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Disclosery

CSB VICTORY PORTFOLIOS II

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VCSHS US SMCP HG (fund)

60 managers (60 13F filers) reported a position in CSB shares at 2025-09-30, 1,339,984 shares in all. 6 filers opened a position and 7 filers sold out during the quarter.

Managers
60
13F filers
60
New
6
Added
19
Reduced
28
Sold out
7
Shares held by filers
1,339,984

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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/266,478$15.8M<0.01%+17,91213F-HR/ATimelineGroup
UBS Group AGin group UBS Group AG127,240$7.53M<0.01%+4,74413F-HRTimelineGroup
CWM, LLCin group CWM, LLC95,423$5.64M0.02%-7,44313F-HRTimelineGroup
LPL Financial LLC95,221$5.63M<0.01%-21,01513F-HRTimeline
Dynamic Advisor Solutions LLC80,719$4.77M0.14%+2,61613F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC76,466$4.52M<0.01%-21513F-HRTimelineGroup
Eagle Strategies LLC50,743$3M0.4%-1,60913F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…48,409$2.86M<0.01%+20,69813F-HRTimelineGroup
IAG Wealth Partners, LLC47,760$2.83M0.34%+3,82513F-HRTimeline
Cetera Investment Advisers31,953$1.89M<0.01%-1,33013F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC30,109$1.78M<0.01%new13F-HRTimelineGroup
Allworth Financial LP29,740$1.76M0.01%-1,24513F-HRTimeline
Investors Research Corp28,685$1.7M0.31%-9,71013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC25,243$1.49M<0.01%-3,20313F-HRTimelineGroup
Accel Wealth Management23,053$1.36M0.4%-11,98813F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC21,772$1.29M<0.01%-2,17613F-HRTimeline
CoreCap Advisors, LLC20,939$1.24M0.05%-15513F-HRTimeline
VICUS CAPITAL18,049$1.07M0.08%-2,17413F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP16,200$958K<0.01%+10,60013F-HRTimelineGroup
HRT FINANCIAL LP14,751$872K<0.01%new13F-HRTimeline
PFG Advisors13,322$788K0.03%+1,25413F-HRTimeline
CAPITAL ADVISORY GROUP ADVISORY SERVICE…12,016$711K0.22%+1,03613F-HRTimeline
Pacific Sun Financial Corp11,495$680K0.33%-55013F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC9,813$580K0.01%+71413F-HRTimelineGroup
Nvest Financial, LLC9,044$535K0.31%+4,16713F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC9,034$534K<0.01%+42313F-HRTimelineGroup
Sovran Advisors, LLC9,184$524K0.05%-45813F-HRTimeline
Huntleigh Advisors, Inc.7,898$467K0.08%+24913F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…7,855$465K<0.01%new13F-HRTimelineGroup
one8zero8, LLC7,606$450K0.1%013F-HRTimeline
Investment Planning Advisors, Inc.7,378$436K0.14%-2,54413F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.7,219$427K0.02%-14513F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC7,034$416K<0.01%+16713F-HRTimelineGroup
HB Wealth Management, LLC6,716$397K<0.01%new13F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP6,627$392K<0.01%-83513F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY6,367$377K<0.01%-11213F-HR/ATimelineGroup
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.6,206$367K<0.01%-1,90013F-HRTimelineGroup
Private Advisor Group, LLC5,659$335K<0.01%-90213F-HRTimeline
Medallion Wealth Advisors, LLC5,529$327K0.12%-8313F-HRTimeline
Western Wealth Management, LLC5,513$326K0.02%-32913F-HRTimeline
Cambridge Investment Research Advisors,…5,186$307K<0.01%-2213F-HRTimeline
COMMERCE BANKin group COMMERCE BANK4,991$295K<0.01%new13F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…3,902$231K<0.01%+37813F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…3,763$221K<0.01%+3313F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC3,706$219K0.01%-14113F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,815$108K<0.01%+10413F-HRTimelineGroup
Farther Finance Advisors, LLC914$54.1K<0.01%-1,10213F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO905$53.5K<0.01%+24513F-HR/ATimelineGroup
NewEdge Advisors, LLC814$48.2K<0.01%-8513F-HRTimeline
Integrity Financial Corp /WA727$43K0.02%-73013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN690$40.8K<0.01%+68913F-HRTimelineGroup
Steward Partners Investment Advisory, L…445$26.3K<0.01%013F-HRTimeline
Parallel Advisors, LLC350$20.7K<0.01%013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.323$19.1K<0.01%new13F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA268$16K<0.01%013F-HRTimelineGroup
SALEM INVESTMENT COUNSELORS INC200$11.8K<0.01%013F-HRTimeline
PRIVATE TRUST CO NA189$11.2K<0.01%013F-HRTimeline
GPS Wealth Strategies Group, LLC157$9.29K<0.01%013F-HRTimeline
AdvisorNet Financial, Inc148$8.73K<0.01%+213F-HRTimeline
FMR LLCin group FMR LLC23$1.38K<0.01%-313F-HRTimelineGroup