Allworth Financial’s Consensus Cloud Solutions CCSI Stock Holding History

Allworth Financial’s Portfolio CCSI Stock Details CCSI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$10.5K	Sell	275 -7	-2%	-$210	﹤0.01%	3684
2026 Q1	$6.7K	Buy	282 +141	+100%	+$3.62K	﹤0.01%	3775
2025 Q4	$3.08K	Sell	141 -59	-30%	-$1.45K	﹤0.01%	3958
2025 Q3	$5.87K	Buy	200 +46	+30%	+$1.14K	﹤0.01%	3460
2025 Q2	$3.55K	Buy	154 +58	+60%	+$1.25K	﹤0.01%	3452
2025 Q1	$1.86K	Hold	96	–	–	﹤0.01%	3240
2024 Q4	$2.44K	Hold	96	–	–	﹤0.01%	3093
2024 Q3	$2.26K	Hold	96	–	–	﹤0.01%	2915
2024 Q2	$1.96K	Hold	96	–	–	﹤0.01%	2929
2024 Q1	$1.52K	Hold	96	–	–	﹤0.01%	2923
2023 Q4	$2.52K	Hold	96	–	–	﹤0.01%	2578
2023 Q3	$2.42K	Hold	96	–	–	﹤0.01%	2453
2023 Q2	$2.98K	Hold	96	–	–	﹤0.01%	2318
2023 Q1	$3.27K	Hold	96	–	–	﹤0.01%	2207
2022 Q4	$5.16K	Hold	96	–	–	﹤0.01%	1883
2022 Q3	$5K	Hold	96	–	–	﹤0.01%	1865
2022 Q2	$4K	Hold	96	–	–	﹤0.01%	1793
2022 Q1	$6K	Hold	96	–	–	﹤0.01%	1583
2021 Q4	$6K	Buy	+96	New	+$5.84K	﹤0.01%	1511

Other funds holding CCSI

Jupiter Topco New York $245B AUM

HBCM

Heron Bay Capital Management Bloomfield Hills, Michigan $1.1B AUM 11.31% 1-Year Est. Return

GCM

Gates Capital Management New York $4.16B AUM 21% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

NSCM

New South Capital Management Memphis, Tennessee $2.28B AUM 47.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Allworth Financial's CCSI Position: Q2 2026 in Review

Allworth Financial reduced its Consensus Cloud Solutions (CCSI) stake by 2.5% in Q2 2026, selling an estimated $210 and leaving 275 shares worth $10.5K. The position accounts for ﹤0.01% of the portfolio, ranked #3684.

Allworth Financial first reported a position in CCSI in Q4 2021 and has held it in 19 quarters since. 168 funds tracked by Wall St. Rank hold CCSI as of Q2 2026.

Allworth Financial held 275 shares of Consensus Cloud Solutions worth $10.5K as of Q2 2026.
Allworth Financial sold 7 Consensus Cloud Solutions shares in Q2 2026, an estimated $210.
Consensus Cloud Solutions made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #3684 holding.
Allworth Financial first reported a position in Consensus Cloud Solutions in Q4 2021 and has held it in 19 quarters since.
168 funds tracked by Wall St. Rank held Consensus Cloud Solutions as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.