WPA
CSGS

Wealth Preservation Advisors’s CSG Systems International CSGS Stock Holding History

Wealth Preservation Advisors’s Portfolio CSGS Stock Details CSGS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-28
Closed -$2.15K – 1058
2025
Q4 		$2.15K Sell
28
-28
-50% -$2.07K ﹤0.01% 516
2025
Q3 		$3.6K Buy
56
+11
+24% +$701 ﹤0.01% 417
2025
Q2 		$2.94K Hold
45
– – ﹤0.01% 435
2025
Q1 		$2.72K Buy
+45
New +$2.67K ﹤0.01% 447

Other funds holding CSGS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
NAM
Nexpoint Asset Management Dallas, Texas $1.5B AUM 83.46% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
MF
Magnetar Financial Evanston, Illinois $11B AUM 3.37% 1-Year Est. Return

Wealth Preservation Advisors's CSGS Position: Q1 2026 in Review

Wealth Preservation Advisors sold out of CSG Systems International (CSGS) in Q1 2026, closing a stake of 28 shares — an estimated $2.15K sold.

Wealth Preservation Advisors first reported a position in CSGS in Q1 2025 and held it in 4 quarters. The position peaked at $3.6K in Q3 2025. 293 funds tracked by Wall St. Rank hold CSGS as of Q1 2026.

  • Wealth Preservation Advisors reported no remaining CSG Systems International position as of Q1 2026 after selling out during the quarter.
  • Wealth Preservation Advisors sold 28 CSG Systems International shares in Q1 2026, an estimated $2.15K.
  • Wealth Preservation Advisors first reported a position in CSG Systems International in Q1 2025 and held it in 4 quarters.
  • Wealth Preservation Advisors's CSG Systems International position peaked at $3.6K in Q3 2025.
  • 293 funds tracked by Wall St. Rank held CSG Systems International as of Q1 2026.

Based on Wealth Preservation Advisors's 13F filing for Q1 2026, filed 15 May 2026.