PWPS
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Pinnacle Wealth Planning Services’s Cohen & Steers CNS Stock Holding History

Pinnacle Wealth Planning Services’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 		$95.4K Buy
1,253
+17
+1% +$1.2K 0.01% 900
2026
Q1 		$77.3K Buy
1,236
+41
+3% +$2.67K 0.01% 953
2025
Q4 		$75K Buy
+1,195
New +$77.7K 0.01% 949
2021
Q1 		– Sell
-135
Closed -$10K – 679
2020
Q4 		$10K Buy
+135
New +$8.91K ﹤0.01% 1381

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

Pinnacle Wealth Planning Services's CNS Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its Cohen & Steers (CNS) stake by 1.4% in Q2 2026, buying an estimated $1.2K and bringing the position to 1,253 shares worth $95.4K. The position accounts for 0.01% of the portfolio, ranked #900.

Pinnacle Wealth Planning Services first reported a position in CNS in Q4 2020 and has held it in 4 quarters since. 312 funds tracked by Wall St. Rank hold CNS as of Q2 2026.

  • Pinnacle Wealth Planning Services held 1,253 shares of Cohen & Steers worth $95.4K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 17 Cohen & Steers shares in Q2 2026, an estimated $1.2K.
  • Cohen & Steers made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #900 holding.
  • Pinnacle Wealth Planning Services first reported a position in Cohen & Steers in Q4 2020 and has held it in 4 quarters since.
  • 312 funds tracked by Wall St. Rank held Cohen & Steers as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.