Stifel Financial
CSB icon

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

Stifel 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 		$303K Sell
4,900
-1,482
-23% -$91.7K ﹤0.01% 3179
2025
Q4 		$374K Sell
6,382
-245
-4% -$14.3K ﹤0.01% 3018
2025
Q3 		$392K Sell
6,627
-835
-11% -$48.6K ﹤0.01% 2949
2025
Q2 		$413K Sell
7,462
-170
-2% -$9.27K ﹤0.01% 2872
2025
Q1 		$438K Buy
7,632
+841
+12% +$49.9K ﹤0.01% 2763
2024
Q4 		$403K Hold
6,791
– – ﹤0.01% 2799
2024
Q3 		$399K Sell
6,791
-61,888
-90% -$3.52M ﹤0.01% 2804
2024
Q2 		$3.67M Sell
68,679
-5,868
-8% -$318K ﹤0.01% 1309
2024
Q1 		$4.18M Buy
74,547
+40,380
+118% +$2.18M ﹤0.01% 1247
2023
Q4 		$1.91M Buy
34,167
+22,375
+190% +$1.13M ﹤0.01% 1697
2023
Q3 		$578K Sell
11,792
-4,064
-26% -$210K ﹤0.01% 2420
2023
Q2 		$814K Buy
15,856
+238
+2% +$12K ﹤0.01% 2209
2023
Q1 		$811K Buy
15,618
+901
+6% +$48.9K ﹤0.01% 2199
2022
Q4 		$759K Buy
14,717
+3,257
+28% +$169K ﹤0.01% 2206
2022
Q3 		$531K Buy
11,460
+1,332
+13% +$70.8K ﹤0.01% 2397
2022
Q2 		$530K Sell
10,128
-309
-3% -$17.1K ﹤0.01% 2425
2022
Q1 		$610K Sell
10,437
-928
-8% -$55.2K ﹤0.01% 2463
2021
Q4 		$698K Sell
11,365
-553
-5% -$33.3K ﹤0.01% 2389
2021
Q3 		$685K Sell
11,918
-19,640
-62% -$1.15M ﹤0.01% 2376
2021
Q2 		$1.9M Buy
31,558
+2,693
+9% +$164K ﹤0.01% 1642
2021
Q1 		$1.7M Buy
28,865
+977
+4% +$54.6K ﹤0.01% 1610
2020
Q4 		$1.39M Buy
27,888
+866
+3% +$38.4K ﹤0.01% 1614
2020
Q3 		$1.02M Buy
27,022
+3,258
+14% +$124K ﹤0.01% 1615
2020
Q2 		$872K Buy
23,764
+1,918
+9% +$65.7K ﹤0.01% 1661
2020
Q1 		$686K Buy
21,846
+14,886
+214% +$609K ﹤0.01% 1660
2019
Q4 		$327K Buy
6,960
+684
+11% +$31.3K ﹤0.01% 2494
2019
Q3 		$278K Buy
6,276
+462
+8% +$20.1K ﹤0.01% 2477
2019
Q2 		$258K Buy
+5,814
New +$256K ﹤0.01% 2574

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 $268M AUM 22.87% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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 $896M AUM 15.29% 1-Year Est. Return
ES
Eagle Strategies New York $837M AUM 21.63% 1-Year Est. Return

Stifel Financial's CSB Position: Q1 2026 in Review

Stifel Financial reduced its VictoryShares US Small Cap High Div Volatility Wtd ETF (CSB) stake by 23% in Q1 2026, selling an estimated $91.7K and leaving 4,900 shares worth $303K. The position accounts for ﹤0.01% of the portfolio, ranked #3179.

Stifel Financial first reported a position in CSB in Q2 2019 and has held it in 28 quarters since. The position peaked at $4.18M in Q1 2024. 60 funds tracked by Wall St. Rank hold CSB as of Q1 2026.

  • Stifel Financial held 4,900 shares of VictoryShares US Small Cap High Div Volatility Wtd ETF worth $303K as of Q1 2026.
  • Stifel Financial sold 1,482 VictoryShares US Small Cap High Div Volatility Wtd ETF shares in Q1 2026, an estimated $91.7K.
  • VictoryShares US Small Cap High Div Volatility Wtd ETF made up ﹤0.01% of Stifel Financial's portfolio in Q1 2026, its #3179 holding.
  • Stifel Financial first reported a position in VictoryShares US Small Cap High Div Volatility Wtd ETF in Q2 2019 and has held it in 28 quarters since.
  • Stifel Financial's VictoryShares US Small Cap High Div Volatility Wtd ETF position peaked at $4.18M in Q1 2024.
  • 60 funds tracked by Wall St. Rank held VictoryShares US Small Cap High Div Volatility Wtd ETF as of Q1 2026.

Based on Stifel Financial's 13F filing for Q1 2026, filed 12 May 2026.