EWA
CSGS

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

EverSource 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
-973
Closed -$77.8K – 4423
2026
Q1 		$77.8K Buy
973
+235
+32% +$18.7K ﹤0.01% 1580
2025
Q4 		$56.6K Buy
738
+367
+99% +$27.1K ﹤0.01% 1663
2025
Q3 		$23.9K Buy
371
+71
+24% +$4.52K ﹤0.01% 2236
2025
Q2 		$19.6K Buy
300
+176
+142% +$11K ﹤0.01% 2305
2025
Q1 		$7.5K Buy
124
+69
+125% +$4.1K ﹤0.01% 2281
2024
Q4 		$2.81K Buy
55
+8
+17% +$412 ﹤0.01% 2585
2024
Q3 		$2.29K Hold
47
– – ﹤0.01% 2507
2024
Q2 		$2.2K Buy
47
+31
+194% +$1.37K ﹤0.01% 2521
2024
Q1 		$756 Sell
16
-10
-38% -$520 ﹤0.01% 2645
2023
Q4 		$1.38K Buy
26
+10
+63% +$512 ﹤0.01% 2294
2023
Q3 		$818 Sell
16
-22
-58% -$1.17K ﹤0.01% 2295
2023
Q2 		$2K Hold
38
– – ﹤0.01% 2029
2023
Q1 		$2.04K Hold
38
– – ﹤0.01% 1931
2022
Q4 		$2.17K Hold
38
– – ﹤0.01% 1886
2022
Q3 		$2K Hold
38
– – ﹤0.01% 1646
2022
Q2 		$2K Hold
38
– – ﹤0.01% 1484
2022
Q1 		$2K Hold
38
– – ﹤0.01% 1505
2021
Q4 		$2K Buy
+38
New +$2.02K ﹤0.01% 1524

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

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

EverSource Wealth Advisors sold out of CSG Systems International (CSGS) in Q2 2026, closing a stake of 973 shares — an estimated $77.8K sold.

EverSource Wealth Advisors first reported a position in CSGS in Q4 2021 and held it in 18 quarters. The position peaked at $77.8K in Q1 2026. 4 funds tracked by Wall St. Rank hold CSGS as of Q2 2026.

  • EverSource Wealth Advisors reported no remaining CSG Systems International position as of Q2 2026 after selling out during the quarter.
  • EverSource Wealth Advisors sold 973 CSG Systems International shares in Q2 2026, an estimated $77.8K.
  • EverSource Wealth Advisors first reported a position in CSG Systems International in Q4 2021 and held it in 18 quarters.
  • EverSource Wealth Advisors's CSG Systems International position peaked at $77.8K in Q1 2026.
  • 4 funds tracked by Wall St. Rank held CSG Systems International as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.