Skip to content
Disclosery

CSB VICTORY PORTFOLIOS II

Follow

VCSHS US SMCP HG (fund)

62 managers (62 13F filers) reported a position in CSB shares at 2024-12-31, 1,301,494 shares in all. 4 filers opened a position and 6 filers sold out during the quarter.

Managers
62
13F filers
62
New
4
Added
14
Reduced
27
Sold out
6
Shares held by filers
1,301,494

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, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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/241,150$14.3M<0.01%+51,47713F-HRTimelineGroup
CWM, LLCin group CWM, LLC161,008$9.56M0.04%+3,83613F-HRTimelineGroup
UBS Group AGin group UBS Group AG127,457$7.57M<0.01%+5,90413F-HRTimelineGroup
LPL Financial LLC106,247$6.31M<0.01%-2,14513F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC76,776$4.56M<0.01%-2,35113F-HRTimelineGroup
Eagle Strategies LLC64,193$3.81M0.66%-4,20613F-HRTimeline
Investors Research Corp40,518$2.41M0.53%-52913F-HRTimeline
Cetera Investment Advisers38,844$2.31M<0.01%-16,82713F-HRTimeline
Allworth Financial LP35,804$2.2M0.01%-3,38613F-HRTimeline
IAG Wealth Partners, LLC36,576$2.17M0.38%+18113F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC32,534$1.93M<0.01%13F-HR/ATimelineGroup
Accel Wealth Management28,022$1.66M0.63%+1,62213F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC22,730$1.35M<0.01%-2,05513F-HRTimeline
Atria Investments, Inc21,587$1.28M0.02%+5,39913F-HRTimeline
CoreCap Advisors, LLC20,948$1.24M0.06%-37513F-HRTimeline
VICUS CAPITAL18,773$1.12M0.1%-8,46113F-HRTimeline
Oxinas Partners, LLC18,052$1.07M0.63%+2,06413F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC15,672$931K<0.01%-53013F-HRTimelineGroup
Pacific Sun Financial Corp13,545$805K0.44%-61013F-HRTimeline
PFG Advisors12,188$724K0.04%+10013F-HRTimeline
Investment Planning Advisors, Inc.11,794$701K0.31%-5,49313F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC8,935$531K0.01%+61613F-HRTimelineGroup
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP8,600$511K<0.01%-8,90013F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC8,570$509K<0.01%-93413F-HRTimelineGroup
StoneX Group Inc.in group StoneX Group Inc.8,171$485K0.03%-85513F-HR/ATimelineGroup
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.8,106$481K<0.01%013F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY7,979$474K<0.01%-1,06713F-HR/ATimelineGroup
CAPITAL ADVISORY GROUP ADVISORY SERVICE…7,915$470K0.17%new13F-HRTimeline
Mariner, LLCin group Mariner, LLC7,709$458K<0.01%+3,04113F-HRTimelineGroup
Sovran Advisors, LLC7,544$452K0.06%13F-HRTimeline
one8zero8, LLC7,606$452K0.1%13F-HRTimeline
Huntleigh Advisors, Inc.7,203$428K0.09%13F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP6,791$403K<0.01%013F-HRTimelineGroup
Western Wealth Management, LLC5,836$347K0.02%-3113F-HR/ATimeline
Medallion Wealth Advisors, LLC5,615$334K0.17%13F-HRTimeline
HB Wealth Management, LLC5,323$316K<0.01%013F-HRTimeline
Cambridge Investment Research Advisors,…4,796$285K<0.01%new13F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…4,413$262K<0.01%-1,36113F-HR/ATimeline
FLAGSHIP HARBOR ADVISORS, LLC4,053$241K0.01%-66613F-HRTimeline
Barnes Wealth Management Group, Inc4,046$240K0.16%13F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…3,860$229K<0.01%-1,75513F-HRTimelineGroup
Kingsview Wealth Management, LLC3,759$223K<0.01%-4213F-HRTimeline
Aptus Capital Advisors, LLC3,496$208K<0.01%+3,49213F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.3,428$204K<0.01%-3,03013F-HR/ATimelineGroup
BXM Wealth LLC3,404$202K0.28%13F-HRTimeline
Farther Finance Advisors, LLC2,016$120K<0.01%+1,10213F-HRTimeline
NewEdge Advisors, LLC1,792$106K<0.01%+1,30413F-HRTimeline
Integrity Financial Corp /WA1,466$87.1K0.05%-4413F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,223$72.6K<0.01%-1713F-HRTimelineGroup
SIMPLEX TRADING, LLC854$50K<0.01%-17513F-HRTimeline
Steward Partners Investment Advisory, L…445$26.4K<0.01%013F-HRTimeline
SOUTHSTATE PRIVATE CAPITAL MANAGEMENT L…381$22.6K<0.01%new13F-HRTimeline
Parallel Advisors, LLC350$20.8K<0.01%013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA268$16K<0.01%013F-HRTimelineGroup
Hurley Capital, LLC253$15.1K0.01%13F-HRTimeline
FMR LLCin group FMR LLC250$14.8K<0.01%new13F-HRTimelineGroup
SALEM INVESTMENT COUNSELORS INC200$11.9K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Avior Wealth Management, LLC152$9.03K<0.01%013F-HRTimeline
AdvisorNet Financial, Inc144$8.57K<0.01%-36013F-HRTimeline
Iron Horse Wealth Management, LLC124$7.36K<0.01%+113F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN0$24<0.01%013F-HRTimelineGroupAmount filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%-56313F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.