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Global Financial Private Client’s Cohen & Steers CNS Stock Holding History

Global Financial Private Client’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
Q2 		– Sell
-8
Closed -$642 – 497
2025
Q1 		$642 Buy
8
+6
+300% +$512 ﹤0.01% 1197
2024
Q4 		$185 Buy
+2
New +$198 ﹤0.01% 1298

Other funds holding CNS

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Global Financial Private Client's CNS Position: Q2 2025 in Review

Global Financial Private Client sold out of Cohen & Steers (CNS) in Q2 2025, closing a stake of 8 shares — an estimated $642 sold.

Global Financial Private Client first reported a position in CNS in Q4 2024 and held it in 2 quarters. The position peaked at $642 in Q1 2025. 287 funds tracked by Wall St. Rank hold CNS as of Q2 2025.

  • Global Financial Private Client reported no remaining Cohen & Steers position as of Q2 2025 after selling out during the quarter.
  • Global Financial Private Client sold 8 Cohen & Steers shares in Q2 2025, an estimated $642.
  • Global Financial Private Client first reported a position in Cohen & Steers in Q4 2024 and held it in 2 quarters.
  • Global Financial Private Client's Cohen & Steers position peaked at $642 in Q1 2025.
  • 287 funds tracked by Wall St. Rank held Cohen & Steers as of Q2 2025.

Based on Global Financial Private Client's 13F filing for Q2 2025, filed 10 Jul 2025.