Raymond James Financial
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Raymond James Financial’s VictoryShares US Small Cap High Div Volatility Wtd ETF CSB Stock Holding History

Raymond James Financial’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 		$1.71M Buy
27,647
+2,109
+8% +$131K ﹤0.01% 3468
2025
Q4 		$1.5M Buy
25,538
+295
+1% +$17.2K ﹤0.01% 3502
2025
Q3 		$1.49M Sell
25,243
-3,203
-11% -$186K ﹤0.01% 3404
2025
Q2 		$1.58M Sell
28,446
-2,484
-8% -$135K ﹤0.01% 3277
2025
Q1 		$1.78M Sell
30,930
-1,604
-5% -$95.2K ﹤0.01% 3077
2024
Q4 		$1.93M Buy
+32,534
New +$1.97M ﹤0.01% 3001

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 $316M AUM 29.79% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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 $1.01B AUM 17.58% 1-Year Est. Return
ES
Eagle Strategies New York $1.01B AUM 26.85% 1-Year Est. Return

Raymond James Financial's CSB Position: Q1 2026 in Review

Raymond James Financial increased its VictoryShares US Small Cap High Div Volatility Wtd ETF (CSB) stake by 8.3% in Q1 2026, buying an estimated $131K and bringing the position to 27,647 shares worth $1.71M. The position accounts for ﹤0.01% of the portfolio, ranked #3468.

Raymond James Financial first reported a position in CSB in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.93M in Q4 2024. 60 funds tracked by Wall St. Rank hold CSB as of Q1 2026.

  • Raymond James Financial held 27,647 shares of VictoryShares US Small Cap High Div Volatility Wtd ETF worth $1.71M as of Q1 2026.
  • Raymond James Financial bought 2,109 VictoryShares US Small Cap High Div Volatility Wtd ETF shares in Q1 2026, an estimated $131K.
  • VictoryShares US Small Cap High Div Volatility Wtd ETF made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #3468 holding.
  • Raymond James Financial first reported a position in VictoryShares US Small Cap High Div Volatility Wtd ETF in Q4 2024 and has held it in 6 quarters since.
  • Raymond James Financial's VictoryShares US Small Cap High Div Volatility Wtd ETF position peaked at $1.93M in Q4 2024.
  • 60 funds tracked by Wall St. Rank held VictoryShares US Small Cap High Div Volatility Wtd ETF as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.