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CSM Advisors’s ePlus PLUS Stock Holding History

CSM Advisors’s Portfolio PLUS Stock Details PLUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.95M Buy
23,424
+10,099
+76% +$840K 0.04% 308
2026
Q1 		$1M Buy
13,325
+1,067
+9% +$87.5K 0.02% 333
2025
Q4 		$1.07M Buy
12,258
+1,341
+12% +$111K 0.03% 320
2025
Q3 		$775K Buy
10,917
+3,254
+42% +$229K 0.02% 348
2025
Q2 		$553K Buy
+7,663
New +$504K 0.02% 329

Other funds holding PLUS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
AC
AltraVue Capital Bellevue, Washington $1.39B AUM 53.77% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

CSM Advisors's PLUS Position: Q2 2026 in Review

CSM Advisors increased its ePlus (PLUS) stake by 76% in Q2 2026, buying an estimated $840K and bringing the position to 23,424 shares worth $1.95M. The position accounts for 0.04% of the portfolio, ranked #308.

CSM Advisors first reported a position in PLUS in Q2 2025 and has held it in 5 quarters since. 289 funds tracked by Wall St. Rank hold PLUS as of Q2 2026.

  • CSM Advisors held 23,424 shares of ePlus worth $1.95M as of Q2 2026.
  • CSM Advisors bought 10,099 ePlus shares in Q2 2026, an estimated $840K.
  • ePlus made up 0.04% of CSM Advisors's portfolio in Q2 2026, its #308 holding.
  • CSM Advisors first reported a position in ePlus in Q2 2025 and has held it in 5 quarters since.
  • 289 funds tracked by Wall St. Rank held ePlus as of Q2 2026.

Based on CSM Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.