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Action Point Financial Planning’s Cohen & Steers CNS Stock Holding History

Action Point Financial Planning’s Portfolio CNS Stock Details CNS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.6K Buy
+22
New +$1.56K ﹤0.01% 2338

Other funds holding CNS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Action Point Financial Planning's CNS Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Cohen & Steers (CNS) in Q2 2026: 22 shares worth $1.6K. The stake represents ﹤0.01% of the portfolio and ranks #2338 among its holdings.

310 funds tracked by Wall St. Rank hold CNS as of Q2 2026.

  • Action Point Financial Planning held 22 shares of Cohen & Steers worth $1.6K as of Q2 2026.
  • Cohen & Steers was a new Action Point Financial Planning position in Q2 2026.
  • Cohen & Steers made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #2338 holding.
  • 310 funds tracked by Wall St. Rank held Cohen & Steers as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.