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Credit Suisse AM Inc Fund shares owned by Pensionmark Financial Group

Quarter-by-quarter ownership of Credit Suisse AM Inc Fund (CIK) shares owned by Pensionmark Financial Group from 13F filings

Historical chart of Pensionmark Financial Group investment in Credit Suisse AM Inc Fund

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All positions including Credit Suisse AM Inc Fund held by Pensionmark Financial Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Credit Suisse AM Inc Fund by Pensionmark Financial Group

Quarter filed Position value Share count Share price at filing
2025-12-31 $32k 11k 2.83
2025-09-30 $32k 11k 2.93

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Apple (AAPL)
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NVIDIA Corporation (NVDA)
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Alphabet Cap Stk Cl A (GOOGL)
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View all positions for Pensionmark Financial Group

Top funds holding Credit Suisse AM Inc Fund

LPL Financial
Invesco
Fiera Capital Corporation
Shaker Financial Services
IMS Capital Management
Commonwealth Equity Services
Advisor Group Holdings
Susquehanna International
Ameriprise Financial
Stifel Financial
Dynamic Advisors Solutions
Northwestern Mutual Wealth Management Company
Janney Montgomery Scott
Wells Fargo & Company
Wedbush Morgan Securities

View all funds holding Credit Suisse AM Inc Fund