CA
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Crewe Advisors’s Cohen & Steers CNS Stock Holding History

Crewe Advisors’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 		– Sell
-129
Closed -$8.07K – 1155
2026
Q1 		$8.07K Hold
129
– – ﹤0.01% 688
2025
Q4 		$8.1K Hold
129
– – ﹤0.01% 658
2025
Q3 		$8.46K Buy
+129
New +$9.45K ﹤0.01% 657
2024
Q3 		– Sell
-192
Closed -$13.9K – 767
2024
Q2 		$13.9K Buy
192
+142
+284% +$10.1K ﹤0.01% 619
2024
Q1 		$3.85K Buy
+50
New +$3.57K ﹤0.01% 778
2023
Q2 		– Sell
-233
Closed -$14.9K – 899
2023
Q1 		$14.9K Hold
233
– – ﹤0.01% 483
2022
Q4 		$15K Hold
233
– – ﹤0.01% 470
2022
Q3 		$15K Hold
233
– – ﹤0.01% 543
2022
Q2 		$15K Buy
+233
New +$17.6K ﹤0.01% 488

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

Crewe Advisors's CNS Position: Q2 2026 in Review

Crewe Advisors sold out of Cohen & Steers (CNS) in Q2 2026, closing a stake of 129 shares — an estimated $8.07K sold.

Crewe Advisors first reported a position in CNS in Q2 2022 and held it in 9 quarters. The position peaked at $15K in Q4 2022. 311 funds tracked by Wall St. Rank hold CNS as of Q2 2026.

  • Crewe Advisors reported no remaining Cohen & Steers position as of Q2 2026 after selling out during the quarter.
  • Crewe Advisors sold 129 Cohen & Steers shares in Q2 2026, an estimated $8.07K.
  • Crewe Advisors first reported a position in Cohen & Steers in Q2 2022 and held it in 9 quarters.
  • Crewe Advisors's Cohen & Steers position peaked at $15K in Q4 2022.
  • 311 funds tracked by Wall St. Rank held Cohen & Steers as of Q2 2026.

Based on Crewe Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.