Root Financial Partners
CNS icon

Root Financial Partners’s Cohen & Steers CNS Stock Holding History

Root Financial Partners’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
Q3 		$38.7K Buy
+529
New +$42K ﹤0.01% 1214
2026
Q2 		– Sell
-322
Closed -$20.1K – 975
2026
Q1 		$20.1K Buy
322
+234
+266% +$15.3K ﹤0.01% 1320
2025
Q4 		$5.52K Sell
88
-43
-33% -$2.8K ﹤0.01% 1732
2025
Q3 		$8.6K Buy
+131
New +$9.6K ﹤0.01% 1512

Other funds holding CNS

Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
Copeland Capital Management
Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return
Boston Trust Walden
Boston Trust Walden Boston, Massachusetts $12.4B AUM 21.62% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Bourgeon Capital Management
Bourgeon Capital Management Darien, Connecticut $696M AUM 39.92% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Harbor Capital Advisors
Harbor Capital Advisors Chicago, Illinois $1.48B AUM 30.88% 1-Year Est. Return
Achmea Investment Management
Achmea Investment Management Zeist, Netherlands $12.6B AUM 25.68% 1-Year Est. Return
Carnegie Investment Counsel
Carnegie Investment Counsel Pepper Pike, Ohio $5.01B AUM 15.78% 1-Year Est. Return

Root Financial Partners's CNS Position: Q3 2026 in Review

Root Financial Partners opened a new position in Cohen & Steers (CNS) in Q3 2026: 529 shares worth $38.7K. The stake represents ﹤0.01% of the portfolio and ranks #1214 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in CNS as recently as Q1 2026.

Root Financial Partners first reported a position in CNS in Q3 2025 and has held it in 4 quarters since. 82 funds tracked by Wall St. Rank hold CNS as of Q3 2026.

  • Root Financial Partners held 529 shares of Cohen & Steers worth $38.7K as of Q3 2026.
  • Cohen & Steers was a new Root Financial Partners position in Q3 2026.
  • Cohen & Steers made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1214 holding.
  • Root Financial Partners first reported a position in Cohen & Steers in Q3 2025 and has held it in 4 quarters since.
  • 82 funds tracked by Wall St. Rank held Cohen & Steers as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.