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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
Q1 		$20.1K Buy
322
+234
+266% +$15.3K ﹤0.01% 1320
2025
Q4 		$5.53K 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

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return

Root Financial Partners's CNS Position: Q1 2026 in Review

Root Financial Partners increased its Cohen & Steers (CNS) stake by 266% in Q1 2026, buying an estimated $15.3K and bringing the position to 322 shares worth $20.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1320.

Root Financial Partners first reported a position in CNS in Q3 2025 and has held it in 3 quarters since. 294 funds tracked by Wall St. Rank hold CNS as of Q1 2026.

  • Root Financial Partners held 322 shares of Cohen & Steers worth $20.1K as of Q1 2026.
  • Root Financial Partners bought 234 Cohen & Steers shares in Q1 2026, an estimated $15.3K.
  • Cohen & Steers made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #1320 holding.
  • Root Financial Partners first reported a position in Cohen & Steers in Q3 2025 and has held it in 3 quarters since.
  • 294 funds tracked by Wall St. Rank held Cohen & Steers as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.