IWC
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Integrated Wealth Concepts’s Cohen & Steers CNS Stock Holding History

Integrated Wealth Concepts’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
2026
Q2 		$195K Buy
+2,563
New +$181K ﹤0.01% 2349

Other funds holding CNS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Integrated Wealth Concepts's CNS Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in Cohen & Steers (CNS) in Q2 2026: 2,563 shares worth $195K. The stake represents ﹤0.01% of the portfolio and ranks #2349 among its holdings.

311 funds tracked by Wall St. Rank hold CNS as of Q2 2026.

  • Integrated Wealth Concepts held 2,563 shares of Cohen & Steers worth $195K as of Q2 2026.
  • Cohen & Steers was a new Integrated Wealth Concepts position in Q2 2026.
  • Cohen & Steers made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #2349 holding.
  • 311 funds tracked by Wall St. Rank held Cohen & Steers as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.