Abound Wealth Management’s Centerspace CSR Stock Holding History

Abound Wealth Management’s Portfolio CSR Stock Details CSR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$169	Hold	3	–	–	﹤0.01%	1150
2026 Q1	$173	Hold	3	–	–	﹤0.01%	1280
2025 Q4	$201	Hold	3	–	–	﹤0.01%	1175
2025 Q3	$177	Hold	3	–	–	﹤0.01%	1158
2025 Q2	$181	Hold	3	–	–	﹤0.01%	1076
2025 Q1	$195	Hold	3	–	–	﹤0.01%	992
2024 Q4	$199	Hold	3	–	–	﹤0.01%	1071
2024 Q3	$212	Sell	3 -4	-57%	-$288	﹤0.01%	1125
2024 Q2	$474	Hold	7	–	–	﹤0.01%	844
2024 Q1	$400	Hold	7	–	–	﹤0.01%	994
2023 Q4	$408	Hold	7	–	–	﹤0.01%	1011
2023 Q3	$422	Hold	7	–	–	﹤0.01%	863
2023 Q2	$430	Buy	+7	New	+$410	﹤0.01%	898

Other funds holding CSR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Voss Capital Houston, Texas $2.15B AUM 33.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

SAM

Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

NAMI

Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Abound Wealth Management's CSR Position: Q2 2026 in Review

Abound Wealth Management held its Centerspace (CSR) position steady in Q2 2026 at 3 shares worth $169. The position accounts for ﹤0.01% of the portfolio, ranked #1150.

Abound Wealth Management first reported a position in CSR in Q2 2023 and has held it in 13 quarters since. The position peaked at $474 in Q2 2024. 203 funds tracked by Wall St. Rank hold CSR as of Q2 2026.

Abound Wealth Management held 3 shares of Centerspace worth $169 as of Q2 2026.
Abound Wealth Management left its Centerspace share count unchanged in Q2 2026.
Centerspace made up ﹤0.01% of Abound Wealth Management's portfolio in Q2 2026, its #1150 holding.
Abound Wealth Management first reported a position in Centerspace in Q2 2023 and has held it in 13 quarters since.
Abound Wealth Management's Centerspace position peaked at $474 in Q2 2024.
203 funds tracked by Wall St. Rank held Centerspace as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.