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

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

HWA

HCR Wealth Advisors Los Angeles, California $1.12B AUM 33.13% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

EWM

Elmwood Wealth Management Berkeley, California $400M AUM 17.81% 1-Year Est. Return

SWM

SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

CFS

Commonwealth Financial Services Vienna, West Virginia $744M AUM 23.6% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

JCFM

JBR Co Financial Management Ardmore, Oklahoma $274M AUM 32.15% 1-Year Est. Return

FFN

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 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. 16 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.
16 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.