undamentalytics Newsletter

Consumer Portfolio Services, Inc.: which funds bought and sold

Institutions that bought and sold Consumer Portfolio Services shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 29 institutions that filed 13F reports for both quarters added to or opened positions in Consumer Portfolio Services, and 21 cut or closed them. Together they sold a net 107K shares, −1.1% on what they held at the start of the quarter. Active managers and hedge funds on our list were net sellers of 19K shares (−2.3%); index fund managers were net buyers of 50K shares (+3.0%). 7 opened a new position and 5 sold out entirely.

Bought, Q2 2026 29 institutions, 7 of them new holders Sold, Q2 2026 21 institutions, 5 of them sold out
Net change, all compared −107K shares (−1.1%)
Net change, active managers −19K shares (−2.3%), 1 bought, 2 sold

Buyers versus sellers

institutions compared, 67
Active managers and hedge funds 1 bought · 2 sold · −19K
Index fund managers 9 bought · 0 sold · +50K
Other institutions 19 bought · 19 sold · −137K

Biggest buyers

by change in shares held
Biggest buyers
Institution Change in shares Shares June 30, 2026 Value
Blackrock, Inc. Index funds +22K +3.4% 656K $6.3M
Nuveen, LLC +14K New position 14K $129,628
Geode Capital Management, LLC Index funds +7,452 +3.4% 226K $2.2M
Vanguard Portfolio Management LLC Index funds +6,156 +11.1% 62K $592,462
Vanguard Fiduciary Trust Co Index funds +5,725 +10.2% 62K $595,706
Russell Investments Group, Ltd. +4,990 +50.6% 15K $142,524
Dimensional Fund Advisors LP +4,373 +0.3% 1.6M $15.1M
Wells Fargo & Company +4,050 +111.8% 7,671 $73,603
Charles Schwab Investment Management Inc Index funds +3,988 +16.7% 28K $267,873
Citigroup Inc +3,781 +849.7% 4,226 $40,549
Vanguard Capital Management LLC Index funds +2,258 +0.5% 416K $4M
Northern Trust Corp Index funds +2,219 +2.7% 85K $813,820
Royal Bank Of Canada +1,395 +1.7% 82K $790,000
FMR LLC Active manager +942 +94.8% 1,936 $18,576
Janney Montgomery Scott LLC +583 +1.1% 52K $495,000
Rhumbline Advisers Index funds +582 +5.1% 12K $115,842
Deutsche Bank Ag\ +405 +3.5% 12K $114,672
Quarry LP +394 New position 394 $3,780
Arax Advisory Partners +165 New position 165 $1,583
Harbor Capital Advisors, Inc. +52 +4.0% 1,348 $13,000

Biggest sellers

by change in shares held
Biggest sellers
Institution Change in shares Shares June 30, 2026 Value
Allianz Asset Management Gmbh −70K −43.5% 90K $867,398
Empower Advisory Group, LLC −63K Sold out 0 —
Renaissance Technologies LLC Hedge fund −16K −4.5% 340K $3.3M
Goldman Sachs Group Inc −13K −37.8% 22K $212,808
Bank Of America Corp −11K Sold out 0 —
Verity & Verity, LLC −7,266 −10.0% 66K $630,794
Arrowstreet Capital, Limited Partnership Hedge fund −4,067 −19.7% 17K $159,478
UBS Group AG −1,907 −59.5% 1,296 $12,435
Tower Research Capital LLC (TRC) −1,905 −49.3% 1,963 $18,835
Morgan Stanley −1,513 −14.5% 8,890 $85,300
Barclays PLC −694 −17.3% 3,317 $31,827
BNP Paribas Financial Markets −628 −30.5% 1,430 $13,721
California State Teachers Retirement System −392 −75.7% 126 $1,209
Mirae Asset Global Etfs Holdings Ltd. −376 −8.2% 4,218 $40,472
Sterling Capital Management LLC −138 −43.5% 179 $1,718
Jpmorgan Chase & Co −105 −2.5% 4,035 $38,453
Optiver Holding B.V. −88 −97.8% 2 $19
Simplex Trading, LLC −24 Sold out 0 —
Root Financial Partners, LLC −4 Sold out 0 —
Essential Partners LLC −2 −22.2% 7 $67

New positions

largest by value

Sold out

largest by value
InstitutionSharesValue March 31, 2026
Empower Advisory Group, LLC 63K $483,573
Bank Of America Corp 11K $81,582
Simplex Trading, LLC 24 $185
Root Financial Partners, LLC 4 $31
Mai Capital Management 1 $8

Who holds the shares

13F holdings at June 30, 2026
Institutions reporting
62
Ten largest holders
93.1%
of 13F-reported shares
Index fund managers
17.7%
of 13F-reported shares
Active managers and hedge funds
8.4%
of 13F-reported shares
Buying and selling by type of institution, March 31, 2026 to June 30, 2026
TypeBoughtSoldNewSold outNet change in sharesNet %
Active managers and hedge funds 1 2 0 0 −19K −2.3%
Index fund managers 9 0 0 0 +50K +3.0%
Other institutions 19 19 7 5 −137K −1.9%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

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