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

Manchester 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	$2.97M	Buy	34,819 +3,331	+11%	+$277K	0.53%	27
2026 Q1	$2.36M	Buy	31,488 +714	+2%	+$56K	0.45%	30
2025 Q4	$2.45M	Buy	30,774 +768	+3%	+$60K	0.46%	34
2025 Q3	$2.3M	Buy	30,006 +16,311	+119%	+$1.2M	0.46%	33
2025 Q2	$965K	Buy	13,695 +4,560	+50%	+$297K	0.2%	54
2025 Q1	$582K	Buy	9,135 +5,363	+142%	+$358K	0.13%	62
2024 Q4	$249K	Buy	+3,772	New	+$253K	0.05%	95

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

Manchester Financial's CSM Position: Q2 2026 in Review

Manchester Financial increased its ProShares Large Cap Core Plus (CSM) stake by 11% in Q2 2026, buying an estimated $277K and bringing the position to 34,819 shares worth $2.97M. The position accounts for 0.53% of the portfolio, ranked #27.

Manchester Financial first reported a position in CSM in Q4 2024 and has held it in 7 quarters since. 104 funds tracked by Wall St. Rank hold CSM as of Q2 2026.

Manchester Financial held 34,819 shares of ProShares Large Cap Core Plus worth $2.97M as of Q2 2026.
Manchester Financial bought 3,331 ProShares Large Cap Core Plus shares in Q2 2026, an estimated $277K.
ProShares Large Cap Core Plus made up 0.53% of Manchester Financial's portfolio in Q2 2026, its #27 holding.
Manchester Financial first reported a position in ProShares Large Cap Core Plus in Q4 2024 and has held it in 7 quarters since.
104 funds tracked by Wall St. Rank held ProShares Large Cap Core Plus as of Q2 2026.

Based on Manchester Financial's 13F filing for Q2 2026, filed 17 Jul 2026.