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 Q2	$143	Buy	18 +7	+64%	+$64	﹤0.01%	4997
2026 Q1	$96	Buy	+11	New	+$109	﹤0.01%	5013

Other funds holding CSPI

VWA

Visionary Wealth Advisors O'fallon, Illinois $2.53B AUM 24.4% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

SAI

Savvy Advisors Inc New York $4.71B AUM 25.36% 1-Year Est. Return

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

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

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

IWC

Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM

Allworth Financial's CSPI Position: Q2 2026 in Review

Allworth Financial increased its CSP Inc (CSPI) stake by 64% in Q2 2026, buying an estimated $64 and bringing the position to 18 shares worth $143. The position accounts for ﹤0.01% of the portfolio, ranked #4997.

Allworth Financial first reported a position in CSPI in Q1 2026 and has held it in 2 quarters since. 44 funds tracked by Wall St. Rank hold CSPI as of Q2 2026.

Allworth Financial held 18 shares of CSP Inc worth $143 as of Q2 2026.
Allworth Financial bought 7 CSP Inc shares in Q2 2026, an estimated $64.
CSP Inc made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #4997 holding.
Allworth Financial first reported a position in CSP Inc in Q1 2026 and has held it in 2 quarters since.
44 funds tracked by Wall St. Rank held CSP Inc as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.