Rise Advisors’s CSP Inc CSPI Stock Holding History

Rise Advisors’s Portfolio CSPI Stock Details CSPI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-43	Closed	-$497	–	409
2025 Q3	$497	Buy	+43	New	+$504	﹤0.01%	1417

Other funds holding CSPI

VWA

Visionary Wealth Advisors O'fallon, Illinois $2.26B AUM 19.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

BCM

Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

Rise Advisors's CSPI Position: Q4 2025 in Review

Rise Advisors sold out of CSP Inc (CSPI) in Q4 2025, closing a stake of 43 shares — an estimated $497 sold.

Rise Advisors first reported a position in CSPI in Q3 2025 and held it in 1 quarter. The position peaked at $497 in Q3 2025. 43 funds tracked by Wall St. Rank hold CSPI as of Q4 2025.

Rise Advisors reported no remaining CSP Inc position as of Q4 2025 after selling out during the quarter.
Rise Advisors sold 43 CSP Inc shares in Q4 2025, an estimated $497.
Rise Advisors first reported a position in CSP Inc in Q3 2025 and held it in 1 quarter.
Rise Advisors's CSP Inc position peaked at $497 in Q3 2025.
43 funds tracked by Wall St. Rank held CSP Inc as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.