Institute for Wealth Management’s Consensus Cloud Solutions CCSI Stock Holding History

Institute for Wealth Management’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	$12.1K	Buy	+316	New	+$9.46K	﹤0.01%	1274

Other funds holding CCSI

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

NSCM

New South Capital Management Memphis, Tennessee $2.28B AUM 47.19% 1-Year Est. Return

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

Denali Advisors San Diego, California $993M AUM 34.77% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

RHJA

Rice Hall James & Associates San Diego, California $2.05B AUM 43.16% 1-Year Est. Return

Chicago Capital Chicago, Illinois $4.15B AUM 31.09% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Institute for Wealth Management's CCSI Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Consensus Cloud Solutions (CCSI) in Q2 2026: 316 shares worth $12.1K. The stake represents ﹤0.01% of the portfolio and ranks #1274 among its holdings.

67 funds tracked by Wall St. Rank hold CCSI as of Q2 2026.

Institute for Wealth Management held 316 shares of Consensus Cloud Solutions worth $12.1K as of Q2 2026.
Consensus Cloud Solutions was a new Institute for Wealth Management position in Q2 2026.
Consensus Cloud Solutions made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1274 holding.
67 funds tracked by Wall St. Rank held Consensus Cloud Solutions as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.