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CPSS icon

Covestor’s Consumer Portfolio Services CPSS Stock Holding History

Covestor’s Portfolio CPSS Stock Details CPSS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-58
Closed -$1K – 2327
2025
Q4 		$1K Buy
58
+3
+5% +$25 ﹤0.01% 2016
2025
Q3 		$0 Buy
+55
New +$469 ﹤0.01% 2344
2025
Q2 		– Sell
-9
Closed – – 2279
2025
Q1 		$0 Buy
+9
New +$94 ﹤0.01% 2292

Other funds holding CPSS

BDCMI
Black Diamond Capital Management I St. Thomas $136M AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
EF
Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return

Covestor's CPSS Position: Q1 2026 in Review

Covestor sold out of Consumer Portfolio Services (CPSS) in Q1 2026, closing a stake of 58 shares — an estimated $1K sold.

Covestor first reported a position in CPSS in Q1 2025 and held it in 3 quarters. The position peaked at $1K in Q4 2025. 61 funds tracked by Wall St. Rank hold CPSS as of Q1 2026.

  • Covestor reported no remaining Consumer Portfolio Services position as of Q1 2026 after selling out during the quarter.
  • Covestor sold 58 Consumer Portfolio Services shares in Q1 2026, an estimated $1K.
  • Covestor first reported a position in Consumer Portfolio Services in Q1 2025 and held it in 3 quarters.
  • Covestor's Consumer Portfolio Services position peaked at $1K in Q4 2025.
  • 61 funds tracked by Wall St. Rank held Consumer Portfolio Services as of Q1 2026.

Based on Covestor's 13F filing for Q1 2026, filed 5 May 2026.