IFWM
CSGS

Institute for Wealth Management’s CSG Systems International CSGS Stock Holding History

Institute for Wealth Management’s Portfolio CSGS Stock Details CSGS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-3,701
Closed -$242K – 567
2025
Q2 		$242K Buy
+3,701
New +$231K 0.03% 493

Other funds holding CSGS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Institute for Wealth Management's CSGS Position: Q3 2025 in Review

Institute for Wealth Management sold out of CSG Systems International (CSGS) in Q3 2025, closing a stake of 3,701 shares — an estimated $242K sold.

Institute for Wealth Management first reported a position in CSGS in Q2 2025 and held it in 1 quarter. The position peaked at $242K in Q2 2025. 288 funds tracked by Wall St. Rank hold CSGS as of Q3 2025.

  • Institute for Wealth Management reported no remaining CSG Systems International position as of Q3 2025 after selling out during the quarter.
  • Institute for Wealth Management sold 3,701 CSG Systems International shares in Q3 2025, an estimated $242K.
  • Institute for Wealth Management first reported a position in CSG Systems International in Q2 2025 and held it in 1 quarter.
  • Institute for Wealth Management's CSG Systems International position peaked at $242K in Q2 2025.
  • 288 funds tracked by Wall St. Rank held CSG Systems International as of Q3 2025.

Based on Institute for Wealth Management's 13F filing for Q3 2025, filed 17 Oct 2025.