BFG
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Birch Financial Group’s CoStar Group CSGP Stock Holding History

Birch Financial Group’s Portfolio CSGP Stock Details CSGP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-5,988
Closed -$403K – 137
2025
Q4 		$403K Buy
5,988
+105
+2% +$7.44K 0.23% 82
2025
Q3 		$496K Buy
5,883
+2,091
+55% +$185K 0.29% 67
2025
Q2 		$305K Sell
3,792
-431
-10% -$33.6K 0.24% 75
2025
Q1 		$335K Sell
4,223
-874
-17% -$66.5K 0.3% 76
2024
Q4 		$365K Buy
+5,097
New +$385K 0.41% 56

Other funds holding CSGP

Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return

Birch Financial Group's CSGP Position: Q1 2026 in Review

Birch Financial Group sold out of CoStar Group (CSGP) in Q1 2026, closing a stake of 5,988 shares — an estimated $403K sold.

Birch Financial Group first reported a position in CSGP in Q4 2024 and held it in 5 quarters. The position peaked at $496K in Q3 2025. 797 funds tracked by Wall St. Rank hold CSGP as of Q1 2026.

  • Birch Financial Group reported no remaining CoStar Group position as of Q1 2026 after selling out during the quarter.
  • Birch Financial Group sold 5,988 CoStar Group shares in Q1 2026, an estimated $403K.
  • Birch Financial Group first reported a position in CoStar Group in Q4 2024 and held it in 5 quarters.
  • Birch Financial Group's CoStar Group position peaked at $496K in Q3 2025.
  • 797 funds tracked by Wall St. Rank held CoStar Group as of Q1 2026.

Based on Birch Financial Group's 13F filing for Q1 2026, filed 17 Apr 2026.