IFP Advisors’s Consensus Cloud Solutions CCSI Stock Holding History

IFP 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	$76	Sell	2 -37	-95%	-$1.11K	﹤0.01%	4987
2026 Q1	$926	Sell	39 -15	-28%	-$386	﹤0.01%	4239
2025 Q4	$1.18K	Buy	54 +53	+5,300%	+$1.3K	﹤0.01%	4019
2025 Q3	$29	Buy	+1	New	+$25	﹤0.01%	4720
2025 Q2	–	Sell	-5	Closed	-$108	–	4336
2025 Q1	$115	Hold	5	–	–	﹤0.01%	3813
2024 Q4	$119	Buy	+5	New	+$117	﹤0.01%	3970
2023 Q1	–	Sell	-1,248	Closed	-$78K	–	3528
2022 Q4	$78K	Buy	1,248 +27	+2%	+$1.47K	﹤0.01%	1914
2022 Q3	$78K	Buy	1,221 +160	+15%	+$8.24K	﹤0.01%	2032
2022 Q2	$68K	Hold	1,061	–	–	﹤0.01%	1942
2022 Q1	$68K	Buy	+1,061	New	+$61.3K	﹤0.01%	1942

Other funds holding CCSI

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 New York $6.73T AUM 46.02% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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 Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

IFP Advisors's CCSI Position: Q2 2026 in Review

IFP Advisors reduced its Consensus Cloud Solutions (CCSI) stake by 95% in Q2 2026, selling an estimated $1.11K and leaving 2 shares worth $76. The position accounts for ﹤0.01% of the portfolio, ranked #4987.

IFP Advisors first reported a position in CCSI in Q1 2022 and has held it in 10 quarters since. The position peaked at $78K in Q4 2022. 168 funds tracked by Wall St. Rank hold CCSI as of Q2 2026.

IFP Advisors held 2 shares of Consensus Cloud Solutions worth $76 as of Q2 2026.
IFP Advisors sold 37 Consensus Cloud Solutions shares in Q2 2026, an estimated $1.11K.
Consensus Cloud Solutions made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #4987 holding.
IFP Advisors first reported a position in Consensus Cloud Solutions in Q1 2022 and has held it in 10 quarters since.
IFP Advisors's Consensus Cloud Solutions position peaked at $78K in Q4 2022.
168 funds tracked by Wall St. Rank held Consensus Cloud Solutions as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.