West Branch Capital’s ProShares Large Cap Core Plus CSM Stock Holding History

West Branch Capital’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 Q2	$17.7K	Hold	207	–	–	﹤0.01%	200
2026 Q1	$15.5K	Hold	207	–	–	﹤0.01%	198
2025 Q4	$16.5K	Hold	207	–	–	﹤0.01%	209
2025 Q3	$15.9K	Buy	207 +1	+0.5%	+$73	﹤0.01%	227
2025 Q2	$14.5K	Hold	206	–	–	﹤0.01%	235
2025 Q1	$13.1K	Hold	206	–	–	﹤0.01%	260
2024 Q4	$13.6K	Buy	206 +1	+0.5%	+$67	﹤0.01%	247
2024 Q3	$13.4K	Buy	205 +1	+0.5%	+$63	﹤0.01%	252
2024 Q2	$12.7K	Hold	204	–	–	﹤0.01%	254
2024 Q1	$12.4K	Sell	204 -119	-37%	-$6.83K	0.01%	261
2023 Q4	$17.7K	Hold	323	–	–	0.01%	232
2023 Q3	$15.8K	Buy	323 +1	+0.3%	+$51	0.01%	242
2023 Q2	$16.4K	Hold	322	–	–	0.01%	245
2023 Q1	$15.3K	Buy	322 +1	+0.3%	+$47	0.01%	253
2022 Q4	$14.4K	Buy	321 +1	+0.3%	+$46	0.01%	253
2022 Q3	$14K	Hold	320	–	–	0.01%	256
2022 Q2	$14K	Hold	320	–	–	0.01%	250
2022 Q1	$17K	Sell	320 -80	-20%	-$4.23K	0.01%	255
2021 Q4	$22K	Hold	400	–	–	0.01%	257
2021 Q3	$20K	Hold	400	–	–	0.01%	243
2021 Q2	$20K	Buy	+400	New	+$19.3K	0.01%	249

Other funds holding CSM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

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

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

Waterfront Wealth Overland Park, Kansas $645M AUM 27.59% 1-Year Est. Return

OBWG

Onyx Bridge Wealth Group Tarrytown, New York $1.11B AUM 24.65% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

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

West Branch Capital's CSM Position: Q2 2026 in Review

West Branch Capital held its ProShares Large Cap Core Plus (CSM) position steady in Q2 2026 at 207 shares worth $17.7K. The position accounts for ﹤0.01% of the portfolio, ranked #200.

West Branch Capital first reported a position in CSM in Q2 2021 and has held it in 21 quarters since. The position peaked at $22K in Q4 2021. 104 funds tracked by Wall St. Rank hold CSM as of Q2 2026.

West Branch Capital held 207 shares of ProShares Large Cap Core Plus worth $17.7K as of Q2 2026.
West Branch Capital left its ProShares Large Cap Core Plus share count unchanged in Q2 2026.
ProShares Large Cap Core Plus made up ﹤0.01% of West Branch Capital's portfolio in Q2 2026, its #200 holding.
West Branch Capital first reported a position in ProShares Large Cap Core Plus in Q2 2021 and has held it in 21 quarters since.
West Branch Capital's ProShares Large Cap Core Plus position peaked at $22K in Q4 2021.
104 funds tracked by Wall St. Rank held ProShares Large Cap Core Plus as of Q2 2026.

Based on West Branch Capital's 13F filing for Q2 2026, filed 10 Jul 2026.