OSAM
CSM icon

O'Shaughnessy Asset Management’s ProShares Large Cap Core Plus CSM Stock Holding History

O'Shaughnessy Asset Management’s Portfolio CSM Stock Details CSM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$14.5K Hold
194
– – ﹤0.01% 2376
2025
Q4 		$15.5K Hold
194
– – ﹤0.01% 2367
2025
Q3 		$14.9K Buy
+194
New +$14.2K ﹤0.01% 2320

Other funds holding CSM

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
WW
Waterfront Wealth Overland Park, Kansas $545M AUM 19.05% 1-Year Est. Return
OBWG
Onyx Bridge Wealth Group Tarrytown, New York $930M AUM 16.6% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

O'Shaughnessy Asset Management held its ProShares Large Cap Core Plus (CSM) position steady in Q1 2026 at 194 shares worth $14.5K. The position accounts for ﹤0.01% of the portfolio, ranked #2376.

O'Shaughnessy Asset Management first reported a position in CSM in Q3 2025 and has held it in 3 quarters since. The position peaked at $15.5K in Q4 2025. 101 funds tracked by Wall St. Rank hold CSM as of Q1 2026.

  • O'Shaughnessy Asset Management held 194 shares of ProShares Large Cap Core Plus worth $14.5K as of Q1 2026.
  • O'Shaughnessy Asset Management left its ProShares Large Cap Core Plus share count unchanged in Q1 2026.
  • ProShares Large Cap Core Plus made up ﹤0.01% of O'Shaughnessy Asset Management's portfolio in Q1 2026, its #2376 holding.
  • O'Shaughnessy Asset Management first reported a position in ProShares Large Cap Core Plus in Q3 2025 and has held it in 3 quarters since.
  • O'Shaughnessy Asset Management's ProShares Large Cap Core Plus position peaked at $15.5K in Q4 2025.
  • 101 funds tracked by Wall St. Rank held ProShares Large Cap Core Plus as of Q1 2026.

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