SOA Wealth Advisors’s Consensus Cloud Solutions CCSI Stock Holding History

SOA Wealth Advisors’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
2025 Q4	–	Sell	-1,000	Closed	-$29.4K	–	877
2025 Q3	$29.4K	Hold	1,000	–	–	0.01%	453
2025 Q2	$23.1K	Hold	1,000	–	–	﹤0.01%	483
2025 Q1	$23.1K	Hold	1,000	–	–	﹤0.01%	452
2024 Q4	$23.9K	Hold	1,000	–	–	﹤0.01%	429
2024 Q3	$23.6K	Hold	1,000	–	–	﹤0.01%	428
2024 Q2	$17.2K	Hold	1,000	–	–	﹤0.01%	460
2024 Q1	$15.9K	Hold	1,000	–	–	﹤0.01%	470
2023 Q4	$26.2K	Hold	1,000	–	–	0.01%	385
2023 Q3	$25.2K	Hold	1,000	–	–	0.01%	379
2023 Q2	$31K	Hold	1,000	–	–	0.01%	351
2023 Q1	$34.1K	Hold	1,000	–	–	0.01%	334
2022 Q4	$53.8K	Hold	1,000	–	–	0.01%	275
2022 Q3	$47K	Hold	1,000	–	–	0.01%	271
2022 Q2	$43K	Buy	+1,000	New	+$49.7K	0.01%	282

Other funds holding CCSI

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

GCM

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

HBCM

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

ACH

ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return

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

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

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

SOA Wealth Advisors's CCSI Position: Q4 2025 in Review

SOA Wealth Advisors sold out of Consensus Cloud Solutions (CCSI) in Q4 2025, closing a stake of 1,000 shares — an estimated $29.4K sold.

SOA Wealth Advisors first reported a position in CCSI in Q2 2022 and held it in 14 quarters. The position peaked at $53.8K in Q4 2022. 166 funds tracked by Wall St. Rank hold CCSI as of Q4 2025.

SOA Wealth Advisors reported no remaining Consensus Cloud Solutions position as of Q4 2025 after selling out during the quarter.
SOA Wealth Advisors sold 1,000 Consensus Cloud Solutions shares in Q4 2025, an estimated $29.4K.
SOA Wealth Advisors first reported a position in Consensus Cloud Solutions in Q2 2022 and held it in 14 quarters.
SOA Wealth Advisors's Consensus Cloud Solutions position peaked at $53.8K in Q4 2022.
166 funds tracked by Wall St. Rank held Consensus Cloud Solutions as of Q4 2025.

Based on SOA Wealth Advisors's 13F filing for Q4 2025, filed 20 Jan 2026.