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EverSource Wealth Advisors’s Consensus Cloud Solutions CCSI Stock Holding History

EverSource Wealth Advisors’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
Q2 		$14.9K Buy
391
+121
+45% +$3.62K ﹤0.01% 2651
2026
Q1 		$6.41K Sell
270
-60
-18% -$1.54K ﹤0.01% 3145
2025
Q4 		$7.2K Buy
330
+22
+7% +$542 ﹤0.01% 2956
2025
Q3 		$9.05K Sell
308
-86
-22% -$2.13K ﹤0.01% 2875
2025
Q2 		$9.09K Buy
394
+198
+101% +$4.26K ﹤0.01% 2868
2025
Q1 		$4.52K Buy
196
+13
+7% +$335 ﹤0.01% 2545
2024
Q4 		$4.37K Buy
+183
New +$4.29K ﹤0.01% 2413
2023
Q1 		– Sell
-93
Closed -$5K – 2403
2022
Q4 		$5K Hold
93
– – ﹤0.01% 1597
2022
Q3 		$5K Buy
+93
New +$4.79K ﹤0.01% 1352

Other funds holding CCSI

JT
Jupiter Topco New York $245B AUM
HBCM
Heron Bay Capital Management Bloomfield Hills, Michigan $1.1B AUM 11.31% 1-Year Est. Return
GCM
Gates Capital Management New York $4.16B AUM 21% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
NSCM
New South Capital Management Memphis, Tennessee $2.28B AUM 47.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

EverSource Wealth Advisors's CCSI Position: Q2 2026 in Review

EverSource Wealth Advisors increased its Consensus Cloud Solutions (CCSI) stake by 45% in Q2 2026, buying an estimated $3.62K and bringing the position to 391 shares worth $14.9K. The position accounts for ﹤0.01% of the portfolio, ranked #2651.

EverSource Wealth Advisors first reported a position in CCSI in Q3 2022 and has held it in 9 quarters since. 168 funds tracked by Wall St. Rank hold CCSI as of Q2 2026.

  • EverSource Wealth Advisors held 391 shares of Consensus Cloud Solutions worth $14.9K as of Q2 2026.
  • EverSource Wealth Advisors bought 121 Consensus Cloud Solutions shares in Q2 2026, an estimated $3.62K.
  • Consensus Cloud Solutions made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2651 holding.
  • EverSource Wealth Advisors first reported a position in Consensus Cloud Solutions in Q3 2022 and has held it in 9 quarters since.
  • 168 funds tracked by Wall St. Rank held Consensus Cloud Solutions as of Q2 2026.

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