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Laurel Wealth Advisors (North Carolina)’s Cohen & Steers CNS Stock Holding History

Laurel Wealth Advisors (North Carolina)’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
2025
Q2 		– Sell
-11
Closed -$883 – 290
2025
Q1 		$883 Hold
11
– – ﹤0.01% 645
2024
Q4 		$1.02K Hold
11
– – ﹤0.01% 665
2024
Q3 		$1.06K Buy
+11
New +$936 ﹤0.01% 625

Other funds holding CNS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Laurel Wealth Advisors (North Carolina)'s CNS Position: Q2 2025 in Review

Laurel Wealth Advisors (North Carolina) sold out of Cohen & Steers (CNS) in Q2 2025, closing a stake of 11 shares — an estimated $883 sold.

Laurel Wealth Advisors (North Carolina) first reported a position in CNS in Q3 2024 and held it in 3 quarters. The position peaked at $1.06K in Q3 2024. 287 funds tracked by Wall St. Rank hold CNS as of Q2 2025.

  • Laurel Wealth Advisors (North Carolina) reported no remaining Cohen & Steers position as of Q2 2025 after selling out during the quarter.
  • Laurel Wealth Advisors (North Carolina) sold 11 Cohen & Steers shares in Q2 2025, an estimated $883.
  • Laurel Wealth Advisors (North Carolina) first reported a position in Cohen & Steers in Q3 2024 and held it in 3 quarters.
  • Laurel Wealth Advisors (North Carolina)'s Cohen & Steers position peaked at $1.06K in Q3 2024.
  • 287 funds tracked by Wall St. Rank held Cohen & Steers as of Q2 2025.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q2 2025, filed 12 Aug 2025.