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 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 $1.66T AUM 25.57% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 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 $545M AUM 19.05% 1-Year Est. Return

OBWG

Onyx Bridge Wealth Group Tarrytown, New York $930M AUM 16.6% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

First Pacific Financial's CSM Position: Q1 2026 in Review

First Pacific Financial increased its ProShares Large Cap Core Plus (CSM) stake by 0.44% in Q1 2026, buying an estimated $157 and bringing the position to 460 shares worth $34.4K. The position accounts for ﹤0.01% of the portfolio, ranked #273.

First Pacific Financial first reported a position in CSM in Q2 2023 and has held it in 12 quarters since. The position peaked at $36.5K in Q4 2025. 101 funds tracked by Wall St. Rank hold CSM as of Q1 2026.

First Pacific Financial held 460 shares of ProShares Large Cap Core Plus worth $34.4K as of Q1 2026.
First Pacific Financial bought 2 ProShares Large Cap Core Plus shares in Q1 2026, an estimated $157.
ProShares Large Cap Core Plus made up ﹤0.01% of First Pacific Financial's portfolio in Q1 2026, its #273 holding.
First Pacific Financial first reported a position in ProShares Large Cap Core Plus in Q2 2023 and has held it in 12 quarters since.
First Pacific Financial's ProShares Large Cap Core Plus position peaked at $36.5K in Q4 2025.
101 funds tracked by Wall St. Rank held ProShares Large Cap Core Plus as of Q1 2026.

Based on First Pacific Financial's 13F filing for Q1 2026, filed 23 Apr 2026.