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Cetera Trust Company’s Cousins Properties CUZ Stock Holding History

Cetera Trust Company’s Portfolio CUZ Stock Details CUZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$235K Hold
7,830
– – 0.12% 151
2026
Q1 		$177K Sell
7,830
-925
-11% -$22.4K 0.1% 172
2025
Q4 		$226K Sell
8,755
-250
-3% -$6.5K 0.12% 155
2025
Q3 		$261K Hold
9,005
– – 0.15% 136
2025
Q2 		$270K Buy
9,005
+230
+3% +$6.49K 0.16% 125
2025
Q1 		$259K Hold
8,775
– – 0.17% 121
2024
Q4 		$269K Sell
8,775
-600
-6% -$18.4K 0.17% 111
2024
Q3 		$276K Sell
9,375
-75
-0.8% -$2.02K 0.17% 117
2024
Q2 		$219K Hold
9,450
– – 0.14% 143
2024
Q1 		$227K Buy
9,450
+3,025
+47% +$70.5K 0.14% 145
2023
Q4 		$156K Buy
+6,425
New +$132K 0.1% 175

Other funds holding CUZ

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AAMU
APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Cetera Trust Company's CUZ Position: Q2 2026 in Review

Cetera Trust Company held its Cousins Properties (CUZ) position steady in Q2 2026 at 7,830 shares worth $235K. The position accounts for 0.12% of the portfolio, ranked #151.

Cetera Trust Company first reported a position in CUZ in Q4 2023 and has held it in 11 quarters since. The position peaked at $276K in Q3 2024. 394 funds tracked by Wall St. Rank hold CUZ as of Q2 2026.

  • Cetera Trust Company held 7,830 shares of Cousins Properties worth $235K as of Q2 2026.
  • Cetera Trust Company left its Cousins Properties share count unchanged in Q2 2026.
  • Cousins Properties made up 0.12% of Cetera Trust Company's portfolio in Q2 2026, its #151 holding.
  • Cetera Trust Company first reported a position in Cousins Properties in Q4 2023 and has held it in 11 quarters since.
  • Cetera Trust Company's Cousins Properties position peaked at $276K in Q3 2024.
  • 394 funds tracked by Wall St. Rank held Cousins Properties as of Q2 2026.

Based on Cetera Trust Company's 13F filing for Q2 2026, filed 13 Aug 2026.