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Funds Holding CSB

On this page, we present all of the funds holding CSB from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding CSB, with a link to that fund's top holdings. The next columns indicate the amount of CSB stock held by each of the funds holding CSB, followed by the CSB position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 48 funds holding CSB within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Bank of America Corp DE. For more details on the positions held by Bank of America Corp DE (or by any of the other funds holding CSB), click the fund name in the "Holder" column of the funds-holding-CSB table below.

HolderAmountPosition Size
($ in 1000's)
 As of
Bank of America Corp DE295,219$13,678 09/30/2022
     CSB295,219$13,678 09/30/2022
Eagle Strategies LLC232,237$10,760 09/30/2022
     CSB232,237$10,760 09/30/2022
Allworth Financial LP201,649$10,401 12/31/2022
     CSB201,649$10,401 12/31/2022
UBS Group AG215,197$9,970 09/30/2022
     CSB215,197$9,970 09/30/2022
Northwestern Mutual Wealth Management Co.183,190$8,487 09/30/2022
     CSB183,190$8,487 09/30/2022
Raymond James & Associates122,012$5,653 09/30/2022
     CSB122,012$5,653 09/30/2022
Savior LLC94,593$4,879 12/31/2022
     CSB94,593$4,879 12/31/2022
CWM LLC96,883$4,489 09/30/2022
     CSB96,883$4,489 09/30/2022
WealthPlan Investment Management LLC84,203$4,483 09/30/2022
     CSB84,203$4,483 09/30/2022
LPL Financial LLC88,426$4,097 09/30/2022
     CSB88,426$4,097 09/30/2022
Great Valley Advisor Group Inc.87,669$4,062 09/30/2022
     CSB87,669$4,062 09/30/2022
Commonwealth Equity Services LLC85,837$3,976 09/30/2022
     CSB85,837$3,976 09/30/2022
Raymond James Financial Services Advisors Inc.82,872$3,840 09/30/2022
     CSB82,872$3,840 09/30/2022
Envestnet Asset Management Inc.82,787$3,836 09/30/2022
     CSB82,787$3,836 09/30/2022
IFP Advisors Inc67,434$3,102 09/30/2022
     CSB67,434$3,102 09/30/2022
Investors Research Corp57,487$2,663 09/30/2022
     CSB57,487$2,663 09/30/2022
Western Wealth Management LLC38,171$1,764 09/30/2022
     CSB38,171$1,764 09/30/2022
Dynamic Advisor Solutions LLC27,662$1,427 12/31/2022
     CSB27,662$1,427 12/31/2022
Royal Bank of Canada30,429$1,410 09/30/2022
     CSB30,429$1,410 09/30/2022
IAG Wealth Partners LLC21,112$978 09/30/2022
     CSB21,112$978 09/30/2022
Accel Wealth Management17,262$890 12/31/2022
     CSB17,262$890 12/31/2022
Citadel Advisors LLC18,579$861 09/30/2022
     CSB18,579$861 09/30/2022
Private Trust Co. NA15,973$824 12/31/2022
     CSB15,973$824 12/31/2022
Pacific Sun Financial Corp17,494$810 09/30/2022
     CSB17,494$810 09/30/2022
Steward Partners Investment Advisory LLC15,175$703 09/30/2022
     CSB15,175$703 09/30/2022
Huntington National Bank12,537$581 09/30/2022
     CSB12,537$581 09/30/2022
Stifel Financial Corp11,460$531 09/30/2022
     CSB11,460$531 09/30/2022
Advisor Group Holdings Inc.11,421$528 09/30/2022
     CSB11,421$528 09/30/2022
Willner & Heller LLC10,786$500 09/30/2022
     CSB10,786$500 09/30/2022
Baird Financial Group Inc.10,414$482 09/30/2022
     CSB10,414$482 09/30/2022
Orion Portfolio Solutions LLC10,001$463 09/30/2022
     CSB10,001$463 09/30/2022
Kingsview Wealth Management LLC8,367$388 09/30/2022
     CSB8,367$388 09/30/2022
Susquehanna International Group LLP7,179$333 09/30/2022
     CSB7,179$333 09/30/2022
Flagship Harbor Advisors LLC4,781$247 12/31/2022
     CSB4,781$247 12/31/2022
Benjamin F. Edwards & Company Inc.3,864$179 09/30/2022
     CSB3,864$179 09/30/2022
Rockefeller Capital Management L.P.3,805$176 09/30/2022
     CSB3,805$176 09/30/2022
Integrity Financial Corp WA2,975$153 12/31/2022
     CSB2,975$153 12/31/2022
Wells Fargo & Company MN1,064$49 09/30/2022
     CSB1,064$49 09/30/2022
Morgan Stanley736$34 09/30/2022
     CSB736$34 09/30/2022
Proequities Inc.563$29 12/31/2022
     CSB563$29 12/31/2022
BerganKDV Wealth Management LLC597$28 09/30/2022
     CSB597$28 09/30/2022
EverSource Wealth Advisors LLC568$26 09/30/2022
     CSB568$26 09/30/2022
SJS Investment Consulting Inc.475$24 12/31/2022
     CSB475$24 12/31/2022
Parallel Advisors LLC350$16 09/30/2022
     CSB350$16 09/30/2022
Tyler Stone Wealth Management161$7 09/30/2022
     CSB161$7 09/30/2022
JPMorgan Chase & Co.33$2 09/30/2022
     CSB33$2 09/30/2022
Global Retirement Partners LLC43$2 09/30/2022
     CSB43$2 09/30/2022
Harbour Investments Inc.11$1 09/30/2022
     CSB11$1 09/30/2022
FMR LLC1$0 09/30/2022
     CSB1$0 09/30/2022

See Summary: Institutional Holders of CSB
See Details: Top 10 Hedge Funds Holding CSB
Also See: CSB Holdings Changes

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