Stifel Financial
CSM icon

Stifel Financial’s ProShares Large Cap Core Plus CSM Stock Holding History

Stifel Financial’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
2026
Q1 		$7.64M Sell
102,149
-19,408
-16% -$1.52M 0.01% 1097
2025
Q4 		$9.69M Buy
121,557
+751
+0.6% +$58.6K 0.01% 967
2025
Q3 		$9.25M Buy
120,806
+319
+0.3% +$23.4K 0.01% 987
2025
Q2 		$8.49M Buy
120,487
+24,794
+26% +$1.62M 0.01% 973
2025
Q1 		$6.1M Buy
95,693
+1,415
+2% +$94.4K 0.01% 1077
2024
Q4 		$6.24M Sell
94,278
-2,309
-2% -$155K 0.01% 1088
2024
Q3 		$6.31M Buy
96,587
+1,505
+2% +$94.5K 0.01% 1074
2024
Q2 		$5.9M Sell
95,082
-680
-0.7% -$40.7K 0.01% 1046
2024
Q1 		$5.82M Sell
95,762
-511
-0.5% -$29.3K 0.01% 1057
2023
Q4 		$5.27M Buy
96,273
+12,854
+15% +$654K 0.01% 1073
2023
Q3 		$4.07M Buy
83,419
+2,753
+3% +$141K 0.01% 1144
2023
Q2 		$4.12M Buy
80,666
+1,613
+2% +$77.9K 0.01% 1160
2023
Q1 		$3.77M Buy
79,053
+45,063
+133% +$2.13M 0.01% 1185
2022
Q4 		$1.53M Buy
33,990
+636
+2% +$29K ﹤0.01% 1716
2022
Q3 		$1.41M Buy
33,354
+4,336
+15% +$204K ﹤0.01% 1709
2022
Q2 		$1.29M Buy
29,018
+329
+1% +$16.2K ﹤0.01% 1810
2022
Q1 		$1.54M Buy
28,689
+295
+1% +$15.6K ﹤0.01% 1821
2021
Q4 		$1.58M Sell
28,394
-1,596
-5% -$85.4K ﹤0.01% 1793
2021
Q3 		$1.5M Buy
29,990
+4,864
+19% +$249K ﹤0.01% 1776
2021
Q2 		$1.25M Buy
25,126
+2,294
+10% +$111K ﹤0.01% 1936
2021
Q1 		$1.04M Buy
22,832
+328
+1% +$14.5K ﹤0.01% 1961
2020
Q4 		$949K Buy
22,504
+312
+1% +$12.5K ﹤0.01% 1884
2020
Q3 		$846K Sell
22,192
-5,758
-21% -$217K ﹤0.01% 1751
2020
Q2 		$992K Sell
27,950
-12,092
-30% -$407K ﹤0.01% 1565
2020
Q1 		$1.18M Sell
40,042
-1,104
-3% -$39.8K ﹤0.01% 1324
2019
Q4 		$1.59M Buy
41,146
+468
+1% +$17.2K ﹤0.01% 1489
2019
Q3 		$1.45M Buy
40,678
+9,464
+30% +$334K ﹤0.01% 1516
2019
Q2 		$1.1M Buy
31,214
+418
+1% +$14.5K ﹤0.01% 1742
2019
Q1 		$1.05M Buy
30,796
+23,536
+324% +$780K ﹤0.01% 1620
2018
Q4 		$220K Hold
7,260
– – ﹤0.01% 2413
2018
Q3 		$262K Sell
7,260
-510
-7% -$18K ﹤0.01% 2438
2018
Q2 		$263K Buy
7,770
+510
+7% +$17.2K ﹤0.01% 2380
2018
Q1 		$242K Buy
+7,260
New +$248K ﹤0.01% 2366
2015
Q4 		– Sell
-18,532
Closed -$428K – 2344
2015
Q3 		$428K Sell
18,532
-268
-1% -$6.56K ﹤0.01% 1645
2015
Q2 		$467K Buy
18,800
+1,140
+6% +$29K ﹤0.01% 1716
2015
Q1 		$444K Buy
17,660
+8,192
+87% +$206K ﹤0.01% 1677
2014
Q4 		$239K Buy
+9,468
New +$233K ﹤0.01% 1987

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
WW
Waterfront Wealth Overland Park, Kansas $545M AUM 19.05% 1-Year Est. Return
OBWG
Onyx Bridge Wealth Group Tarrytown, New York $930M AUM 16.6% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Stifel Financial's CSM Position: Q1 2026 in Review

Stifel Financial reduced its ProShares Large Cap Core Plus (CSM) stake by 16% in Q1 2026, selling an estimated $1.52M and leaving 102,149 shares worth $7.64M. The position accounts for 0.01% of the portfolio, ranked #1097.

Stifel Financial first reported a position in CSM in Q4 2014 and has held it in 37 quarters since. The position peaked at $9.69M in Q4 2025. 101 funds tracked by Wall St. Rank hold CSM as of Q1 2026.

  • Stifel Financial held 102,149 shares of ProShares Large Cap Core Plus worth $7.64M as of Q1 2026.
  • Stifel Financial sold 19,408 ProShares Large Cap Core Plus shares in Q1 2026, an estimated $1.52M.
  • ProShares Large Cap Core Plus made up 0.01% of Stifel Financial's portfolio in Q1 2026, its #1097 holding.
  • Stifel Financial first reported a position in ProShares Large Cap Core Plus in Q4 2014 and has held it in 37 quarters since.
  • Stifel Financial's ProShares Large Cap Core Plus position peaked at $9.69M in Q4 2025.
  • 101 funds tracked by Wall St. Rank held ProShares Large Cap Core Plus as of Q1 2026.

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