Focus Financial Network’s ProShares Large Cap Core Plus CSM Stock Holding History

Focus Financial Network’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	$225K	Buy	+2,637	New	+$219K	0.01%	702
2026 Q1	–	Sell	-2,737	Closed	-$218K	–	742
2025 Q4	$218K	Sell	2,737 -676	-20%	-$52.8K	0.01%	684
2025 Q3	$261K	Sell	3,413 -76	-2%	-$5.57K	0.01%	637
2025 Q2	$247K	Sell	3,489 -1	-0%	-$65	0.01%	631
2025 Q1	$222K	Sell	3,490 -35	-1%	-$2.33K	0.01%	630
2024 Q4	$233K	Sell	3,525 -589	-14%	-$39.4K	0.01%	618
2024 Q3	$270K	Hold	4,114	–	–	0.01%	578
2024 Q2	$261K	Buy	4,114 +8	+0.2%	+$479	0.01%	565
2024 Q1	$236K	Sell	4,106 -32	-0.8%	-$1.84K	0.01%	559
2023 Q4	$227K	Buy	4,138 +10	+0.2%	+$509	0.01%	649
2023 Q3	$201K	Sell	4,128 -72	-2%	-$3.68K	0.01%	560
2023 Q2	$214K	Buy	+4,200	New	+$203K	0.01%	543
2022 Q2	–	Sell	-4,478	Closed	-$241K	–	488
2022 Q1	$241K	Buy	+4,478	New	+$237K	0.02%	451
2021 Q1	–	Sell	-7,096	Closed	-$299K	–	416
2020 Q4	$299K	Sell	7,096 -2,674	-27%	-$107K	0.03%	348
2020 Q3	$373K	Sell	9,770 -19,416	-67%	-$733K	0.03%	302
2020 Q2	$1.04M	Sell	29,186 -4,376	-13%	-$147K	0.12%	160
2020 Q1	$998K	Sell	33,562 -3,486	-9%	-$126K	0.13%	144
2019 Q4	$1.44M	Sell	37,048 -2,516	-6%	-$92.7K	0.18%	118
2019 Q3	$1.41M	Sell	39,564 -19,250	-33%	-$679K	0.2%	104
2019 Q2	$2.08M	Buy	58,814 +4,876	+9%	+$170K	0.31%	67
2019 Q1	$1.84M	Buy	+53,938	New	+$1.79M	0.3%	68

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

Focus Financial Network's CSM Position: Q2 2026 in Review

Focus Financial Network opened a new position in ProShares Large Cap Core Plus (CSM) in Q2 2026: 2,637 shares worth $225K. The stake represents 0.01% of the portfolio and ranks #702 among its holdings. This is a return to the name: Focus Financial Network previously reported a position in CSM as recently as Q4 2025.

Focus Financial Network first reported a position in CSM in Q1 2019 and has held it in 21 quarters since. The position peaked at $2.08M in Q2 2019. 104 funds tracked by Wall St. Rank hold CSM as of Q2 2026.

Focus Financial Network held 2,637 shares of ProShares Large Cap Core Plus worth $225K as of Q2 2026.
ProShares Large Cap Core Plus was a new Focus Financial Network position in Q2 2026.
ProShares Large Cap Core Plus made up 0.01% of Focus Financial Network's portfolio in Q2 2026, its #702 holding.
Focus Financial Network first reported a position in ProShares Large Cap Core Plus in Q1 2019 and has held it in 21 quarters since.
Focus Financial Network's ProShares Large Cap Core Plus position peaked at $2.08M in Q2 2019.
104 funds tracked by Wall St. Rank held ProShares Large Cap Core Plus as of Q2 2026.

Based on Focus Financial Network's 13F filing for Q2 2026, filed 9 Jul 2026.