CWM
CNS icon

Congress Wealth Management’s Cohen & Steers CNS Stock Holding History

Congress Wealth Management’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
2025
Q2 		$6.52M Sell
86,498
-1,247
-1% -$95.8K 0.06% 333
2025
Q1 		$7.04M Buy
87,745
+1,670
+2% +$142K 0.08% 270
2024
Q4 		$7.95M Buy
86,075
+5,006
+6% +$495K 0.11% 229
2024
Q3 		$7.78M Buy
81,069
+1,637
+2% +$139K 0.1% 240
2024
Q2 		$5.76M Buy
79,432
+5,074
+7% +$361K 0.09% 232
2024
Q1 		$5.72M Buy
74,358
+9,104
+14% +$650K 0.1% 213
2023
Q4 		$4.94M Buy
65,254
+3,456
+6% +$208K 0.09% 225
2023
Q3 		$3.87M Buy
61,798
+4,550
+8% +$288K 0.08% 241
2023
Q2 		$3.32M Buy
57,248
+1,630
+3% +$95.2K 0.08% 226
2023
Q1 		$3.56M Buy
55,618
+5,436
+11% +$379K 0.09% 217
2022
Q4 		$3.24M Sell
50,182
-1,735
-3% -$109K 0.08% 219
2022
Q3 		$3.25M Buy
51,917
+354
+0.7% +$25.3K 0.09% 220
2022
Q2 		$3.28M Sell
51,563
-1,563
-3% -$118K 0.08% 232
2022
Q1 		$4.56M Buy
53,126
+3,656
+7% +$303K 0.1% 216
2021
Q4 		$4.58M Buy
+49,470
New +$4.58M 0.09% 233

Other funds holding CNS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Congress Wealth Management's CNS Position: Q2 2025 in Review

Congress Wealth Management reduced its Cohen & Steers (CNS) stake by 1.4% in Q2 2025, selling an estimated $95.8K and leaving 86,498 shares worth $6.52M. The position accounts for 0.06% of the portfolio, ranked #333.

Congress Wealth Management first reported a position in CNS in Q4 2021 and has held it in 15 quarters since. The position peaked at $7.95M in Q4 2024. 287 funds tracked by Wall St. Rank hold CNS as of Q2 2025.

  • Congress Wealth Management held 86,498 shares of Cohen & Steers worth $6.52M as of Q2 2025.
  • Congress Wealth Management sold 1,247 Cohen & Steers shares in Q2 2025, an estimated $95.8K.
  • Cohen & Steers made up 0.06% of Congress Wealth Management's portfolio in Q2 2025, its #333 holding.
  • Congress Wealth Management first reported a position in Cohen & Steers in Q4 2021 and has held it in 15 quarters since.
  • Congress Wealth Management's Cohen & Steers position peaked at $7.95M in Q4 2024.
  • 287 funds tracked by Wall St. Rank held Cohen & Steers as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.