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 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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Nvest Financial Portsmouth, New Hampshire $268M AUM 22.87% 1-Year Est. Return

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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 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 $896M AUM 15.29% 1-Year Est. Return

Eagle Strategies New York $837M AUM 21.63% 1-Year Est. Return

Fidelity Investments's CSB Position: Q1 2026 in Review

Fidelity Investments held its VictoryShares US Small Cap High Div Volatility Wtd ETF (CSB) position steady in Q1 2026 at 99 shares worth $6.13K. The position accounts for ﹤0.01% of the portfolio, ranked #4873.

Fidelity Investments first reported a position in CSB in Q1 2020 and has held it in 15 quarters since. The position peaked at $23.6K in Q4 2023. 60 funds tracked by Wall St. Rank hold CSB as of Q1 2026.

Fidelity Investments held 99 shares of VictoryShares US Small Cap High Div Volatility Wtd ETF worth $6.13K as of Q1 2026.
Fidelity Investments left its VictoryShares US Small Cap High Div Volatility Wtd ETF share count unchanged in Q1 2026.
VictoryShares US Small Cap High Div Volatility Wtd ETF made up ﹤0.01% of Fidelity Investments's portfolio in Q1 2026, its #4873 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 15 quarters since.
Fidelity Investments's VictoryShares US Small Cap High Div Volatility Wtd ETF position peaked at $23.6K in Q4 2023.
60 funds tracked by Wall St. Rank held VictoryShares US Small Cap High Div Volatility Wtd ETF as of Q1 2026.

Based on Fidelity Investments's 13F filing for Q1 2026, filed 15 May 2026.