Sunbelt Securities’s Credit Suisse Asset Management Income Fund CIK Stock Holding History

Sunbelt Securities’s Portfolio CIK Stock Details CIK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$8.7K	Hold	3,400	–	–	﹤0.01%	1536
2025 Q4	$9.62K	Hold	3,400	–	–	﹤0.01%	1449
2025 Q3	$9.96K	Hold	3,400	–	–	﹤0.01%	1445
2025 Q2	$9.83K	Hold	3,400	–	–	﹤0.01%	1311
2025 Q1	$9.86K	Hold	3,400	–	–	﹤0.01%	1272
2024 Q4	$9.86K	Hold	3,400	–	–	﹤0.01%	1311
2024 Q3	$10.5K	Hold	3,400	–	–	﹤0.01%	1283
2024 Q2	$10.1K	Hold	3,400	–	–	﹤0.01%	1266
2024 Q1	$10K	Hold	3,400	–	–	﹤0.01%	1243
2023 Q4	$10.6K	Hold	3,400	–	–	﹤0.01%	1155
2023 Q3	$8.81K	Hold	3,400	–	–	﹤0.01%	1185
2023 Q2	$10K	Buy	+3,400	New	+$9.39K	﹤0.01%	1176
2016 Q4	–	Sell	-17,187	Closed	-$54K	–	94
2016 Q3	$54K	Buy	17,187 +262	+2%	+$799	0.07%	108
2016 Q2	$50K	Sell	16,925 -160	-0.9%	-$464	0.07%	97
2016 Q1	$49K	Buy	17,085 +290	+2%	+$789	0.07%	90
2015 Q4	$47K	Sell	16,795 -1,784	-10%	-$5.08K	0.07%	91
2015 Q3	$53K	Sell	18,579 -10,318	-36%	-$30.6K	0.07%	105
2015 Q2	$92K	Buy	28,897 +485	+2%	+$1.56K	0.13%	113
2015 Q1	$91K	Buy	28,412 +5,482	+24%	+$17.7K	0.14%	104
2014 Q4	$75K	Buy	+22,930	New	+$76.9K	0.1%	112

Other funds holding CIK

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

WAM

Wolverine Asset Management Chicago, Illinois $11.4B AUM 5.65% 1-Year Est. Return

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

DAS

Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Sunbelt Securities's CIK Position: Q1 2026 in Review

Sunbelt Securities held its Credit Suisse Asset Management Income Fund (CIK) position steady in Q1 2026 at 3,400 shares worth $8.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1536.

Sunbelt Securities first reported a position in CIK in Q4 2014 and has held it in 20 quarters since. The position peaked at $92K in Q2 2015. 52 funds tracked by Wall St. Rank hold CIK as of Q1 2026.

Sunbelt Securities held 3,400 shares of Credit Suisse Asset Management Income Fund worth $8.7K as of Q1 2026.
Sunbelt Securities left its Credit Suisse Asset Management Income Fund share count unchanged in Q1 2026.
Credit Suisse Asset Management Income Fund made up ﹤0.01% of Sunbelt Securities's portfolio in Q1 2026, its #1536 holding.
Sunbelt Securities first reported a position in Credit Suisse Asset Management Income Fund in Q4 2014 and has held it in 20 quarters since.
Sunbelt Securities's Credit Suisse Asset Management Income Fund position peaked at $92K in Q2 2015.
52 funds tracked by Wall St. Rank held Credit Suisse Asset Management Income Fund as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.