Stephens Consulting’s Cohen & Steers CNS Stock Holding History

Stephens Consulting’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
2025 Q2	–	Sell	-5	Closed	-$402	–	1360
2025 Q1	$402	Buy	+5	New	+$427	﹤0.01%	1034

Other funds holding CNS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Stephens Consulting's CNS Position: Q2 2025 in Review

Stephens Consulting sold out of Cohen & Steers (CNS) in Q2 2025, closing a stake of 5 shares — an estimated $402 sold.

Stephens Consulting first reported a position in CNS in Q1 2025 and held it in 1 quarter. The position peaked at $402 in Q1 2025. 287 funds tracked by Wall St. Rank hold CNS as of Q2 2025.

Stephens Consulting reported no remaining Cohen & Steers position as of Q2 2025 after selling out during the quarter.
Stephens Consulting sold 5 Cohen & Steers shares in Q2 2025, an estimated $402.
Stephens Consulting first reported a position in Cohen & Steers in Q1 2025 and held it in 1 quarter.
Stephens Consulting's Cohen & Steers position peaked at $402 in Q1 2025.
287 funds tracked by Wall St. Rank held Cohen & Steers as of Q2 2025.

Based on Stephens Consulting's 13F filing for Q2 2025, filed 25 Jul 2025.