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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
Q2 		$2.31K Hold
77
– – ﹤0.01% 2444
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AAMU
APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 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 CUZ Position: Q2 2026 in Review

Pinnacle Wealth Planning Services held its Cousins Properties (CUZ) position steady in Q2 2026 at 77 shares worth $2.31K. The position accounts for ﹤0.01% of the portfolio, ranked #2444.

Pinnacle Wealth Planning Services first reported a position in CUZ in Q4 2020 and has held it in 4 quarters since. The position peaked at $2.78K in Q4 2025. 395 funds tracked by Wall St. Rank hold CUZ as of Q2 2026.

  • Pinnacle Wealth Planning Services held 77 shares of Cousins Properties worth $2.31K as of Q2 2026.
  • Pinnacle Wealth Planning Services left its Cousins Properties share count unchanged in Q2 2026.
  • Cousins Properties made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #2444 holding.
  • Pinnacle Wealth Planning Services first reported a position in Cousins Properties in Q4 2020 and has held it in 4 quarters since.
  • Pinnacle Wealth Planning Services's Cousins Properties position peaked at $2.78K in Q4 2025.
  • 395 funds tracked by Wall St. Rank held Cousins Properties as of Q2 2026.

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