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 Q3	$3.17M	Buy	36,492 +1,673	+5%	+$146K	0.56%	25
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

B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return

Onyx Bridge Wealth Group Tarrytown, New York $1.14B AUM 18.43% 1-Year Est. Return

Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return

GCP

Gill Capital Partners Denver, Colorado $366M AUM 12.21% 1-Year Est. Return

HCR Wealth Advisors Los Angeles, California $1.27B AUM 24.42% 1-Year Est. Return

EWM

Elmwood Wealth Management Berkeley, California $416M AUM 11.87% 1-Year Est. Return

WealthPLAN Partners Omaha, Nebraska $544M AUM 17.34% 1-Year Est. Return

Commonwealth Financial Services Vienna, West Virginia $559M AUM 17.73% 1-Year Est. Return

JCFM

JBR Co Financial Management Ardmore, Oklahoma $261M AUM 21.54% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return

Manchester Financial's CSM Position: Q3 2026 in Review

Manchester Financial increased its ProShares Large Cap Core Plus (CSM) stake by 4.8% in Q3 2026, buying an estimated $146K and bringing the position to 36,492 shares worth $3.17M. The position accounts for 0.56% of the portfolio, ranked #25.

Manchester Financial first reported a position in CSM in Q4 2024 and has held it in 8 quarters since. 17 funds tracked by Wall St. Rank hold CSM as of Q3 2026.

Manchester Financial held 36,492 shares of ProShares Large Cap Core Plus worth $3.17M as of Q3 2026.
Manchester Financial bought 1,673 ProShares Large Cap Core Plus shares in Q3 2026, an estimated $146K.
ProShares Large Cap Core Plus made up 0.56% of Manchester Financial's portfolio in Q3 2026, its #25 holding.
Manchester Financial first reported a position in ProShares Large Cap Core Plus in Q4 2024 and has held it in 8 quarters since.
17 funds tracked by Wall St. Rank held ProShares Large Cap Core Plus as of Q3 2026.

Based on Manchester Financial's 13F filing for Q3 2026, filed 15 Oct 2026.