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O'Shaughnessy Asset Management’s VictoryShares US Small Cap High Div Volatility Wtd ETF CSB Stock Holding History

O'Shaughnessy Asset Management’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 		$19.5K Buy
+316
New +$19.6K ﹤0.01% 2349

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
NF
Nvest Financial Portsmouth, New Hampshire $268M AUM 22.87% 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 $837M AUM 21.63% 1-Year Est. Return

O'Shaughnessy Asset Management's CSB Position: Q1 2026 in Review

O'Shaughnessy Asset Management opened a new position in VictoryShares US Small Cap High Div Volatility Wtd ETF (CSB) in Q1 2026: 316 shares worth $19.5K. The stake represents ﹤0.01% of the portfolio and ranks #2349 among its holdings.

60 funds tracked by Wall St. Rank hold CSB as of Q1 2026.

  • O'Shaughnessy Asset Management held 316 shares of VictoryShares US Small Cap High Div Volatility Wtd ETF worth $19.5K as of Q1 2026.
  • VictoryShares US Small Cap High Div Volatility Wtd ETF was a new O'Shaughnessy Asset Management position in Q1 2026.
  • VictoryShares US Small Cap High Div Volatility Wtd ETF made up ﹤0.01% of O'Shaughnessy Asset Management's portfolio in Q1 2026, its #2349 holding.
  • 60 funds tracked by Wall St. Rank held VictoryShares US Small Cap High Div Volatility Wtd ETF as of Q1 2026.

Based on O'Shaughnessy Asset Management's 13F filing for Q1 2026, filed 13 May 2026.