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Disclosery

CSB VICTORY PORTFOLIOS II

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VCSHS US SMCP HG (fund)

57 managers (58 13F filers) reported a position in CSB shares at 2026-06-30, 1,200,219 shares in all. 4 filers opened a position and 5 filers sold out during the quarter.

Managers
57
13F filers
58
New
4
Added
20
Reduced
25
Sold out
5
Shares held by filers
1,200,219

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/223,148$14.6M<0.01%-5,11113F-HRTimelineGroup
UBS Group AGin group UBS Group AG115,226$7.56M<0.01%-4,57413F-HRTimelineGroup
Nvest Financial, LLC111,105$7.29M2.3%+8913F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC84,594$5.55M<0.01%+14,39013F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…83,717$5.49M0.01%+7213F-HRTimelineGroup
LPL Financial LLC73,692$4.83M<0.01%-19,49213F-HRTimeline
Dynamic Advisor Solutions LLC54,918$3.6M0.1%-10313F-HRTimeline
IAG Wealth Partners, LLC51,901$3.4M0.34%+38813F-HRTimeline
Eagle Strategies LLC45,382$2.98M0.3%-1,66313F-HRTimeline
Cetera Investment Advisers36,473$2.39M<0.01%+1,18513F-HRTimeline
CoreCap Advisors, LLC23,574$1.55M0.05%+7913F-HRTimeline
Allworth Financial LP22,985$1.51M0.01%-6,03713F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC22,352$1.47M<0.01%-5,29513F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…21,680$1.42M<0.01%-16,09113F-HRTimelineGroup
Investors Research Corp20,294$1.33M0.24%-6,04013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC14,356$942K<0.01%-26513F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP13,700$899K<0.01%-10013F-HRTimelineGroup
Fifth Third Securities, Inc.in group FIFTH THIRD BANK, NATIONAL AS…12,844$842K0.05%+1,05913F-HRTimelineGroup
Accel Wealth Management11,713$768K0.17%-68413F-HRTimeline
Pacific Sun Financial Corp10,635$698K0.29%-7513F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC10,607$696K<0.01%+71113F-HRTimelineGroup
Huntleigh Advisors, Inc.8,996$590K0.08%+11513F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding8,804$589K+4,399Timeline
Private Advisor Group, LLC8,676$569K<0.01%+2,73213F-HRTimeline
Sovran Advisors, LLC8,325$564K0.04%-3613F-HRTimeline
VICUS CAPITAL8,160$535K0.03%+21013F-HRTimeline
Investment Planning Advisors, Inc.8,044$528K0.12%+30113F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…7,944$521K<0.01%+3,16513F-HRTimelineGroup
one8zero8, LLC7,236$475K0.09%+13013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC7,174$471K<0.01%+1113F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC7,010$460K<0.01%+113F-HRTimelineGroup
StoneX Group Inc.in group StoneX Group Inc.6,360$410K0.02%new13F-HRTimelineGroup
Medallion Wealth Advisors, LLC5,415$355K0.11%013F-HRTimeline
HB Wealth Management, LLC5,257$345K<0.01%-1,40013F-HRTimeline
Western Wealth Management, LLC5,227$343K0.01%+213F-HRTimeline
Intentional Wealth Strategies, LLC5,198$341K0.32%-30713F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP4,900$321K<0.01%013F-HRTimelineGroup
Cambridge Investment Research Advisors,…3,767$247K<0.01%-61513F-HR/ATimeline
FLAGSHIP HARBOR ADVISORS, LLC3,374$221K0.01%-7613F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY3,240$213K<0.01%-2,38813F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…3,163$208K<0.01%new13F-HRTimeline
Farther Finance Advisors, LLC2,464$162K<0.01%-1713F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,355$88.9K<0.01%+52313F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,241$81.5K<0.01%-15213F-HRTimelineGroup
Integrated Wealth Concepts LLC1,150$75.4K<0.01%new13F-HRTimeline
Cassaday & Co Wealth Management LLC540$35.4K<0.01%013F-HRTimeline
NewEdge Advisors, LLC488$32K<0.01%-12713F-HRTimeline
Steward Partners Investment Advisory, L…445$29.2K<0.01%013F-HRTimeline
Parallel Advisors, LLC350$23K<0.01%013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.323$21.2K<0.01%013F-HRTimelineGroup
PRIVATE TRUST CO NA189$12.4K<0.01%013F-HRTimeline
FMR LLCin group FMR LLC165$10.8K<0.01%+6613F-HRTimelineGroup
AdvisorNet Financial, Inc151$9.93K<0.01%+113F-HRTimeline
Robinswood Financial LLC117$7.67K<0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV50$3.28K<0.01%013F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …25$1.64K<0.01%-2513F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN0$18<0.01%-49513F-HRTimelineGroupAmount filed as zero, left out of ratios.