PWMG
CSGS

Private Wealth Management Group’s CSG Systems International CSGS Stock Holding History

Private Wealth Management Group’s Portfolio CSGS Stock Details CSGS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-37
Closed -$2.96K – 1465
2026
Q1 		$2.96K Hold
37
– – ﹤0.01% 951
2025
Q4 		$2.84K Hold
37
– – ﹤0.01% 967
2025
Q3 		$2.38K Hold
37
– – ﹤0.01% 1054
2025
Q2 		$2.42K Hold
37
– – ﹤0.01% 1028
2025
Q1 		$2.24K Hold
37
– – ﹤0.01% 1020
2024
Q4 		$1.89K Hold
37
– – ﹤0.01% 1104
2024
Q3 		$1.8K Hold
37
– – ﹤0.01% 1109
2024
Q2 		$1.52K Sell
37
-4
-10% -$177 ﹤0.01% 1153
2024
Q1 		$2.11K Hold
41
– – ﹤0.01% 938
2023
Q4 		$2.18K Buy
+41
New +$2.1K ﹤0.01% 943

Other funds holding CSGS

MIM
Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 1-Year Est. Return
CG
Curat Global Springfield, New Hampshire $122M AUM 46.06% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Private Wealth Management Group's CSGS Position: Q2 2026 in Review

Private Wealth Management Group sold out of CSG Systems International (CSGS) in Q2 2026, closing a stake of 37 shares — an estimated $2.96K sold.

Private Wealth Management Group first reported a position in CSGS in Q4 2023 and held it in 10 quarters. The position peaked at $2.96K in Q1 2026. 3 funds tracked by Wall St. Rank hold CSGS as of Q2 2026.

  • Private Wealth Management Group reported no remaining CSG Systems International position as of Q2 2026 after selling out during the quarter.
  • Private Wealth Management Group sold 37 CSG Systems International shares in Q2 2026, an estimated $2.96K.
  • Private Wealth Management Group first reported a position in CSG Systems International in Q4 2023 and held it in 10 quarters.
  • Private Wealth Management Group's CSG Systems International position peaked at $2.96K in Q1 2026.
  • 3 funds tracked by Wall St. Rank held CSG Systems International as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.