AssetMark Inc
CSB icon

AssetMark Inc’s VictoryShares US Small Cap High Div Volatility Wtd ETF CSB Stock Holding History

AssetMark Inc’s Portfolio CSB Stock Details CSB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-5
Closed -$293 – 3470
2025
Q4 		$293 Buy
+5
New +$292 ﹤0.01% 3204

Other funds holding CSB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
NF
Nvest Financial Portsmouth, New Hampshire $268M AUM 22.87% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
IWP
IAG Wealth Partners Waukesha, Wisconsin $896M AUM 15.29% 1-Year Est. Return
ES
Eagle Strategies New York $837M AUM 21.63% 1-Year Est. Return

AssetMark Inc's CSB Position: Q1 2026 in Review

AssetMark Inc sold out of VictoryShares US Small Cap High Div Volatility Wtd ETF (CSB) in Q1 2026, closing a stake of 5 shares — an estimated $293 sold.

AssetMark Inc first reported a position in CSB in Q4 2025 and held it in 1 quarter. The position peaked at $293 in Q4 2025. 60 funds tracked by Wall St. Rank hold CSB as of Q1 2026.

  • AssetMark Inc reported no remaining VictoryShares US Small Cap High Div Volatility Wtd ETF position as of Q1 2026 after selling out during the quarter.
  • AssetMark Inc sold 5 VictoryShares US Small Cap High Div Volatility Wtd ETF shares in Q1 2026, an estimated $293.
  • AssetMark Inc first reported a position in VictoryShares US Small Cap High Div Volatility Wtd ETF in Q4 2025 and held it in 1 quarter.
  • AssetMark Inc's VictoryShares US Small Cap High Div Volatility Wtd ETF position peaked at $293 in Q4 2025.
  • 60 funds tracked by Wall St. Rank held VictoryShares US Small Cap High Div Volatility Wtd ETF as of Q1 2026.

Based on AssetMark Inc's 13F filing for Q1 2026, filed 6 May 2026.