Skip to content
Disclosery

CSB VICTORY PORTFOLIOS II

Follow

VCSHS US SMCP HG (fund)

60 managers (60 13F filers) reported a position in CSB shares at 2025-12-31, 1,242,354 shares in all. 8 filers opened a position and 8 filers sold out during the quarter.

Managers
60
13F filers
60
New
8
Added
19
Reduced
27
Sold out
8
Shares held by filers
1,242,354

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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/265,994$15.6M<0.01%-48413F-HRTimelineGroup
UBS Group AGin group UBS Group AG119,719$7.02M<0.01%-7,52113F-HRTimelineGroup
LPL Financial LLC91,683$5.37M<0.01%-3,53813F-HRTimeline
CWM, LLCin group CWM, LLC91,082$5.34M0.01%-4,34113F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…82,439$4.83M0.01%+74,58413F-HR/ATimelineGroup
Dynamic Advisor Solutions LLC57,270$3.36M0.11%-23,44913F-HRTimeline
IAG Wealth Partners, LLC49,768$2.92M0.34%+2,00813F-HRTimeline
Eagle Strategies LLC46,873$2.75M0.35%-3,87013F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC45,348$2.66M<0.01%+15,23913F-HR/ATimelineGroup
Cetera Investment Advisers33,086$1.94M<0.01%+1,13313F-HRTimeline
Allworth Financial LP29,128$1.71M0.01%-61213F-HRTimeline
Investors Research Corp27,581$1.62M0.3%-1,10413F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC25,538$1.5M<0.01%+29513F-HRTimelineGroup
CoreCap Advisors, LLC23,345$1.37M0.05%+2,40613F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP16,000$938K<0.01%-20013F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC15,716$921K<0.01%-6,05613F-HRTimeline
Nvest Financial, LLC14,298$838K0.35%+5,25413F-HRTimeline
Accel Wealth Management13,696$803K0.22%-9,35713F-HRTimeline
CAPITAL ADVISORY GROUP ADVISORY SERVICE…12,004$704K0.21%-1213F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC11,470$672K<0.01%new13F-HRTimelineGroup
PFG Advisors11,116$652K0.03%-2,20613F-HRTimeline
Pacific Sun Financial Corp10,875$637K0.31%-62013F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC9,843$577K<0.01%+80913F-HRTimelineGroup
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC9,439$553K0.01%-37413F-HRTimelineGroup
VICUS CAPITAL9,209$540K0.04%-8,84013F-HRTimeline
Sovran Advisors, LLC8,489$522K0.04%-69513F-HRTimeline
Huntleigh Advisors, Inc.8,783$515K0.09%+88513F-HRTimeline
one8zero8, LLC7,606$446K0.1%013F-HRTimeline
Investment Planning Advisors, Inc.7,600$445K0.13%+22213F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC7,398$434K<0.01%-69,06813F-HRTimelineGroup
StoneX Group Inc.in group StoneX Group Inc.7,229$424K0.02%+1013F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC7,038$412K<0.01%+413F-HRTimelineGroup
HB Wealth Management, LLC6,657$390K<0.01%-5913F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP6,382$374K<0.01%-24513F-HRTimelineGroup
Private Advisor Group, LLC6,307$370K<0.01%+64813F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY5,883$345K<0.01%-48413F-HR/ATimelineGroup
Medallion Wealth Advisors, LLC5,562$326K0.11%+3313F-HRTimeline
Western Wealth Management, LLC5,498$322K0.01%-1513F-HRTimeline
Cambridge Investment Research Advisors,…5,365$314K<0.01%+17913F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…4,639$272K<0.01%+73713F-HR/ATimelineGroup
FLOW TRADERS U.S. LLC4,415$259K0.01%new13F-HRTimeline
Diversify Advisory Services, LLCin group Diversify Advisory Services, …4,219$259K0.01%new13F-HRTimelineGroup
FLAGSHIP HARBOR ADVISORS, LLC3,481$204K0.01%-22513F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,659$97.3K<0.01%-15613F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,049$61.5K<0.01%+14413F-HRTimelineGroup
Farther Finance Advisors, LLC914$53.6K<0.01%013F-HRTimeline
NewEdge Advisors, LLC651$38.2K<0.01%-16313F-HRTimeline
Sound Income Strategies, LLC453$27.8K<0.01%new13F-HRTimeline
Nemes Rush Group LLC457$26.8K<0.01%new13F-HRTimeline
Steward Partners Investment Advisory, L…445$26.1K<0.01%013F-HRTimeline
REAP Financial Group, LLC353$20.7K<0.01%new13F-HRTimeline
Parallel Advisors, LLC350$20.5K<0.01%013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.323$19K<0.01%013F-HRTimelineGroup
PRIVATE TRUST CO NA189$11.1K<0.01%013F-HRTimeline
AdvisorNet Financial, Inc150$8.76K<0.01%+213F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA135$8K<0.01%-13313F-HRTimelineGroup
FMR LLCin group FMR LLC99$5.82K<0.01%+7613F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV50$2.93K<0.01%new13F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC5$293<0.01%new13F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1$36<0.01%-68913F-HRTimelineGroup