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Beacon Investment Advisory Services’s Cohen & Steers CNS Stock Holding History

Beacon Investment Advisory Services’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 		$18.3K Hold
240
– – ﹤0.01% 557
2026
Q1 		$15K Buy
+240
New +$15.7K ﹤0.01% 591

Other funds holding CNS

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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

Beacon Investment Advisory Services's CNS Position: Q2 2026 in Review

Beacon Investment Advisory Services held its Cohen & Steers (CNS) position steady in Q2 2026 at 240 shares worth $18.3K. The position accounts for ﹤0.01% of the portfolio, ranked #557.

Beacon Investment Advisory Services first reported a position in CNS in Q1 2026 and has held it in 2 quarters since. 311 funds tracked by Wall St. Rank hold CNS as of Q2 2026.

  • Beacon Investment Advisory Services held 240 shares of Cohen & Steers worth $18.3K as of Q2 2026.
  • Beacon Investment Advisory Services left its Cohen & Steers share count unchanged in Q2 2026.
  • Cohen & Steers made up ﹤0.01% of Beacon Investment Advisory Services's portfolio in Q2 2026, its #557 holding.
  • Beacon Investment Advisory Services first reported a position in Cohen & Steers in Q1 2026 and has held it in 2 quarters since.
  • 311 funds tracked by Wall St. Rank held Cohen & Steers as of Q2 2026.

Based on Beacon Investment Advisory Services's 13F filing for Q2 2026, filed 8 Jul 2026.