Focus Financial Network, Inc. CSM PROSHARES TR

Ownership history in Focus Financial Network, Inc.  ·  9 quarters on record

AI Ownership Summary

Focus Financial Network, Inc. reported PROSHARES TR (CSM) in 9 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 0.13% in 2024 Q2. The latest visible filing shows CSM at 0.01% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this CSM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Focus Financial Network, Inc.'s position in PROSHARES TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

CSM was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.13% in 2024 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Focus Financial Network, Inc. held CSM — position size vs. price
% of Fund (quarterly)    CSM price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED 2,637 -100 -3.7% 0.01% $225K 2026-07-09 $85.96
2025 Q4 REDUCED 19.8% -5.8% 2,737 -676 -19.8% 0.01% $218K 2026-01-12 $80.16
2025 Q3 REDUCED 3,413 -76 -2.2% 0.01% $261K 2025-10-10 $74.35
2025 Q2 REDUCED 3,489 -1 -0.0% 0.01% $247K 2025-07-10 $70.47
2025 Q1 REDUCED 3,490 -35 -1.0% 0.01% $222K 2025-04-15 $60.17
2024 Q4 REDUCED 14.3% -3.4% 3,525 -589 -14.3% 0.01% $233K 2025-01-29 $67.07
2024 Q3 REDUCED 75.5% +2.0% 4,114 -12,667 -75.5% 0.01% $270K 2024-10-28 $64.83
2024 Q2 ADDED 16,781 +12,675 +308.7% 0.13% $998K 2024-07-24 $60.38
2024 Q1 INITIATED 4,106 0.01% $236K 2024-04-24 $56.70

FAQ About Focus Financial Network, Inc. and CSM

These are the practical questions this page is built to answer before you even open the full history table.

How long has Focus Financial Network, Inc. reported owning CSM?

Focus Financial Network, Inc. reported CSM across 9 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported CSM position in Focus Financial Network, Inc.'s portfolio?

The largest reported portfolio weight for CSM was 0.13% in 2024 Q2.

What is the latest reported CSM position on this page?

The most recent filing on this page is 2026 Q2, when Focus Financial Network, Inc. reported 2,637 shares, equal to 0.01% of portfolio, with an estimated market value of $225K.

What does the chart on this CSM ownership page compare?

The chart compares Focus Financial Network, Inc.'s quarterly CSM portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Focus Financial Network, Inc. time their CSM position?

Based on 13F filing dates vs. subsequent CSM price moves, Focus Financial Network, Inc. correctly timed 3 out of 8 reported position changes (38%). The annualised alpha on CSM relative to SPY over the holding period was +274.6%.

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