CSM Advisors
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CSM Advisors’s Holley HLLY Stock Holding History

CSM Advisors’s Portfolio HLLY Stock Details HLLY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$6.08M Buy
+2,576,190
New +$7.09M 0.13% 176

Other funds holding HLLY

Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
Blue Owl Capital Holdings
Blue Owl Capital Holdings New York $548M AUM 35.34% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

CSM Advisors's HLLY Position: Q3 2026 in Review

CSM Advisors opened a new position in Holley (HLLY) in Q3 2026: 2,576,190 shares worth $6.08M. The stake represents 0.13% of the portfolio and ranks #176 among its holdings.

97 funds tracked by Wall St. Rank hold HLLY as of Q3 2026.

  • CSM Advisors held 2,576,190 shares of Holley worth $6.08M as of Q3 2026.
  • Holley was a new CSM Advisors position in Q3 2026.
  • Holley made up 0.13% of CSM Advisors's portfolio in Q3 2026, its #176 holding.
  • 97 funds tracked by Wall St. Rank held Holley as of Q3 2026.

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