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Twin Peaks Wealth Advisors’s Cohen & Steers CNS Stock Holding History

Twin Peaks Wealth Advisors’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
Q2 		– Sell
-12
Closed -$751 – 622
2026
Q1 		$751 Buy
+12
New +$783 ﹤0.01% 1963
2025
Q3 		– Sell
-66
Closed -$4.97K – 550
2025
Q2 		$4.97K Buy
+66
New +$5.07K ﹤0.01% 1313

Other funds holding CNS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Twin Peaks Wealth Advisors's CNS Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of Cohen & Steers (CNS) in Q2 2026, closing a stake of 12 shares — an estimated $751 sold.

Twin Peaks Wealth Advisors first reported a position in CNS in Q2 2025 and held it in 2 quarters. The position peaked at $4.97K in Q2 2025. 311 funds tracked by Wall St. Rank hold CNS as of Q2 2026.

  • Twin Peaks Wealth Advisors reported no remaining Cohen & Steers position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 12 Cohen & Steers shares in Q2 2026, an estimated $751.
  • Twin Peaks Wealth Advisors first reported a position in Cohen & Steers in Q2 2025 and held it in 2 quarters.
  • Twin Peaks Wealth Advisors's Cohen & Steers position peaked at $4.97K in Q2 2025.
  • 311 funds tracked by Wall St. Rank held Cohen & Steers as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.