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Basecamp Wealth Advisors’s Cohen & Steers CNS Stock Holding History

Basecamp Wealth Advisors’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 		$83.8K Buy
1,100
+19
+2% +$1.34K 0.02% 433
2026
Q1 		$67.6K Buy
1,081
+43
+4% +$2.81K 0.01% 472
2025
Q4 		$65.2K Buy
+1,038
New +$67.5K 0.01% 466

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

Basecamp Wealth Advisors's CNS Position: Q2 2026 in Review

Basecamp Wealth Advisors increased its Cohen & Steers (CNS) stake by 1.8% in Q2 2026, buying an estimated $1.34K and bringing the position to 1,100 shares worth $83.8K. The position accounts for 0.02% of the portfolio, ranked #433.

Basecamp Wealth Advisors first reported a position in CNS in Q4 2025 and has held it in 3 quarters since. 311 funds tracked by Wall St. Rank hold CNS as of Q2 2026.

  • Basecamp Wealth Advisors held 1,100 shares of Cohen & Steers worth $83.8K as of Q2 2026.
  • Basecamp Wealth Advisors bought 19 Cohen & Steers shares in Q2 2026, an estimated $1.34K.
  • Cohen & Steers made up 0.02% of Basecamp Wealth Advisors's portfolio in Q2 2026, its #433 holding.
  • Basecamp Wealth Advisors first reported a position in Cohen & Steers in Q4 2025 and has held it in 3 quarters since.
  • 311 funds tracked by Wall St. Rank held Cohen & Steers as of Q2 2026.

Based on Basecamp Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.