EWA
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EverSource Wealth Advisors’s CSP Inc CSPI Stock Holding History

EverSource Wealth Advisors’s Portfolio CSPI Stock Details CSPI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$247 Buy
31
+11
+55% +$100 ﹤0.01% 4228
2026
Q1 		$172 Buy
20
+19
+1,900% +$189 ﹤0.01% 4215
2025
Q4 		$13 Hold
1
– – ﹤0.01% 4241
2025
Q3 		$12 Buy
+1
New +$12 ﹤0.01% 4294

Other funds holding CSPI

VWA
Visionary Wealth Advisors O'fallon, Illinois $2.53B AUM 24.4% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
SAI
Savvy Advisors Inc New York $4.71B AUM 25.36% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM

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

EverSource Wealth Advisors increased its CSP Inc (CSPI) stake by 55% in Q2 2026, buying an estimated $100 and bringing the position to 31 shares worth $247. The position accounts for ﹤0.01% of the portfolio, ranked #4228.

EverSource Wealth Advisors first reported a position in CSPI in Q3 2025 and has held it in 4 quarters since. 44 funds tracked by Wall St. Rank hold CSPI as of Q2 2026.

  • EverSource Wealth Advisors held 31 shares of CSP Inc worth $247 as of Q2 2026.
  • EverSource Wealth Advisors bought 11 CSP Inc shares in Q2 2026, an estimated $100.
  • CSP Inc made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #4228 holding.
  • EverSource Wealth Advisors first reported a position in CSP Inc in Q3 2025 and has held it in 4 quarters since.
  • 44 funds tracked by Wall St. Rank held CSP Inc as of Q2 2026.

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