Russell Investments Group
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Russell Investments Group’s ProShares Large Cap Core Plus CSM Stock Holding History

Russell Investments Group’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
2025
Q2 		– Sell
-34
Closed -$2.17K – 3863
2025
Q1 		$2.17K Hold
34
– – ﹤0.01% 3505
2024
Q4 		$2.25K Buy
+34
New +$2.28K ﹤0.01% 3424

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
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
OBWG
Onyx Bridge Wealth Group Tarrytown, New York $930M AUM 16.6% 1-Year Est. Return
WW
Waterfront Wealth Overland Park, Kansas $545M AUM 19.05% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AF
Apexium Financial Dallas, Texas $2.06B AUM 15.96% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Russell Investments Group's CSM Position: Q2 2025 in Review

Russell Investments Group sold out of ProShares Large Cap Core Plus (CSM) in Q2 2025, closing a stake of 34 shares — an estimated $2.17K sold.

Russell Investments Group first reported a position in CSM in Q4 2024 and held it in 2 quarters. The position peaked at $2.25K in Q4 2024. 99 funds tracked by Wall St. Rank hold CSM as of Q2 2025.

  • Russell Investments Group reported no remaining ProShares Large Cap Core Plus position as of Q2 2025 after selling out during the quarter.
  • Russell Investments Group sold 34 ProShares Large Cap Core Plus shares in Q2 2025, an estimated $2.17K.
  • Russell Investments Group first reported a position in ProShares Large Cap Core Plus in Q4 2024 and held it in 2 quarters.
  • Russell Investments Group's ProShares Large Cap Core Plus position peaked at $2.25K in Q4 2024.
  • 99 funds tracked by Wall St. Rank held ProShares Large Cap Core Plus as of Q2 2025.

Based on Russell Investments Group's 13F filing for Q2 2025, filed 13 Aug 2025.