Osaic Holdings
CSPI icon

Osaic Holdings’s CSP Inc CSPI Stock Holding History

Osaic Holdings’s Portfolio CSPI Stock Details CSPI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-7,000
Closed -$87.5K – 7867
2025
Q4 		$87.5K Buy
+7,000
New +$85.7K ﹤0.01% 4829
2024
Q2 		– Sell
-46
Closed -$849 – 7443
2024
Q1 		$849 Buy
+46
New +$736 ﹤0.01% 6717
2023
Q4 		– Sell
-4
Closed -$35 – 7333
2023
Q3 		$35 Buy
+4
New +$29 ﹤0.01% 7292

Other funds holding CSPI

VWA
Visionary Wealth Advisors O'fallon, Illinois $2.26B AUM 19.48% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Osaic Holdings's CSPI Position: Q1 2026 in Review

Osaic Holdings sold out of CSP Inc (CSPI) in Q1 2026, closing a stake of 7,000 shares — an estimated $87.5K sold.

Osaic Holdings first reported a position in CSPI in Q3 2023 and held it in 3 quarters. The position peaked at $87.5K in Q4 2025. 48 funds tracked by Wall St. Rank hold CSPI as of Q1 2026.

  • Osaic Holdings reported no remaining CSP Inc position as of Q1 2026 after selling out during the quarter.
  • Osaic Holdings sold 7,000 CSP Inc shares in Q1 2026, an estimated $87.5K.
  • Osaic Holdings first reported a position in CSP Inc in Q3 2023 and held it in 3 quarters.
  • Osaic Holdings's CSP Inc position peaked at $87.5K in Q4 2025.
  • 48 funds tracked by Wall St. Rank held CSP Inc as of Q1 2026.

Based on Osaic Holdings's 13F filing for Q1 2026, filed 15 May 2026.