Verity & Verity’s Consumer Portfolio Services CPSS Stock Holding History

Verity & Verity’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 Q3	$602K	Hold	65,742	–	–	0.04%	88
2026 Q2	$631K	Sell	65,742 -7,266	-10%	-$67.3K	0.04%	88
2026 Q1	$564K	Sell	73,008 -45,501	-38%	-$380K	0.04%	93
2025 Q4	$1.11M	Hold	118,509	–	–	0.09%	79
2025 Q3	$895K	Hold	118,509	–	–	0.07%	83
2025 Q2	$1.16M	Sell	118,509 -2,000	-2%	-$18.4K	0.1%	77
2025 Q1	$1.04M	Hold	120,509	–	–	0.09%	78
2024 Q4	$1.31M	Buy	+120,509	New	+$1.24M	0.12%	73

Other funds holding CPSS

Harbor Capital Advisors Chicago, Illinois $1.48B AUM 30.88% 1-Year Est. Return

Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return

Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return

Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

Verity & Verity's CPSS Position: Q3 2026 in Review

Verity & Verity held its Consumer Portfolio Services (CPSS) position steady in Q3 2026 at 65,742 shares worth $602K. The position accounts for 0.04% of the portfolio, ranked #88.

Verity & Verity first reported a position in CPSS in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.31M in Q4 2024. 10 funds tracked by Wall St. Rank hold CPSS as of Q3 2026.

Verity & Verity held 65,742 shares of Consumer Portfolio Services worth $602K as of Q3 2026.
Verity & Verity left its Consumer Portfolio Services share count unchanged in Q3 2026.
Consumer Portfolio Services made up 0.04% of Verity & Verity's portfolio in Q3 2026, its #88 holding.
Verity & Verity first reported a position in Consumer Portfolio Services in Q4 2024 and has held it in 8 quarters since.
Verity & Verity's Consumer Portfolio Services position peaked at $1.31M in Q4 2024.
10 funds tracked by Wall St. Rank held Consumer Portfolio Services as of Q3 2026.

Based on Verity & Verity's 13F filing for Q3 2026, filed 23 Oct 2026.