Pacific Sun Financial’s ProShares Large Cap Core Plus CSM Stock Holding History

Pacific Sun Financial’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	$269K	Buy	3,590 +50	+1%	+$3.92K	0.13%	174
2025 Q4	$282K	Hold	3,540	–	–	0.14%	166
2025 Q3	$271K	Hold	3,540	–	–	0.13%	165
2025 Q2	$249K	Hold	3,540	–	–	0.13%	167
2025 Q1	$226K	Hold	3,540	–	–	0.13%	167
2024 Q4	$234K	Hold	3,540	–	–	0.13%	163
2024 Q3	$231K	Hold	3,540	–	–	0.13%	167
2024 Q2	$220K	Sell	3,540 -360	-9%	-$21.5K	0.13%	165
2024 Q1	$237K	Hold	3,900	–	–	0.14%	163
2023 Q4	$214K	Buy	+3,900	New	+$199K	0.13%	167
2022 Q2	–	Sell	-4,100	Closed	-$221K	–	179
2022 Q1	$221K	Buy	+4,100	New	+$217K	0.12%	179
2021 Q4	–	Sell	-4,320	Closed	-$216K	–	178
2021 Q3	$216K	Buy	+4,320	New	+$221K	0.12%	166

Other funds holding CSM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

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

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 St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

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 San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Pacific Sun Financial's CSM Position: Q1 2026 in Review

Pacific Sun Financial increased its ProShares Large Cap Core Plus (CSM) stake by 1.4% in Q1 2026, buying an estimated $3.92K and bringing the position to 3,590 shares worth $269K. The position accounts for 0.13% of the portfolio, ranked #174.

Pacific Sun Financial first reported a position in CSM in Q3 2021 and has held it in 12 quarters since. The position peaked at $282K in Q4 2025. 101 funds tracked by Wall St. Rank hold CSM as of Q1 2026.

Pacific Sun Financial held 3,590 shares of ProShares Large Cap Core Plus worth $269K as of Q1 2026.
Pacific Sun Financial bought 50 ProShares Large Cap Core Plus shares in Q1 2026, an estimated $3.92K.
ProShares Large Cap Core Plus made up 0.13% of Pacific Sun Financial's portfolio in Q1 2026, its #174 holding.
Pacific Sun Financial first reported a position in ProShares Large Cap Core Plus in Q3 2021 and has held it in 12 quarters since.
Pacific Sun Financial's ProShares Large Cap Core Plus position peaked at $282K in Q4 2025.
101 funds tracked by Wall St. Rank held ProShares Large Cap Core Plus as of Q1 2026.

Based on Pacific Sun Financial's 13F filing for Q1 2026, filed 8 May 2026.