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Savvy Advisors Inc’s CSP Inc CSPI Stock Holding History

Savvy Advisors Inc’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
2026
Q2 		$754K Buy
+94,985
New +$867K 0.02% 633

Other funds holding CSPI

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
CWP
Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.26% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.72% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
RIL
Rothschild Investment LLC Chicago, Illinois $2.68B AUM 34.39% 1-Year Est. Return
CIAM
Caitong International Asset Management Hong Kong $729M AUM 1,176.98% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $516M AUM 28.38% 1-Year Est. Return

Savvy Advisors Inc's CSPI Position: Q2 2026 in Review

Savvy Advisors Inc opened a new position in CSP Inc (CSPI) in Q2 2026: 94,985 shares worth $754K. The stake represents 0.02% of the portfolio and ranks #633 among its holdings.

12 funds tracked by Wall St. Rank hold CSPI as of Q2 2026.

  • Savvy Advisors Inc held 94,985 shares of CSP Inc worth $754K as of Q2 2026.
  • CSP Inc was a new Savvy Advisors Inc position in Q2 2026.
  • CSP Inc made up 0.02% of Savvy Advisors Inc's portfolio in Q2 2026, its #633 holding.
  • 12 funds tracked by Wall St. Rank held CSP Inc as of Q2 2026.

Based on Savvy Advisors Inc's 13F filing for Q2 2026, filed 3 Aug 2026.