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 Q3	$70	Hold	2	–	–	﹤0.01%	5022
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%	1913
2022 Q3	$78K	Buy	1,221 +160	+15%	+$8.24K	﹤0.01%	2031
2022 Q2	$68K	Hold	1,061	–	–	﹤0.01%	1943
2022 Q1	$68K	Buy	+1,061	New	+$61.3K	﹤0.01%	1942

Other funds holding CCSI

Chicago Capital Chicago, Illinois $4.32B AUM 31.14% 1-Year Est. Return

Bridge City Capital Lake Oswego, Oregon $480M AUM 47.16% 1-Year Est. Return

Verdence Capital Advisors Hunt Valley, Maryland $2.35B AUM 27.25% 1-Year Est. Return

North Star Investment Management Chicago, Illinois $1.85B AUM 21.53% 1-Year Est. Return

State of Wyoming Cheyenne, Wyoming $1.29B AUM 32.25% 1-Year Est. Return

Achmea Investment Management Zeist, Netherlands $12.6B AUM 25.68% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Kendall Capital Management Rockville, Maryland $605M AUM 38.16% 1-Year Est. Return

Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

IFP Advisors's CCSI Position: Q3 2026 in Review

IFP Advisors held its Consensus Cloud Solutions (CCSI) position steady in Q3 2026 at 2 shares worth $70. The position accounts for ﹤0.01% of the portfolio, ranked #5022.

IFP Advisors first reported a position in CCSI in Q1 2022 and has held it in 11 quarters since. The position peaked at $78K in Q4 2022. 32 funds tracked by Wall St. Rank hold CCSI as of Q3 2026.

IFP Advisors held 2 shares of Consensus Cloud Solutions worth $70 as of Q3 2026.
IFP Advisors left its Consensus Cloud Solutions share count unchanged in Q3 2026.
Consensus Cloud Solutions made up ﹤0.01% of IFP Advisors's portfolio in Q3 2026, its #5022 holding.
IFP Advisors first reported a position in Consensus Cloud Solutions in Q1 2022 and has held it in 11 quarters since.
IFP Advisors's Consensus Cloud Solutions position peaked at $78K in Q4 2022.
32 funds tracked by Wall St. Rank held Consensus Cloud Solutions as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.