Cornerstone Planning Group
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
Q3 		– Sell
-260
Closed -$20.9K – 461
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

Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
Copeland Capital Management
Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Bourgeon Capital Management
Bourgeon Capital Management Darien, Connecticut $696M AUM 39.92% 1-Year Est. Return
Harbor Capital Advisors
Harbor Capital Advisors Chicago, Illinois $1.48B AUM 30.88% 1-Year Est. Return
Carnegie Investment Counsel
Carnegie Investment Counsel Pepper Pike, Ohio $5.01B AUM 15.78% 1-Year Est. Return
Moody National Bank Trust Division
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
Islay Capital Management
Islay Capital Management Lubbock, Texas $213M AUM 16.45% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Cornerstone Planning Group's CNS Position: Q3 2026 in Review

Cornerstone Planning Group sold out of Cohen & Steers (CNS) in Q3 2026, closing a stake of 260 shares — an estimated $20.9K sold.

Cornerstone Planning Group first reported a position in CNS in Q4 2022 and held it in 7 quarters. The position peaked at $20.9K in Q2 2026. 58 funds tracked by Wall St. Rank hold CNS as of Q3 2026.

  • Cornerstone Planning Group reported no remaining Cohen & Steers position as of Q3 2026 after selling out during the quarter.
  • Cornerstone Planning Group sold 260 Cohen & Steers shares in Q3 2026, an estimated $20.9K.
  • Cornerstone Planning Group first reported a position in Cohen & Steers in Q4 2022 and held it in 7 quarters.
  • Cornerstone Planning Group's Cohen & Steers position peaked at $20.9K in Q2 2026.
  • 58 funds tracked by Wall St. Rank held Cohen & Steers as of Q3 2026.

Based on Cornerstone Planning Group's 13F filing for Q3 2026, filed 16 Oct 2026.