Clearstead Advisors
CSQR icon

Clearstead Advisors’s Csquare CSQR Stock Holding History

Clearstead Advisors’s Portfolio CSQR Stock Details CSQR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$4.95K Buy
+313
New +$6.16K ﹤0.01% 2217

Other funds holding CSQR

Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
STRS Ohio
STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
RhumbLine Advisers
RhumbLine Advisers Boston, Massachusetts $134B AUM 35.21% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Vanderbilt University
Vanderbilt University Nashville, Tennessee $822M AUM 12.92% 1-Year Est. Return

Clearstead Advisors's CSQR Position: Q3 2026 in Review

Clearstead Advisors opened a new position in Csquare (CSQR) in Q3 2026: 313 shares worth $4.95K. The stake represents ﹤0.01% of the portfolio and ranks #2217 among its holdings.

26 funds tracked by Wall St. Rank hold CSQR as of Q3 2026.

  • Clearstead Advisors held 313 shares of Csquare worth $4.95K as of Q3 2026.
  • Csquare was a new Clearstead Advisors position in Q3 2026.
  • Csquare made up ﹤0.01% of Clearstead Advisors's portfolio in Q3 2026, its #2217 holding.
  • 26 funds tracked by Wall St. Rank held Csquare as of Q3 2026.

Based on Clearstead Advisors's 13F filing for Q3 2026, filed 6 Nov 2026.