Glenview Trust Co CSMD — PROFESIONALLY MANAGED PORTFO

Ownership history in Glenview Trust Co  ·  6 quarters on record

AI Ownership Summary

Glenview Trust Co reported PROFESIONALLY MANAGED PORTFO (CSMD) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 0.58% in 2026 Q1. The latest visible filing shows CSMD at 0.58% 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 CSMD ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Glenview Trust Co's position in PROFESIONALLY MANAGED PORTFO, 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 Q1

CSMD was reported at 0.58% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.58% in 2026 Q1

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

Time in book
Holding Window
2024 Q4 to 2026 Q1

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.

CSMD stock page Glenview Trust Co fund profile Glenview Trust Co full holdings
How Glenview Trust Co held CSMD — position size vs. price
% of Fund (quarterly)    CSMD price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 1,212,165 +216,017 +21.7% 0.58% $37.2M 2026-05-08 $33.59
2025 Q4 ADDED — — — 996,148 +58,000 +6.2% 0.49% $31.5M 2026-02-09 $34.03
2025 Q3 ADDED — — — 938,148 +36,901 +4.1% 0.50% $31.2M 2025-11-07 $32.38
2025 Q2 ADDED — — — 901,247 +259,035 +40.3% 0.49% $28.1M 2025-08-14 $32.34
2025 Q1 UNCHANGED — — — 642,212 — 0% 0.36% $19.2M 2025-05-15 $30.21
2024 Q4 INITIATED — — — 642,212 — — 0.36% $19.2M 2025-02-10 $30.94

🏢 Other funds also holding CSMD

As of 2026 Q1 — sorted by position size

Clarendon Private LLC 3.28% HANTZ FINANCIAL SERVICES, INC. 3Y 2.91% Beacon Bank & Trust 3Y 1.15% Revisor Wealth Management LLC 0.14% Brooklyn Investment Group 0.14% NORDEN GROUP LLC 0.05% CONGRESS ASSET MANAGEMENT CO 3Y 7Y 0.02% DIVERSIFY WEALTH MANAGEMENT, LLC 0.02% Apollon Wealth Management, LLC 3Y 7Y 0.02% ENVESTNET ASSET MANAGEMENT INC 3Y 7Y 0.01%

FAQ About Glenview Trust Co and CSMD

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

How long has Glenview Trust Co reported owning CSMD?

Glenview Trust Co reported CSMD across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported CSMD position in Glenview Trust Co's portfolio?

The largest reported portfolio weight for CSMD was 0.58% in 2026 Q1.

What is the latest reported CSMD position on this page?

The most recent filing on this page is 2026 Q1, when Glenview Trust Co reported 1,212,165 shares, equal to 0.58% of portfolio, with an estimated market value of $37.2M.

What does the chart on this CSMD ownership page compare?

The chart compares Glenview Trust Co's quarterly CSMD 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 Glenview Trust Co time their CSMD position?

Based on 13F filing dates vs. subsequent CSMD price moves, Glenview Trust Co correctly timed 2 out of 4 reported position changes (50%). The annualised alpha on CSMD relative to SPY over the holding period was -10.0%.

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