Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Victory Portfolios II (CSB)

58 + Investors. Track Smart Money conviction in CSB. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -1
Streak
1Q ▼
Buyers last Q
45%

Smart Money Signals — CSB

Based on 59 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their CSB positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
🏔️

At the ownership peak (97% of max)

97% of all-time peak
59 hedge funds hold CSB right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding CSB is almost the same as a year ago (+1 funds, +2% change). No significant rush to buy or sell — institutional backing is holding steady.
🟠

More sellers than buyers — 45% buying

28 buying34 selling
Last quarter: 34 funds reduced or exited vs 28 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
➡️

Steady new buyers — ~11 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 7 → 6 → 8 → 11. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

61% of holders stayed for 2+ years

■ 61% conviction (2yr+) ■ 15% medium ■ 24% new
36 out of 59 hedge funds have held CSB for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
📈

Growing discovery — still being found

8 → 7 → 6 → 8 → 11 new funds/Q
New funds entering each quarter: 7 → 6 → 8 → 11. A growing number of institutions are discovering CSB each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 64% veterans vs 27% newcomers

■ 64% veterans ■ 8% 1-2yr ■ 27% new
Entry-cohort mix of 59 holders: 38 (64%) are 2+ year veterans, 5 entered 1–2 years ago, and 16 (27%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 43% AUM from top-100 funds

43% from top-100 AUM funds
13 of 59 holders are among the 100 largest funds by AUM, controlling 43% of total institutional value in CSB. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.7
out of 10
Low Exit Risk
Exit risk score 3.7/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — CSB

In 2026 Q1, 28 hedge funds were net buyers of CSB (11 opened a new position, 17 added to an existing one), while 34 reduced or exited (22 trimmed, 12 sold completely) — a 45% buyer ratio, indicating roughly balanced activity. 43% of total institutional value in CSB is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: -1 funds (more exits than new entries). Total institutional holders: 59.

Hedge Fund Ownership: CSB

How many hedge funds hold CSB — quarterly history vs. share price
Quarterly hedge fund ownership of CSB vs. share price

Market Analysis: CSB

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: CSB

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Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

4 top-rated funds 0 high-conviction
Consensus
3.0
/ 10
breadth
×
Elite
0.5
/ 10
conviction
Hedge Fund Positioning: CSB
58 + Investors

Track Smart Money conviction in CSB. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 58 59 -1.69%
13F Shares 1M 1M -11.5%
Total Value $79M $84M -5.97%
New Positions 6 11 -5
Increased Positions 20 17 +3
Closed Positions 6 12 -6
Reduced Positions 25 22 +3
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: CSB

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Financial Highlights

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Institutional Holders (2026 Q2)

58 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in CSB. Verified SEC 13F-HR filings.

QUARTER:
Top 25 CSB holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Nvest Financial, LLC 2.30% 111,105 $7.3M
2 IAG Wealth Partners, LLC 0.34% 51,901 $3.4M
3 Intentional Wealth Strategies, LLC 0.32% 5,198 $341K
4 Eagle Strategies LLC 0.30% 45,382 $3.0M
5 Pacific Sun Financial Corp 0.29% 10,635 $698K
6 Investors Research Corp 0.24% 20,294 $1.3M
7 Accel Wealth Management 0.17% 11,713 $768K
8 Investment Planning Advisors, Inc. 0.12% 8,044 $528K
9 Medallion Wealth Advisors, LLC 0.11% 5,415 $355K
10 Dynamic Advisor Solutions LLC 0.10% 54,918 $3.6M
11 one8zero8, LLC 0.09% 7,236 $475K
12 Huntleigh Advisors, Inc. 0.08% 8,996 $590K
13 Fifth Third Securities, INC. 0.05% 12,844 $842K
14 CoreCap Advisors, LLC 0.05% 23,574 $1.5M
15 Sovran Advisors, LLC 0.04% 8,325 $564K
16 Vicus Capital 0.03% 8,160 $535K
17 StoneX Group Inc. 0.02% 6,360 $410K
18 Western Wealth Management, LLC 0.01% 5,227 $343K
19 Flagship Harbor Advisors, LLC 0.01% 3,374 $221K
20 Rockefeller Capital Management L.P. 0.01% 83,717 $5.5M
21 Allworth Financial LP 0.01% 22,985 $1.5M
22 Diversify Wealth Management, LLC 0.00% 4,402 $294K
23 Diversify Advisory Services, LLC 0.00% 4,402 $294K
24 Private Advisor Group, LLC 0.00% 8,676 $569K
25 Kestra Advisory Services, LLC 0.00% 10,607 $696K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Victory Portfolios II (CSB)

What does the Smart Money Trend signal show for CSB?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their CSB positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for CSB?

More sellers than buyers — 45% buying: Last quarter: 34 funds reduced or exited vs 28 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for CSB holders?

Elite ownership — 43% AUM from top-100 funds: 13 of 59 holders are among the 100 largest funds by AUM, controlling 43% of total institutional value in CSB. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held CSB?

61% of holders stayed for 2+ years: 36 out of 59 hedge funds have held CSB for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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