PCS
CNS icon

Personal CFO Solutions’s Cohen & Steers CNS Stock Holding History

Personal CFO Solutions’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 		$274K Sell
3,593
-4
-0.1% -$283 0.04% 429
2026
Q1 		$225K Sell
3,597
-78
-2% -$5.09K 0.03% 472
2025
Q4 		$231K Sell
3,675
-228
-6% -$14.8K 0.04% 460
2025
Q3 		$256K Buy
3,903
+1
+0% +$73 0.04% 404
2025
Q2 		$294K Buy
3,902
+8
+0.2% +$615 0.05% 339
2025
Q1 		$313K Sell
3,894
-355
-8% -$30.3K 0.06% 305
2024
Q4 		$392K Sell
4,249
-288
-6% -$28.5K 0.08% 247
2024
Q3 		$435K Sell
4,537
-101
-2% -$8.59K 0.06% 297
2024
Q2 		$337K Sell
4,638
-163
-3% -$11.6K 0.05% 350
2024
Q1 		$369K Sell
4,801
-328
-6% -$23.4K 0.06% 342
2023
Q4 		$388K Sell
5,129
-48
-0.9% -$2.89K 0.07% 300
2023
Q3 		$325K Buy
5,177
+36
+0.7% +$2.28K 0.06% 301
2023
Q2 		$298K Buy
5,141
+143
+3% +$8.35K 0.06% 329
2023
Q1 		$320K Buy
4,998
+1,214
+32% +$84.7K 0.07% 291
2022
Q4 		$244K Buy
3,784
+259
+7% +$16.2K 0.05% 362
2022
Q3 		$221K Buy
3,525
+19
+0.5% +$1.36K 0.06% 340
2022
Q2 		$223K Sell
3,506
-115
-3% -$8.7K 0.05% 360
2022
Q1 		$311K Buy
3,621
+152
+4% +$12.6K 0.06% 310
2021
Q4 		$321K Sell
3,469
-1
-0% -$93 0.06% 303
2021
Q3 		$291K Buy
3,470
+53
+2% +$4.49K 0.06% 295
2021
Q2 		$280K Buy
3,417
+9
+0.3% +$649 0.06% 309
2021
Q1 		$223K Buy
3,408
+96
+3% +$6.56K 0.05% 356
2020
Q4 		$246K Sell
3,312
-352
-10% -$23.2K 0.06% 294
2020
Q3 		$0 Buy
3,664
+16
+0.4% +$987 ﹤0.01% 176
2020
Q2 		$248K Buy
+3,648
New +$220K 0.07% 244
2020
Q1 		– Sell
-3,222
Closed -$202K – 297
2019
Q4 		$202K Buy
+3,222
New +$204K 0.06% 321

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

Personal CFO Solutions's CNS Position: Q2 2026 in Review

Personal CFO Solutions reduced its Cohen & Steers (CNS) stake by 0.11% in Q2 2026, selling an estimated $283 and leaving 3,593 shares worth $274K. The position accounts for 0.04% of the portfolio, ranked #429.

Personal CFO Solutions first reported a position in CNS in Q4 2019 and has held it in 26 quarters since. The position peaked at $435K in Q3 2024. 312 funds tracked by Wall St. Rank hold CNS as of Q2 2026.

  • Personal CFO Solutions held 3,593 shares of Cohen & Steers worth $274K as of Q2 2026.
  • Personal CFO Solutions sold 4 Cohen & Steers shares in Q2 2026, an estimated $283.
  • Cohen & Steers made up 0.04% of Personal CFO Solutions's portfolio in Q2 2026, its #429 holding.
  • Personal CFO Solutions first reported a position in Cohen & Steers in Q4 2019 and has held it in 26 quarters since.
  • Personal CFO Solutions's Cohen & Steers position peaked at $435K in Q3 2024.
  • 312 funds tracked by Wall St. Rank held Cohen & Steers as of Q2 2026.

Based on Personal CFO Solutions's 13F filing for Q2 2026, filed 7 Aug 2026.