Equitable Holdings’s ProShares Large Cap Core Plus CSM Stock Holding History

Equitable Holdings’s Portfolio CSM Stock Details CSM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$269K	Hold	3,382	–	–	﹤0.01%	1499
2025 Q4	$269K	Hold	3,382	–	–	﹤0.01%	1373
2025 Q3	$259K	Sell	3,382 -78	-2%	-$5.72K	﹤0.01%	1338
2025 Q2	$244K	Sell	3,460 -40	-1%	-$2.61K	﹤0.01%	1285
2025 Q1	$223K	Hold	3,500	–	–	﹤0.01%	1200
2024 Q4	$231K	Sell	3,500 -523	-13%	-$35K	﹤0.01%	1151
2024 Q3	$263K	Hold	4,023	–	–	﹤0.01%	1086
2024 Q2	$250K	Hold	4,023	–	–	﹤0.01%	1051
2024 Q1	$244K	Hold	4,023	–	–	﹤0.01%	1026
2023 Q4	$220K	Buy	+4,023	New	+$205K	﹤0.01%	1036
2023 Q3	–	Sell	-4,023	Closed	-$205K	–	1076
2023 Q2	$205K	Sell	4,023 -215	-5%	-$10.4K	﹤0.01%	980
2023 Q1	$202K	Sell	4,238 -400	-9%	-$18.9K	﹤0.01%	923
2022 Q4	$208K	Buy	+4,638	New	+$212K	﹤0.01%	846
2022 Q3	–	Sell	-5,117	Closed	-$228K	–	875
2022 Q2	$228K	Buy	+5,117	New	+$251K	﹤0.01%	779
2020 Q1	–	Sell	-9,748	Closed	-$376K	–	587
2019 Q4	$376K	Buy	+9,748	New	+$359K	0.01%	453

Other funds holding CSM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

Waterfront Wealth Overland Park, Kansas $545M AUM 19.05% 1-Year Est. Return

OBWG

Onyx Bridge Wealth Group Tarrytown, New York $930M AUM 16.6% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Equitable Holdings's CSM Position: Q1 2026 in Review

Equitable Holdings held its ProShares Large Cap Core Plus (CSM) position steady in Q1 2026 at 3,382 shares worth $269K. The position accounts for ﹤0.01% of the portfolio, ranked #1499.

Equitable Holdings first reported a position in CSM in Q4 2019 and has held it in 15 quarters since. The position peaked at $376K in Q4 2019. 101 funds tracked by Wall St. Rank hold CSM as of Q1 2026.

Equitable Holdings held 3,382 shares of ProShares Large Cap Core Plus worth $269K as of Q1 2026.
Equitable Holdings left its ProShares Large Cap Core Plus share count unchanged in Q1 2026.
ProShares Large Cap Core Plus made up ﹤0.01% of Equitable Holdings's portfolio in Q1 2026, its #1499 holding.
Equitable Holdings first reported a position in ProShares Large Cap Core Plus in Q4 2019 and has held it in 15 quarters since.
Equitable Holdings's ProShares Large Cap Core Plus position peaked at $376K in Q4 2019.
101 funds tracked by Wall St. Rank held ProShares Large Cap Core Plus as of Q1 2026.

Based on Equitable Holdings's 13F filing for Q1 2026, filed 15 May 2026.