HHGA
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Halbert Hargrove Global Advisors’s Cohen & Steers CNS Stock Holding History

Halbert Hargrove Global 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
2025
Q4 		– Sell
-29
Closed -$1.9K – 440
2025
Q3 		$1.9K Buy
+29
New +$2.13K ﹤0.01% 575

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

Halbert Hargrove Global Advisors's CNS Position: Q4 2025 in Review

Halbert Hargrove Global Advisors sold out of Cohen & Steers (CNS) in Q4 2025, closing a stake of 29 shares — an estimated $1.9K sold.

Halbert Hargrove Global Advisors first reported a position in CNS in Q3 2025 and held it in 1 quarter. The position peaked at $1.9K in Q3 2025. 284 funds tracked by Wall St. Rank hold CNS as of Q4 2025.

  • Halbert Hargrove Global Advisors reported no remaining Cohen & Steers position as of Q4 2025 after selling out during the quarter.
  • Halbert Hargrove Global Advisors sold 29 Cohen & Steers shares in Q4 2025, an estimated $1.9K.
  • Halbert Hargrove Global Advisors first reported a position in Cohen & Steers in Q3 2025 and held it in 1 quarter.
  • Halbert Hargrove Global Advisors's Cohen & Steers position peaked at $1.9K in Q3 2025.
  • 284 funds tracked by Wall St. Rank held Cohen & Steers as of Q4 2025.

Based on Halbert Hargrove Global Advisors's 13F filing for Q4 2025, filed 23 Jan 2026.