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Copeland Capital Management’s CSP Inc CSPI Stock Holding History

Copeland Capital Management’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
Q1 		– Sell
-3,932
Closed -$49.1K – 262
2025
Q4 		$49.1K Hold
3,932
– – ﹤0.01% 219
2025
Q3 		$45.4K Sell
3,932
-39
-1% -$457 ﹤0.01% 216
2025
Q2 		$51.4K Buy
3,971
+559
+16% +$8.05K ﹤0.01% 203
2025
Q1 		$52.3K Sell
3,412
-1,120
-25% -$19.1K ﹤0.01% 192
2024
Q4 		$72.8K Buy
4,532
+1,277
+39% +$18.4K ﹤0.01% 165
2024
Q3 		$42.3K Buy
+3,255
New +$45.7K ﹤0.01% 199

Other funds holding CSPI

VWA
Visionary Wealth Advisors O'fallon, Illinois $2.53B AUM 24.4% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Copeland Capital Management's CSPI Position: Q1 2026 in Review

Copeland Capital Management sold out of CSP Inc (CSPI) in Q1 2026, closing a stake of 3,932 shares — an estimated $49.1K sold.

Copeland Capital Management first reported a position in CSPI in Q3 2024 and held it in 6 quarters. The position peaked at $72.8K in Q4 2024. 48 funds tracked by Wall St. Rank hold CSPI as of Q1 2026.

  • Copeland Capital Management reported no remaining CSP Inc position as of Q1 2026 after selling out during the quarter.
  • Copeland Capital Management sold 3,932 CSP Inc shares in Q1 2026, an estimated $49.1K.
  • Copeland Capital Management first reported a position in CSP Inc in Q3 2024 and held it in 6 quarters.
  • Copeland Capital Management's CSP Inc position peaked at $72.8K in Q4 2024.
  • 48 funds tracked by Wall St. Rank held CSP Inc as of Q1 2026.

Based on Copeland Capital Management's 13F filing for Q1 2026, filed 6 May 2026.