Covestor’s Consensus Cloud Solutions CCSI Stock Holding History

Covestor’s Portfolio CCSI Stock Details CCSI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$8K	Sell	236 -95	-29%	-$3.5K	0.01%	1620
2026 Q2	$13K	Sell	331 -3	-0.9%	-$90	0.01%	1362
2026 Q1	$8K	Buy	334 +294	+735%	+$7.56K	0.01%	1541
2025 Q4	$1K	Sell	40 -18	-31%	-$443	﹤0.01%	2002
2025 Q3	$2K	Buy	58 +53	+1,060%	+$1.31K	﹤0.01%	1924
2025 Q2	$0	Hold	5	–	–	﹤0.01%	2241
2025 Q1	$0	Hold	5	–	–	﹤0.01%	2255
2024 Q4	$0	Hold	5	–	–	﹤0.01%	2265
2024 Q3	$0	Hold	5	–	–	﹤0.01%	2251
2024 Q2	$0	Hold	5	–	–	﹤0.01%	2263
2024 Q1	$0	Sell	5 -54	-92%	-$968	﹤0.01%	2266
2023 Q4	$2K	Buy	59 +13	+28%	+$305	﹤0.01%	1832
2023 Q3	$1K	Buy	46 +13	+39%	+$391	﹤0.01%	1898
2023 Q2	$1K	Buy	33 +30	+1,000%	+$1.06K	﹤0.01%	1913
2023 Q1	$0	Hold	3	–	–	﹤0.01%	2058
2022 Q4	$0	Hold	3	–	–	﹤0.01%	2097
2022 Q3	$0	Hold	3	–	–	﹤0.01%	2032
2022 Q2	$0	Sell	3 -2	-40%	-$99	﹤0.01%	1944
2022 Q1	$0	Buy	+5	New	+$289	﹤0.01%	2130

Other funds holding CCSI

Chicago Capital Chicago, Illinois $4.32B AUM 31.14% 1-Year Est. Return

Bridge City Capital Lake Oswego, Oregon $480M AUM 47.16% 1-Year Est. Return

Verdence Capital Advisors Hunt Valley, Maryland $2.35B AUM 27.25% 1-Year Est. Return

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

North Star Investment Management Chicago, Illinois $1.85B AUM 21.53% 1-Year Est. Return

State of Wyoming Cheyenne, Wyoming $1.29B AUM 32.25% 1-Year Est. Return

Achmea Investment Management Zeist, Netherlands $12.6B AUM 25.68% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Kendall Capital Management Rockville, Maryland $605M AUM 38.16% 1-Year Est. Return

Covestor's CCSI Position: Q3 2026 in Review

Covestor reduced its Consensus Cloud Solutions (CCSI) stake by 29% in Q3 2026, selling an estimated $3.5K and leaving 236 shares worth $8K. The position accounts for 0.01% of the portfolio, ranked #1620.

Covestor first reported a position in CCSI in Q1 2022 and has held it in 19 quarters since. The position peaked at $13K in Q2 2026. 36 funds tracked by Wall St. Rank hold CCSI as of Q3 2026.

Covestor held 236 shares of Consensus Cloud Solutions worth $8K as of Q3 2026.
Covestor sold 95 Consensus Cloud Solutions shares in Q3 2026, an estimated $3.5K.
Consensus Cloud Solutions made up 0.01% of Covestor's portfolio in Q3 2026, its #1620 holding.
Covestor first reported a position in Consensus Cloud Solutions in Q1 2022 and has held it in 19 quarters since.
Covestor's Consensus Cloud Solutions position peaked at $13K in Q2 2026.
36 funds tracked by Wall St. Rank held Consensus Cloud Solutions as of Q3 2026.

Based on Covestor's 13F filing for Q3 2026, filed 30 Oct 2026.