CPG
CNS icon

Cornerstone Planning Group’s Cohen & Steers CNS Stock Holding History

Cornerstone Planning Group’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 		$20.9K Buy
260
+2
+0.8% +$141 ﹤0.01% 666
2026
Q1 		$17.9K Sell
258
-33
-11% -$2.15K ﹤0.01% 708
2025
Q4 		$18.6K Buy
291
+36
+14% +$2.34K ﹤0.01% 607
2025
Q3 		$17.7K Buy
+255
New +$18.7K ﹤0.01% 618
2025
Q2 		– Sell
-70
Closed -$5.2K – 1560
2025
Q1 		$5.2K Buy
+70
New +$5.97K ﹤0.01% 721
2023
Q3 		– Sell
-71
Closed -$4.12K – 1230
2023
Q2 		$4.12K Buy
+71
New +$4.14K ﹤0.01% 958
2022
Q4 		$5.08K Buy
+71
New +$4.45K ﹤0.01% 881

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

Cornerstone Planning Group's CNS Position: Q2 2026 in Review

Cornerstone Planning Group increased its Cohen & Steers (CNS) stake by 0.78% in Q2 2026, buying an estimated $141 and bringing the position to 260 shares worth $20.9K. The position accounts for ﹤0.01% of the portfolio, ranked #666.

Cornerstone Planning Group first reported a position in CNS in Q4 2022 and has held it in 7 quarters since. 312 funds tracked by Wall St. Rank hold CNS as of Q2 2026.

  • Cornerstone Planning Group held 260 shares of Cohen & Steers worth $20.9K as of Q2 2026.
  • Cornerstone Planning Group bought 2 Cohen & Steers shares in Q2 2026, an estimated $141.
  • Cohen & Steers made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #666 holding.
  • Cornerstone Planning Group first reported a position in Cohen & Steers in Q4 2022 and has held it in 7 quarters since.
  • 312 funds tracked by Wall St. Rank held Cohen & Steers as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.