JWA
CNS icon

JFS Wealth Advisors’s Cohen & Steers CNS Stock Holding History

JFS Wealth 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
2026
Q2 		$2.44K Buy
32
+13
+68% +$919 ﹤0.01% 1546
2026
Q1 		$1.19K Buy
19
+6
+46% +$391 ﹤0.01% 1638
2025
Q4 		$817 Buy
13
+5
+63% +$325 ﹤0.01% 1738
2025
Q3 		$525 Sell
8
-1
-11% -$73 ﹤0.01% 1754
2025
Q2 		$679 Sell
9
-15
-63% -$1.15K ﹤0.01% 1642
2025
Q1 		$1.93K Sell
24
-1
-4% -$85 ﹤0.01% 1484
2024
Q4 		$2.31K Hold
25
– – ﹤0.01% 1415
2024
Q3 		$2.4K Buy
25
+3
+14% +$255 ﹤0.01% 1407
2024
Q2 		$1.6K Buy
22
+5
+29% +$355 ﹤0.01% 1520
2024
Q1 		$1.31K Buy
17
+4
+31% +$286 ﹤0.01% 1583
2023
Q4 		$985 Hold
13
– – ﹤0.01% 1663
2023
Q3 		$815 Sell
13
-7
-35% -$443 ﹤0.01% 1643
2023
Q2 		$1.16K Hold
20
– – ﹤0.01% 1561
2023
Q1 		$1.28K Sell
20
-1
-5% -$70 ﹤0.01% 1512
2022
Q4 		$1.36K Sell
21
-1
-5% -$63 ﹤0.01% 1514
2022
Q3 		$1K Sell
22
-9
-29% -$644 ﹤0.01% 1513
2022
Q2 		$2K Buy
31
+17
+121% +$1.29K ﹤0.01% 1295
2022
Q1 		$1K Buy
14
+6
+75% +$497 ﹤0.01% 1604
2021
Q4 		$1K Buy
+8
New +$741 ﹤0.01% 1300

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

JFS Wealth Advisors's CNS Position: Q2 2026 in Review

JFS Wealth Advisors increased its Cohen & Steers (CNS) stake by 68% in Q2 2026, buying an estimated $919 and bringing the position to 32 shares worth $2.44K. The position accounts for ﹤0.01% of the portfolio, ranked #1546.

JFS Wealth Advisors first reported a position in CNS in Q4 2021 and has held it in 19 quarters since. 311 funds tracked by Wall St. Rank hold CNS as of Q2 2026.

  • JFS Wealth Advisors held 32 shares of Cohen & Steers worth $2.44K as of Q2 2026.
  • JFS Wealth Advisors bought 13 Cohen & Steers shares in Q2 2026, an estimated $919.
  • Cohen & Steers made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #1546 holding.
  • JFS Wealth Advisors first reported a position in Cohen & Steers in Q4 2021 and has held it in 19 quarters since.
  • 311 funds tracked by Wall St. Rank held Cohen & Steers as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.