CSM Advisors, LLC

SEC CIK: 0001863523
Latest filing: Aug 14, 2026

SEC filings (opens in a new tab)

BNY holding history

Bank of New York Mellon Corp in every 13F filed by CSM Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

BNY overview All 13F holders of BNY Full Q2 2026 holdings

Shares (Q2 2026): 286,303
Value: $41.4M
% of portfolio: 0.9%
Quarters held: 22; Since Q1 2021

Holdings of BNY by CSM Advisors, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	286,303	$41.4M	0.9%	−31,814−10.0%	Reduced	Holders
Q1 2026	318,117	$37.7M	0.9%	−49,253−13.4%	Reduced	Holders
Q4 2025	367,370	$42.7M	1.2%	+36,720+11.1%	Added	Holders
Q3 2025	330,650	$36.0M	1.0%	−94,365−22.2%	Reduced	Holders
Q2 2025	425,015	$38.7M	1.1%	+388,932+1,077.9%	Added	Holders
Q1 2025	36,083	$3.03M	0.2%	−75,135−67.6%	Reduced	Holders
Q4 2024	111,218	$8.54M	0.4%	−4,945−4.3%	Reduced	Holders
Q3 2024	116,163	$8.35M	0.5%	−8,660−6.9%	Reduced	Holders
Q2 2024	124,823	$7.48M	0.5%	−2,360−1.9%	Reduced	Holders
Q1 2024	127,183	$7.33M	0.5%	−1,860−1.4%	Reduced	Holders
Q4 2023	129,043	$6.72M	0.5%	−1,954−1.5%	Reduced	Holders
Q3 2023	130,997	$5.58M	0.5%	−550−0.4%	Reduced	Holders
Q2 2023	131,547	$5.86M	0.4%	+50.0%	Added	Holders
Q1 2023	131,542	$5.98M	0.5%	+10,200+8.4%	Added	Holders
Q4 2022	121,342	$5.52M	0.5%	−880−0.7%	Reduced	Holders
Q3 2022	122,222	$4.71M	0.5%	−16,840−12.1%	Reduced	Holders
Q2 2022	139,062	$5.80M	0.5%	+610+0.4%	Added	Holders
Q1 2022	138,452	$6.87M	0.5%	−22,760−14.1%	Reduced	Holders
Q4 2021	161,212	$9.36M	0.6%	−1,255−0.8%	Reduced	Holders
Q3 2021	162,467	$8.42M	0.6%	+1,280+0.8%	Added	Holders
Q2 2021	161,187	$8.26M	0.6%	−10,120−5.9%	Reduced	Holders
Q1 2021	171,307	$8.10M	1.1%	–	–	Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.