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CSM Advisors’s Amdocs DOX Stock Holding History

CSM Advisors’s Portfolio DOX Stock Details DOX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$460K Hold
7,055
– – 0.01% 370
2025
Q4 		$568K Hold
7,055
– – 0.02% 364
2025
Q3 		$579K Buy
+7,055
New +$612K 0.02% 368

Other funds holding DOX

Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

CSM Advisors's DOX Position: Q1 2026 in Review

CSM Advisors held its Amdocs (DOX) position steady in Q1 2026 at 7,055 shares worth $460K. The position accounts for 0.01% of the portfolio, ranked #370.

CSM Advisors first reported a position in DOX in Q3 2025 and has held it in 3 quarters since. The position peaked at $579K in Q3 2025. 473 funds tracked by Wall St. Rank hold DOX as of Q1 2026.

  • CSM Advisors held 7,055 shares of Amdocs worth $460K as of Q1 2026.
  • CSM Advisors left its Amdocs share count unchanged in Q1 2026.
  • Amdocs made up 0.01% of CSM Advisors's portfolio in Q1 2026, its #370 holding.
  • CSM Advisors first reported a position in Amdocs in Q3 2025 and has held it in 3 quarters since.
  • CSM Advisors's Amdocs position peaked at $579K in Q3 2025.
  • 473 funds tracked by Wall St. Rank held Amdocs as of Q1 2026.

Based on CSM Advisors's 13F filing for Q1 2026, filed 15 May 2026.