EWA
CSGS

EP Wealth Advisors’s CSG Systems International CSGS Stock Holding History

EP Wealth Advisors’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
-4,034
Closed -$322K – 1753
2026
Q1 		$322K Sell
4,034
-436
-10% -$34.7K ﹤0.01% 1117
2025
Q4 		$343K Buy
+4,470
New +$330K ﹤0.01% 1060
2025
Q2 		$330K Sell
5,047
-190
-4% -$11.9K ﹤0.01% 965
2025
Q1 		$317K Buy
5,237
+707
+16% +$42K ﹤0.01% 891
2024
Q4 		$232K Buy
+4,530
New +$233K ﹤0.01% 997

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

EP Wealth Advisors's CSGS Position: Q2 2026 in Review

EP Wealth Advisors sold out of CSG Systems International (CSGS) in Q2 2026, closing a stake of 4,034 shares — an estimated $322K sold.

EP Wealth Advisors first reported a position in CSGS in Q4 2024 and held it in 5 quarters. The position peaked at $343K in Q4 2025. 4 funds tracked by Wall St. Rank hold CSGS as of Q2 2026.

  • EP Wealth Advisors reported no remaining CSG Systems International position as of Q2 2026 after selling out during the quarter.
  • EP Wealth Advisors sold 4,034 CSG Systems International shares in Q2 2026, an estimated $322K.
  • EP Wealth Advisors first reported a position in CSG Systems International in Q4 2024 and held it in 5 quarters.
  • EP Wealth Advisors's CSG Systems International position peaked at $343K in Q4 2025.
  • 4 funds tracked by Wall St. Rank held CSG Systems International as of Q2 2026.

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