AWM
CSGS

Avior Wealth Management’s CSG Systems International CSGS Stock Holding History

Avior Wealth Management’s Portfolio CSGS Stock Details CSGS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-3,042
Closed -$243K – 817
2026
Q1 		$243K Buy
3,042
+21
+0.7% +$1.67K 0.01% 746
2025
Q4 		$232K Buy
+3,021
New +$223K 0.01% 689
2025
Q3 		– Sell
-5,983
Closed -$391K – 718
2025
Q2 		$391K Buy
5,983
+31
+0.5% +$1.93K 0.01% 501
2025
Q1 		$360K Buy
5,952
+25
+0.4% +$1.49K 0.01% 502
2024
Q4 		$303K Hold
5,927
– – 0.01% 590
2024
Q3 		$288K Buy
5,927
+37
+0.6% +$1.69K 0.01% 599
2024
Q2 		$243K Sell
5,890
-549
-9% -$24.3K 0.01% 624
2024
Q1 		$332K Sell
6,439
-87
-1% -$4.52K 0.02% 553
2023
Q4 		$347K Buy
6,526
+34
+0.5% +$1.74K 0.02% 417
2023
Q3 		$332K Buy
6,492
+35
+0.5% +$1.86K 0.02% 422
2023
Q2 		$341K Buy
6,457
+35
+0.5% +$1.79K 0.02% 425
2023
Q1 		$345K Buy
6,422
+34
+0.5% +$1.93K 0.02% 427
2022
Q4 		$365K Buy
6,388
+30
+0.5% +$1.76K 0.03% 371
2022
Q3 		$336K Buy
6,358
+31
+0.5% +$1.81K 0.03% 362
2022
Q2 		$377K Buy
6,327
+28
+0.4% +$1.7K 0.04% 310
2022
Q1 		$400K Buy
6,299
+27
+0.4% +$1.63K 0.03% 344
2021
Q4 		$361K Buy
6,272
+27
+0.4% +$1.43K 0.03% 367
2021
Q3 		$301K Buy
6,245
+32
+0.5% +$1.5K 0.02% 377
2021
Q2 		$293K Buy
6,213
+33
+0.5% +$1.5K 0.03% 369
2021
Q1 		$277K Sell
6,180
-566
-8% -$26.1K 0.03% 371
2020
Q4 		$304K Buy
6,746
+34
+0.5% +$1.45K 0.04% 341
2020
Q3 		$274K Buy
6,712
+39
+0.6% +$1.62K 0.04% 344
2020
Q2 		$276K Buy
+6,673
New +$306K 0.04% 341
2019
Q4 		– Sell
-500
Closed -$25K – 796
2019
Q3 		$25K Buy
+500
New +$25.6K ﹤0.01% 507

Other funds holding CSGS

MIM
Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 1-Year Est. Return
LS
Livforsakringsbolaget Skandia Stockholm, Sweden $3.11B AUM 56.77% 1-Year Est. Return
CG
Curat Global Springfield, New Hampshire $122M AUM 46.06% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Avior Wealth Management's CSGS Position: Q2 2026 in Review

Avior Wealth Management sold out of CSG Systems International (CSGS) in Q2 2026, closing a stake of 3,042 shares — an estimated $243K sold.

Avior Wealth Management first reported a position in CSGS in Q3 2019 and held it in 24 quarters. The position peaked at $400K in Q1 2022. 4 funds tracked by Wall St. Rank hold CSGS as of Q2 2026.

  • Avior Wealth Management reported no remaining CSG Systems International position as of Q2 2026 after selling out during the quarter.
  • Avior Wealth Management sold 3,042 CSG Systems International shares in Q2 2026, an estimated $243K.
  • Avior Wealth Management first reported a position in CSG Systems International in Q3 2019 and held it in 24 quarters.
  • Avior Wealth Management's CSG Systems International position peaked at $400K in Q1 2022.
  • 4 funds tracked by Wall St. Rank held CSG Systems International as of Q2 2026.

Based on Avior Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.