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 Q3	$216K	Hold	7,830	–	–	0.11%	148
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

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Duff & Phelps Investment Management Chicago, Illinois $9.7B AUM 5.22% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

AEW Capital Management Boston, Massachusetts $1.56B AUM 8.6% 1-Year Est. Return

ACMI

AEW CAPITAL MANAGEMENT INC Boston, Massachusetts $1.56B AUM

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

Corda Investment Management Houston, Texas $1.52B AUM 30.53% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Cetera Trust Company's CUZ Position: Q3 2026 in Review

Cetera Trust Company held its Cousins Properties (CUZ) position steady in Q3 2026 at 7,830 shares worth $216K. The position accounts for 0.11% of the portfolio, ranked #148.

Cetera Trust Company first reported a position in CUZ in Q4 2023 and has held it in 12 quarters since. The position peaked at $276K in Q3 2024. 204 funds tracked by Wall St. Rank hold CUZ as of Q3 2026.

Cetera Trust Company held 7,830 shares of Cousins Properties worth $216K as of Q3 2026.
Cetera Trust Company left its Cousins Properties share count unchanged in Q3 2026.
Cousins Properties made up 0.11% of Cetera Trust Company's portfolio in Q3 2026, its #148 holding.
Cetera Trust Company first reported a position in Cousins Properties in Q4 2023 and has held it in 12 quarters since.
Cetera Trust Company's Cousins Properties position peaked at $276K in Q3 2024.
204 funds tracked by Wall St. Rank held Cousins Properties as of Q3 2026.

Based on Cetera Trust Company's 13F filing for Q3 2026, filed 9 Nov 2026.