GA
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GoalVest Advisory’s Cousins Properties CUZ Stock Holding History

GoalVest Advisory’s Portfolio CUZ Stock Details CUZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$9.73K Buy
+352
New +$10.5K ﹤0.01% 452

Other funds holding CUZ

PDN
Pensionfund DSM Netherlands Sittard, Netherlands $170M AUM 7.16% 1-Year Est. Return
PS
Pensionfund Sabic Sittard, Netherlands $82.9M AUM 10.69% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

GoalVest Advisory's CUZ Position: Q3 2026 in Review

GoalVest Advisory opened a new position in Cousins Properties (CUZ) in Q3 2026: 352 shares worth $9.73K. The stake represents ﹤0.01% of the portfolio and ranks #452 among its holdings.

9 funds tracked by Wall St. Rank hold CUZ as of Q3 2026.

  • GoalVest Advisory held 352 shares of Cousins Properties worth $9.73K as of Q3 2026.
  • Cousins Properties was a new GoalVest Advisory position in Q3 2026.
  • Cousins Properties made up ﹤0.01% of GoalVest Advisory's portfolio in Q3 2026, its #452 holding.
  • 9 funds tracked by Wall St. Rank held Cousins Properties as of Q3 2026.

Based on GoalVest Advisory's 13F filing for Q3 2026, filed 2 Oct 2026.