Osaic Holdings
CISO icon

Osaic Holdings’s CISO Global CISO Stock Holding History

Osaic Holdings’s Portfolio CISO Stock Details CISO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$6.64K Sell
31,834
-4,500
-12% -$1.13K ﹤0.01% 6836
2026
Q2 		$10.1K Hold
36,334
– – ﹤0.01% 6603
2026
Q1 		$12.6K Hold
36,334
– – ﹤0.01% 6151
2025
Q4 		$17.5K Buy
36,334
+3,417
+10% +$2.8K ﹤0.01% 5962
2025
Q3 		$33.8K Buy
32,917
+24,334
+284% +$25.7K ﹤0.01% 5566
2025
Q2 		$9.9K Buy
8,583
+583
+7% +$514 ﹤0.01% 6153
2025
Q1 		$3.52K Buy
+8,000
New +$8.46K ﹤0.01% 6359

Other funds holding CISO

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Quadrant Private Wealth Management
Quadrant Private Wealth Management Center Valley, Pennsylvania $753M AUM 13.49% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $67.2B AUM 18.61% 1-Year Est. Return
Jane Street
Jane Street New York $1.19T AUM 51.51% 1-Year Est. Return
ORG Wealth Partners
ORG Wealth Partners Dallas, Texas $607M AUM 23.88% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
American Capital Advisory
American Capital Advisory Ketchum, Idaho $293M AUM 15.31% 1-Year Est. Return
SBI Securities
SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return

Osaic Holdings's CISO Position: Q3 2026 in Review

Osaic Holdings reduced its CISO Global (CISO) stake by 12% in Q3 2026, selling an estimated $1.13K and leaving 31,834 shares worth $6.64K. The position accounts for ﹤0.01% of the portfolio, ranked #6836.

Osaic Holdings first reported a position in CISO in Q1 2025 and has held it in 7 quarters since. The position peaked at $33.8K in Q3 2025. 15 funds tracked by Wall St. Rank hold CISO as of Q3 2026.

  • Osaic Holdings held 31,834 shares of CISO Global worth $6.64K as of Q3 2026.
  • Osaic Holdings sold 4,500 CISO Global shares in Q3 2026, an estimated $1.13K.
  • CISO Global made up ﹤0.01% of Osaic Holdings's portfolio in Q3 2026, its #6836 holding.
  • Osaic Holdings first reported a position in CISO Global in Q1 2025 and has held it in 7 quarters since.
  • Osaic Holdings's CISO Global position peaked at $33.8K in Q3 2025.
  • 15 funds tracked by Wall St. Rank held CISO Global as of Q3 2026.

Based on Osaic Holdings's 13F filing for Q3 2026, filed 12 Nov 2026.