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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
Q2 		– Sell
-316
Closed -$19.5K – 2668
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 $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
NF
Nvest Financial Portsmouth, New Hampshire $316M AUM 29.79% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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 $1.01B AUM 17.58% 1-Year Est. Return
ES
Eagle Strategies New York $1.01B AUM 26.85% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

O'Shaughnessy Asset Management's CSB Position: Q2 2026 in Review

O'Shaughnessy Asset Management sold out of VictoryShares US Small Cap High Div Volatility Wtd ETF (CSB) in Q2 2026, closing a stake of 316 shares — an estimated $19.5K sold.

O'Shaughnessy Asset Management first reported a position in CSB in Q1 2026 and held it in 1 quarter. The position peaked at $19.5K in Q1 2026. 57 funds tracked by Wall St. Rank hold CSB as of Q2 2026.

  • O'Shaughnessy Asset Management reported no remaining VictoryShares US Small Cap High Div Volatility Wtd ETF position as of Q2 2026 after selling out during the quarter.
  • O'Shaughnessy Asset Management sold 316 VictoryShares US Small Cap High Div Volatility Wtd ETF shares in Q2 2026, an estimated $19.5K.
  • O'Shaughnessy Asset Management first reported a position in VictoryShares US Small Cap High Div Volatility Wtd ETF in Q1 2026 and held it in 1 quarter.
  • O'Shaughnessy Asset Management's VictoryShares US Small Cap High Div Volatility Wtd ETF position peaked at $19.5K in Q1 2026.
  • 57 funds tracked by Wall St. Rank held VictoryShares US Small Cap High Div Volatility Wtd ETF as of Q2 2026.

Based on O'Shaughnessy Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.