 3Y 1.71% Integris Wealth Management, LLC 3Y 1.64% Wells Financial Advisors INC 3Y 1.22%

FAQ About Central Pacific Bank - Trust Division and SUSB

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 SUSB?

Central Pacific Bank - Trust Division reported SUSB across 7 quarterly 13F filings, from 2024 Q3 through 2026 Q1.

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

The largest reported portfolio weight for SUSB was 0.11% in 2026 Q1.

What is the latest reported SUSB position on this page?

The most recent filing on this page is 2026 Q1, when Central Pacific Bank - Trust Division reported 33,749 shares, equal to 0.11% of portfolio, with an estimated market value of $846K.

What does the chart on this SUSB ownership page compare?

The chart compares Central Pacific Bank - Trust Division's quarterly SUSB 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 SUSB position?

Based on 13F filing dates vs. subsequent SUSB price moves, Central Pacific Bank - Trust Division correctly timed 3 out of 4 reported position changes (75%). The annualised alpha on SUSB relative to SPY over the holding period was -8.0%.

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