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Steward Partners Investment Advisory’s Consumer Portfolio Services CPSS Stock Holding History

Steward Partners Investment Advisory’s Portfolio CPSS Stock Details CPSS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$4.25K Hold
550
– – ﹤0.01% 3849
2025
Q4 		$5.13K Hold
550
– – ﹤0.01% 3685
2025
Q3 		$4.15K Buy
+550
New +$4.69K ﹤0.01% 3715

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VCM
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BCM
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Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
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State Street
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Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
EF
Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return

Steward Partners Investment Advisory's CPSS Position: Q1 2026 in Review

Steward Partners Investment Advisory held its Consumer Portfolio Services (CPSS) position steady in Q1 2026 at 550 shares worth $4.25K. The position accounts for ﹤0.01% of the portfolio, ranked #3849.

Steward Partners Investment Advisory first reported a position in CPSS in Q3 2025 and has held it in 3 quarters since. The position peaked at $5.13K in Q4 2025. 61 funds tracked by Wall St. Rank hold CPSS as of Q1 2026.

  • Steward Partners Investment Advisory held 550 shares of Consumer Portfolio Services worth $4.25K as of Q1 2026.
  • Steward Partners Investment Advisory left its Consumer Portfolio Services share count unchanged in Q1 2026.
  • Consumer Portfolio Services made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #3849 holding.
  • Steward Partners Investment Advisory first reported a position in Consumer Portfolio Services in Q3 2025 and has held it in 3 quarters since.
  • Steward Partners Investment Advisory's Consumer Portfolio Services position peaked at $5.13K in Q4 2025.
  • 61 funds tracked by Wall St. Rank held Consumer Portfolio Services as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.