First Pacific Financial’s ProShares Large Cap Core Plus CSM Stock Holding History

First Pacific Financial’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 Q2	$38.3K	Sell	449 -11	-2%	-$915	﹤0.01%	270
2026 Q1	$34.4K	Buy	460 +2	+0.4%	+$157	﹤0.01%	273
2025 Q4	$36.5K	Buy	458 +1	+0.2%	+$78	﹤0.01%	253
2025 Q3	$35K	Buy	457 +1	+0.2%	+$73	﹤0.01%	253
2025 Q2	$32.1K	Hold	456	–	–	﹤0.01%	255
2025 Q1	$29K	Hold	456	–	–	0.01%	219
2024 Q4	$30.1K	Hold	456	–	–	0.01%	222
2024 Q3	$29.8K	Hold	456	–	–	0.01%	222
2024 Q2	$28.3K	Hold	456	–	–	0.01%	202
2024 Q1	$27.7K	Hold	456	–	–	0.01%	207
2023 Q4	$25K	Buy	456 +2	+0.4%	+$102	0.01%	208
2023 Q3	$22.2K	Buy	454 +1	+0.2%	+$51	0.01%	191
2023 Q2	$23.1K	Buy	+453	New	+$21.9K	0.01%	176

Other funds holding CSM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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 $645M AUM 27.59% 1-Year Est. Return

OBWG

Onyx Bridge Wealth Group Tarrytown, New York $1.11B AUM 24.65% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

First Pacific Financial's CSM Position: Q2 2026 in Review

First Pacific Financial reduced its ProShares Large Cap Core Plus (CSM) stake by 2.4% in Q2 2026, selling an estimated $915 and leaving 449 shares worth $38.3K. The position accounts for ﹤0.01% of the portfolio, ranked #270.

First Pacific Financial first reported a position in CSM in Q2 2023 and has held it in 13 quarters since. 104 funds tracked by Wall St. Rank hold CSM as of Q2 2026.

First Pacific Financial held 449 shares of ProShares Large Cap Core Plus worth $38.3K as of Q2 2026.
First Pacific Financial sold 11 ProShares Large Cap Core Plus shares in Q2 2026, an estimated $915.
ProShares Large Cap Core Plus made up ﹤0.01% of First Pacific Financial's portfolio in Q2 2026, its #270 holding.
First Pacific Financial first reported a position in ProShares Large Cap Core Plus in Q2 2023 and has held it in 13 quarters since.
104 funds tracked by Wall St. Rank held ProShares Large Cap Core Plus as of Q2 2026.

Based on First Pacific Financial's 13F filing for Q2 2026, filed 20 Jul 2026.