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

Dogwood 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
Q4 		– Sell
-1
Closed -$66 – 763
2025
Q3 		$66 Buy
+1
New +$73 ﹤0.01% 728

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.87B AUM 31.21% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

Dogwood Wealth Management's CNS Position: Q4 2025 in Review

Dogwood Wealth Management sold out of Cohen & Steers (CNS) in Q4 2025, closing a stake of 1 share — an estimated $66 sold.

Dogwood Wealth Management first reported a position in CNS in Q3 2025 and held it in 1 quarter. The position peaked at $66 in Q3 2025. 284 funds tracked by Wall St. Rank hold CNS as of Q4 2025.

  • Dogwood Wealth Management reported no remaining Cohen & Steers position as of Q4 2025 after selling out during the quarter.
  • Dogwood Wealth Management sold 1 Cohen & Steers share in Q4 2025, an estimated $66.
  • Dogwood Wealth Management first reported a position in Cohen & Steers in Q3 2025 and held it in 1 quarter.
  • Dogwood Wealth Management's Cohen & Steers position peaked at $66 in Q3 2025.
  • 284 funds tracked by Wall St. Rank held Cohen & Steers as of Q4 2025.

Based on Dogwood Wealth Management's 13F filing for Q4 2025, filed 4 Feb 2026.