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Nvest Financial’s VictoryShares US Small Cap High Div Volatility Wtd ETF CSB Stock Holding History

Nvest Financial’s Portfolio CSB Stock Details CSB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$6.86M Buy
111,016
+96,718
+676% +$5.99M 2.55% 8
2025
Q4 		$838K Buy
14,298
+5,254
+58% +$307K 0.35% 62
2025
Q3 		$535K Buy
9,044
+4,167
+85% +$242K 0.31% 66
2025
Q2 		$270K Buy
+4,877
New +$266K 0.14% 95

Other funds holding CSB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
IWP
IAG Wealth Partners Waukesha, Wisconsin $896M AUM 15.29% 1-Year Est. Return
ES
Eagle Strategies New York $1.01B AUM 26.85% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Nvest Financial's CSB Position: Q1 2026 in Review

Nvest Financial increased its VictoryShares US Small Cap High Div Volatility Wtd ETF (CSB) stake by 676% in Q1 2026, buying an estimated $5.99M and bringing the position to 111,016 shares worth $6.86M. The position accounts for 2.55% of the portfolio, ranked #8.

Nvest Financial first reported a position in CSB in Q2 2025 and has held it in 4 quarters since. 60 funds tracked by Wall St. Rank hold CSB as of Q1 2026.

  • Nvest Financial held 111,016 shares of VictoryShares US Small Cap High Div Volatility Wtd ETF worth $6.86M as of Q1 2026.
  • Nvest Financial bought 96,718 VictoryShares US Small Cap High Div Volatility Wtd ETF shares in Q1 2026, an estimated $5.99M.
  • VictoryShares US Small Cap High Div Volatility Wtd ETF made up 2.55% of Nvest Financial's portfolio in Q1 2026, its #8 holding.
  • Nvest Financial first reported a position in VictoryShares US Small Cap High Div Volatility Wtd ETF in Q2 2025 and has held it in 4 quarters since.
  • 60 funds tracked by Wall St. Rank held VictoryShares US Small Cap High Div Volatility Wtd ETF as of Q1 2026.

Based on Nvest Financial's 13F filing for Q1 2026, filed 28 Apr 2026.