Corient Private Wealth
CSGS

Corient Private Wealth’s CSG Systems International CSGS Stock Holding History

Corient Private Wealth’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
-3,558
Closed -$284K – 3082
2026
Q1 		$284K Buy
3,558
+56
+2% +$4.46K ﹤0.01% 2346
2025
Q4 		$269K Buy
3,502
+28
+0.8% +$2.07K ﹤0.01% 2243
2025
Q3 		$224K Buy
+3,474
New +$221K ﹤0.01% 2296

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

Corient Private Wealth's CSGS Position: Q2 2026 in Review

Corient Private Wealth sold out of CSG Systems International (CSGS) in Q2 2026, closing a stake of 3,558 shares — an estimated $284K sold.

Corient Private Wealth first reported a position in CSGS in Q3 2025 and held it in 3 quarters. The position peaked at $284K in Q1 2026. 4 funds tracked by Wall St. Rank hold CSGS as of Q2 2026.

  • Corient Private Wealth reported no remaining CSG Systems International position as of Q2 2026 after selling out during the quarter.
  • Corient Private Wealth sold 3,558 CSG Systems International shares in Q2 2026, an estimated $284K.
  • Corient Private Wealth first reported a position in CSG Systems International in Q3 2025 and held it in 3 quarters.
  • Corient Private Wealth's CSG Systems International position peaked at $284K in Q1 2026.
  • 4 funds tracked by Wall St. Rank held CSG Systems International as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.