Larson Financial Group
CCSI icon

Larson Financial Group’s Consensus Cloud Solutions CCSI Stock Holding History

Larson Financial Group’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 		– Sell
-4
Closed -$153 – 3894
2026
Q2 		$153 Buy
+4
New +$120 ﹤0.01% 3624
2025
Q4 		– Sell
-23
Closed -$676 – 3493
2025
Q3 		$676 Buy
+23
New +$570 ﹤0.01% 3026
2025
Q2 		– Sell
-729
Closed -$16.8K – 3316
2025
Q1 		$16.8K Hold
729
– – ﹤0.01% 1430
2024
Q4 		$17.4K Buy
+729
New +$17.1K ﹤0.01% 1269

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Geode Capital Management
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New South Capital Management
New South Capital Management Memphis, Tennessee $1.53B AUM 36.31% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
Ballast Asset Management
Ballast Asset Management Dallas, Texas $230M AUM 34.36% 1-Year Est. Return
Chicago Capital
Chicago Capital Chicago, Illinois $4.32B AUM 31.14% 1-Year Est. Return
Bridge City Capital
Bridge City Capital Lake Oswego, Oregon $480M AUM 47.16% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Verdence Capital Advisors
Verdence Capital Advisors Hunt Valley, Maryland $2.35B AUM 27.25% 1-Year Est. Return

Larson Financial Group's CCSI Position: Q3 2026 in Review

Larson Financial Group sold out of Consensus Cloud Solutions (CCSI) in Q3 2026, closing a stake of 4 shares — an estimated $153 sold.

Larson Financial Group first reported a position in CCSI in Q4 2024 and held it in 4 quarters. The position peaked at $17.4K in Q4 2024. 58 funds tracked by Wall St. Rank hold CCSI as of Q3 2026.

  • Larson Financial Group reported no remaining Consensus Cloud Solutions position as of Q3 2026 after selling out during the quarter.
  • Larson Financial Group sold 4 Consensus Cloud Solutions shares in Q3 2026, an estimated $153.
  • Larson Financial Group first reported a position in Consensus Cloud Solutions in Q4 2024 and held it in 4 quarters.
  • Larson Financial Group's Consensus Cloud Solutions position peaked at $17.4K in Q4 2024.
  • 58 funds tracked by Wall St. Rank held Consensus Cloud Solutions as of Q3 2026.

Based on Larson Financial Group's 13F filing for Q3 2026, filed 5 Nov 2026.