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Pinnacle Wealth Planning Services’s Cousins Properties CUZ Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio CUZ Stock Details CUZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.74K Sell
77
-31
-29% -$752 ﹤0.01% 2467
2025
Q4 		$2.78K Buy
+108
New +$2.81K ﹤0.01% 2414
2021
Q1 		– Sell
-17
Closed -$1K – 729
2020
Q4 		$1K Buy
+17
New +$526 ﹤0.01% 2095

Other funds holding CUZ

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return

Pinnacle Wealth Planning Services's CUZ Position: Q1 2026 in Review

Pinnacle Wealth Planning Services reduced its Cousins Properties (CUZ) stake by 29% in Q1 2026, selling an estimated $752 and leaving 77 shares worth $1.74K. The position accounts for ﹤0.01% of the portfolio, ranked #2467.

Pinnacle Wealth Planning Services first reported a position in CUZ in Q4 2020 and has held it in 3 quarters since. The position peaked at $2.78K in Q4 2025. 375 funds tracked by Wall St. Rank hold CUZ as of Q1 2026.

  • Pinnacle Wealth Planning Services held 77 shares of Cousins Properties worth $1.74K as of Q1 2026.
  • Pinnacle Wealth Planning Services sold 31 Cousins Properties shares in Q1 2026, an estimated $752.
  • Cousins Properties made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #2467 holding.
  • Pinnacle Wealth Planning Services first reported a position in Cousins Properties in Q4 2020 and has held it in 3 quarters since.
  • Pinnacle Wealth Planning Services's Cousins Properties position peaked at $2.78K in Q4 2025.
  • 375 funds tracked by Wall St. Rank held Cousins Properties as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.