Allworth Financial’s CSP Inc CSPI Stock Holding History

Allworth Financial’s Portfolio CSPI Stock Details CSPI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$143	Hold	18	–	–	﹤0.01%	5112
2026 Q2	$143	Buy	18 +7	+64%	+$64	﹤0.01%	4997
2026 Q1	$96	Buy	+11	New	+$109	﹤0.01%	5013

Other funds holding CSPI

Visionary Wealth Advisors O'fallon, Illinois $2.55B AUM 17.5% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Squarepoint New York $90.8B AUM 26.98% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Allworth Financial's CSPI Position: Q3 2026 in Review

Allworth Financial held its CSP Inc (CSPI) position steady in Q3 2026 at 18 shares worth $143. The position accounts for ﹤0.01% of the portfolio, ranked #5112.

Allworth Financial first reported a position in CSPI in Q1 2026 and has held it in 3 quarters since. 16 funds tracked by Wall St. Rank hold CSPI as of Q3 2026.

Allworth Financial held 18 shares of CSP Inc worth $143 as of Q3 2026.
Allworth Financial left its CSP Inc share count unchanged in Q3 2026.
CSP Inc made up ﹤0.01% of Allworth Financial's portfolio in Q3 2026, its #5112 holding.
Allworth Financial first reported a position in CSP Inc in Q1 2026 and has held it in 3 quarters since.
16 funds tracked by Wall St. Rank held CSP Inc as of Q3 2026.

Based on Allworth Financial's 13F filing for Q3 2026, filed 6 Nov 2026.