Security record · archived quarter
CSB
name pending profile ingest
24Tracked holders
+1Δ holders
883.05KShares held
$54.53MReported value
+3New positions
−2Exits
Momentum inputs (comparable managers):
holder breadth +4.3% ·
share flow +6.0% ·
net new positions +4.2%
— formula
Broad accumulation — rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 22 | -1 | 725.48K | $47.59M | +1 | −2 |
| Q1 2026 | 24 | +1 | 883.05K | $54.53M | +3 | −2 |
| Q4 2025 | 23 | 0 | 832.69K | $48.80M | +1 | −1 |
| Q3 2025 | 7 | 0 | 61.04K | $3.61M | +1 | −1 |
| Q2 2025 | 4 | 0 | 43.60K | $2.42M | — | — |
| Q1 2025 | 3 | 0 | 48.66K | $2.79M | — | — |
| Q4 2024 | 3 | 0 | 32.38K | $1.92M | — | — |
| Q3 2024 | 3 | 0 | 41.81K | $2.46M | — | — |
| Q2 2024 | 3 | — | 27.07K | $1.45M | — | — |
Who holds it · Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 228.26K | -14.2% | $14.10M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 2 | Bank Of America Corp /De/ | 228.26K | -14.2% | $14.10M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 228.26K | -14.2% | $14.10M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | UBS Group AG | 119.80K | +0.1% | $7.40M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | UBS Group AG | 119.80K | +0.1% | $7.40M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | LPL Financial LLC | 93.18K | +1.6% | $5.75M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Cwm, Llc | 89.92K | -1.3% | $5.55M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | Rockefeller Capital Management L.P. | 83.64K | +1.5% | $5.17M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Rockefeller Capital Management L.P. | 83.64K | +1.5% | $5.17M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Goldman Sachs Group ✦ | 70.20K | +54.8% | $4.34M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Susquehanna International Group, Llp | 37.77K | New | $2.33M | 0.0% | New | 1 | SEC ↗ |
| 12 | Susquehanna International Group, Llp | 37.77K | New | $2.33M | 0.0% | New | 1 | SEC ↗ |
| 13 | Cetera Investment Advisers | 35.29K | +6.7% | $2.18M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Citadel Advisors ✦ | 30.91K | +169.5% | $1.91M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Raymond James Financial Inc | 27.65K | +8.3% | $1.71M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Raymond James Financial Inc | 27.65K | +8.3% | $1.71M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Commonwealth Equity Services, Llc | 14.62K | -7.0% | $902,863 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Two Sigma Investments ✦ | 13.80K | -13.8% | $852,186 | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 19 | Envestnet Asset Management Inc | 7.16K | -3.2% | $442,306 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Mariner, LLC | 7.01K | -0.4% | $432,793 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Morgan Stanley ✦ | 5.63K | -4.3% | $347,561 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 22 | Morgan Stanley ✦ | 5.63K | -4.3% | $347,561 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 23 | Mercer Global Advisors Inc /Adv | 5.33K | New | $328,833 | 0.0% | New | 1 | SEC ↗ |
| 24 | Stifel Financial Corp | 4.90K | -23.2% | $302,588 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | Northwestern Mutual Wealth… | 4.78K | +3.0% | $295,116 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | JPMorgan Chase ✦ | 1.39K | +32.8% | $85,097 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | JPMorgan Chase ✦ | 1.39K | +32.8% | $85,097 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | Osaic Holdings, Inc. | 832 | -49.9% | $51,373 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 29 | Wells Fargo & Company/Mn | 495 | +49400.0% | $30,596 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 30 | BlackRock ✦ (passive) | 323 | 0.0% | $19,968 | 0.0% | Held | 3 | SEC ↗ |
| 31 | Fidelity (FMR) ✦ | 99 | 0.0% | $6,129 | 0.0% | Held | 4 | SEC ↗ |
| 32 | Allspring Global Investments… | 50 | New | $3,109 | 0.0% | New | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Susquehanna International… | $2.33M | 0.0% |
| Susquehanna International… | $2.33M | 0.0% |
| Mercer Global Advisors Inc… | $328,833 | 0.0% |
| Allspring Global Investments… | $3,109 | 0.0% |
Exited
| Royal Bank Of Canada | $8,000 | was 0.0% |
| Assetmark, Inc | $293 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 57 holders, 1.36M shares, $83.55M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
Frequently co-owned
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.
Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR.
Reporting period: Q1 2026 ·
Methodology ·
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