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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 2026-03-31, 1,358,805 shares in all. 8 filers opened a position and 10 filers sold out during the quarter.

Managers
60
13F filers
60
New
8
Added
18
Reduced
23
Sold out
10
Shares held by filers
1,358,805

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, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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/228,259$14.1M<0.01%-37,73513F-HRTimelineGroup
UBS Group AGin group UBS Group AG119,800$7.4M<0.01%+8113F-HRTimelineGroup
Nvest Financial, LLC111,016$6.86M2.55%+96,71813F-HRTimeline
LPL Financial LLC93,184$5.75M<0.01%+1,50113F-HRTimeline
CWM, LLCin group CWM, LLC89,922$5.55M0.01%-1,16013F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…83,645$5.17M0.01%+1,20613F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC70,204$4.34M<0.01%+24,85613F-HRTimelineGroup
Dynamic Advisor Solutions LLC55,021$3.4M0.11%-2,24913F-HRTimeline
IAG Wealth Partners, LLC51,513$3.18M0.36%+1,74513F-HRTimeline
Eagle Strategies LLC47,045$2.91M0.35%+17213F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…37,771$2.33M<0.01%new13F-HRTimelineGroup
Cetera Investment Advisers35,288$2.18M<0.01%+2,20213F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC30,909$1.91M<0.01%+19,43913F-HRTimelineGroup
Allworth Financial LP29,022$1.79M0.01%-10613F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC27,647$1.71M<0.01%+2,10913F-HRTimelineGroup
Investors Research Corp26,334$1.63M0.31%-1,24713F-HRTimeline
CoreCap Advisors, LLC23,495$1.45M0.05%+15013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC14,621$903K<0.01%-1,09513F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP13,800$852K<0.01%-2,20013F-HRTimelineGroup
Accel Wealth Management12,397$766K0.2%-1,29913F-HRTimeline
Fifth Third Securities, Inc.in group FIFTH THIRD BANK, NATIONAL AS…11,785$728K0.05%new13F-HRTimelineGroup
Pacific Sun Financial Corp10,710$661K0.32%-16513F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC9,896$611K<0.01%+5313F-HRTimelineGroup
Huntleigh Advisors, Inc.8,881$548K0.09%+9813F-HRTimeline
Sovran Advisors, LLC8,361$543K0.04%-12813F-HRTimeline
VICUS CAPITAL7,950$491K0.04%-1,25913F-HRTimeline
Investment Planning Advisors, Inc.7,743$478K0.13%+14313F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC7,163$442K<0.01%-23513F-HRTimelineGroup
one8zero8, LLC7,106$439K0.1%-50013F-HRTimeline
Mariner, LLCin group Mariner, LLC7,009$433K<0.01%-2913F-HRTimelineGroup
HB Wealth Management, LLC6,657$411K<0.01%013F-HRTimeline
Private Advisor Group, LLC5,944$367K<0.01%-36313F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY5,628$348K<0.01%-25513F-HRTimelineGroup
Intentional Wealth Strategies, LLC5,505$340K0.32%13F-HRTimeline
Medallion Wealth Advisors, LLC5,415$334K0.11%-14713F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV5,325$329K<0.01%new13F-HRTimeline
Western Wealth Management, LLC5,225$323K0.01%-27313F-HR/ATimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP4,900$303K<0.01%-1,48213F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…4,779$295K<0.01%+14013F-HRTimelineGroup
Diversify Advisory Services, LLCgroup of 2 filers holding4,405$282K+186Timeline
Cambridge Investment Research Advisors,…4,382$271K<0.01%-98313F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC3,450$213K0.01%-3113F-HRTimeline
Farther Finance Advisors, LLC2,481$154K<0.01%+1,56713F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,393$85.1K<0.01%+34413F-HR/ATimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.832$51.4K<0.01%-82713F-HRTimelineGroup
RETIREMITTEN FINANCIAL LLC795$49.1K0.02%13F-HRTimeline
NewEdge Advisors, LLC615$38K<0.01%-3613F-HR/ATimeline
Cassaday & Co Wealth Management LLC540$33.3K<0.01%new13F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN495$30.6K<0.01%+49413F-HR/ATimelineGroup
Sound Income Strategies, LLC453$28K<0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…445$27.5K<0.01%013F-HRTimeline
Parallel Advisors, LLC350$21.6K<0.01%013F-HR/ATimeline
BlackRock, Inc.in group BlackRock, Inc.323$20K<0.01%013F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC316$19.5K<0.01%new13F-HRTimeline
PRIVATE TRUST CO NA189$11.7K<0.01%013F-HRTimeline
AdvisorNet Financial, Inc150$9.29K<0.01%013F-HRTimeline
Robinswood Financial LLC117$7.22K<0.01%new13F-HR/ATimeline
FMR LLCin group FMR LLC99$6.13K<0.01%013F-HRTimelineGroup
Allspring Global Investments Holdings, …in group Allspring Global Investments …50$3.11K<0.01%new13F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV50$3.09K<0.01%013F-HRTimeline