Fidelity Investments
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Fidelity Investments’s VictoryShares US Small Cap High Div Volatility Wtd ETF CSB Stock Holding History

Fidelity Investments’s Portfolio CSB Stock Details CSB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$10.8K Buy
165
+66
+67% +$4.22K ﹤0.01% 4861
2026
Q1 		$6.13K Hold
99
– – ﹤0.01% 4873
2025
Q4 		$5.82K Buy
99
+76
+330% +$4.44K ﹤0.01% 4865
2025
Q3 		$1.38K Sell
23
-3
-12% -$175 ﹤0.01% 4983
2025
Q2 		$1.43K Sell
26
-87
-77% -$4.74K ﹤0.01% 4912
2025
Q1 		$6.46K Sell
113
-137
-55% -$8.13K ﹤0.01% 4631
2024
Q4 		$14.8K Buy
+250
New +$15.2K ﹤0.01% 4309
2024
Q3 		– Sell
-17
Closed -$908 – 5533
2024
Q2 		$908 Sell
17
-289
-94% -$15.6K ﹤0.01% 4809
2024
Q1 		$17.1K Sell
306
-116
-27% -$6.25K ﹤0.01% 4071
2023
Q4 		$23.6K Buy
422
+421
+42,100% +$21.3K ﹤0.01% 3859
2023
Q3 		$49 Buy
+1
New +$52 ﹤0.01% 4932
2023
Q1 		– Sell
-1
Closed -$52 – 5320
2022
Q4 		$52 Hold
1
– – ﹤0.01% 4937
2022
Q3 		$0 Buy
+1
New +$53 ﹤0.01% 4918
2022
Q1 		– Sell
-1
Closed – – 5019
2021
Q4 		$0 Buy
+1
New +$60 ﹤0.01% 4407
2020
Q3 		– Sell
-1
Closed – – 3718
2020
Q2 		$0 Hold
1
– – ﹤0.01% 3658
2020
Q1 		$0 Buy
+1
New +$41 ﹤0.01% 3696

Other funds holding CSB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
NF
Nvest Financial Portsmouth, New Hampshire $316M AUM 29.79% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
IWP
IAG Wealth Partners Waukesha, Wisconsin $1.01B AUM 17.58% 1-Year Est. Return
ES
Eagle Strategies New York $1.01B AUM 26.85% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Fidelity Investments's CSB Position: Q2 2026 in Review

Fidelity Investments increased its VictoryShares US Small Cap High Div Volatility Wtd ETF (CSB) stake by 67% in Q2 2026, buying an estimated $4.22K and bringing the position to 165 shares worth $10.8K. The position accounts for ﹤0.01% of the portfolio, ranked #4861.

Fidelity Investments first reported a position in CSB in Q1 2020 and has held it in 16 quarters since. The position peaked at $23.6K in Q4 2023. 57 funds tracked by Wall St. Rank hold CSB as of Q2 2026.

  • Fidelity Investments held 165 shares of VictoryShares US Small Cap High Div Volatility Wtd ETF worth $10.8K as of Q2 2026.
  • Fidelity Investments bought 66 VictoryShares US Small Cap High Div Volatility Wtd ETF shares in Q2 2026, an estimated $4.22K.
  • VictoryShares US Small Cap High Div Volatility Wtd ETF made up ﹤0.01% of Fidelity Investments's portfolio in Q2 2026, its #4861 holding.
  • Fidelity Investments first reported a position in VictoryShares US Small Cap High Div Volatility Wtd ETF in Q1 2020 and has held it in 16 quarters since.
  • Fidelity Investments's VictoryShares US Small Cap High Div Volatility Wtd ETF position peaked at $23.6K in Q4 2023.
  • 57 funds tracked by Wall St. Rank held VictoryShares US Small Cap High Div Volatility Wtd ETF as of Q2 2026.

Based on Fidelity Investments's 13F filing for Q2 2026, filed 13 Aug 2026.