Private Trust Company’s Consensus Cloud Solutions CCSI Stock Holding History

Private Trust Company’s Portfolio CCSI Stock Details CCSI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.6K	Hold	42	–	–	﹤0.01%	2538
2026 Q1	$997	Hold	42	–	–	﹤0.01%	2480
2025 Q4	$916	Hold	42	–	–	﹤0.01%	2434
2025 Q3	$1.23K	Hold	42	–	–	﹤0.01%	2414
2025 Q2	$969	Hold	42	–	–	﹤0.01%	2370
2025 Q1	$969	Buy	+42	New	+$1.08K	﹤0.01%	2364

Other funds holding CCSI

Jupiter Topco New York $245B AUM

HBCM

Heron Bay Capital Management Bloomfield Hills, Michigan $1.1B AUM 11.31% 1-Year Est. Return

GCM

Gates Capital Management New York $4.16B AUM 21% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

NSCM

New South Capital Management Memphis, Tennessee $2.28B AUM 47.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Private Trust Company's CCSI Position: Q2 2026 in Review

Private Trust Company held its Consensus Cloud Solutions (CCSI) position steady in Q2 2026 at 42 shares worth $1.6K. The position accounts for ﹤0.01% of the portfolio, ranked #2538.

Private Trust Company first reported a position in CCSI in Q1 2025 and has held it in 6 quarters since. 168 funds tracked by Wall St. Rank hold CCSI as of Q2 2026.

Private Trust Company held 42 shares of Consensus Cloud Solutions worth $1.6K as of Q2 2026.
Private Trust Company left its Consensus Cloud Solutions share count unchanged in Q2 2026.
Consensus Cloud Solutions made up ﹤0.01% of Private Trust Company's portfolio in Q2 2026, its #2538 holding.
Private Trust Company first reported a position in Consensus Cloud Solutions in Q1 2025 and has held it in 6 quarters since.
168 funds tracked by Wall St. Rank held Consensus Cloud Solutions as of Q2 2026.

Based on Private Trust Company's 13F filing for Q2 2026, filed 28 Jul 2026.