Whittier Trust’s Consensus Cloud Solutions CCSI Stock Holding History

Whittier Trust’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	-70	Closed	-$1.95K	–	1367
2025 Q3	$1.95K	Buy	+70	New	+$1.74K	﹤0.01%	1295
2025 Q1	–	Sell	-59	Closed	-$1.41K	–	1501
2024 Q4	$1.41K	Hold	59	–	–	﹤0.01%	1474
2024 Q3	$1.39K	Hold	59	–	–	﹤0.01%	1477
2024 Q2	$1.01K	Hold	59	–	–	﹤0.01%	1466
2024 Q1	$935	Hold	59	–	–	﹤0.01%	1458
2023 Q4	$1.54K	Hold	59	–	–	﹤0.01%	1420
2023 Q3	$1.49K	Hold	59	–	–	﹤0.01%	1495
2023 Q2	$1.83K	Sell	59 -13	-18%	-$458	﹤0.01%	1453
2023 Q1	$2.45K	Hold	72	–	–	﹤0.01%	1469
2022 Q4	$3.87K	Hold	72	–	–	﹤0.01%	1419
2022 Q3	$3K	Hold	72	–	–	﹤0.01%	1512
2022 Q2	$3K	Hold	72	–	–	﹤0.01%	1504
2022 Q1	$4K	Hold	72	–	–	﹤0.01%	1476
2021 Q4	$4K	Buy	+72	New	+$4.38K	﹤0.01%	1431

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 $3.37T AUM 44.26% 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

Whittier Trust's CCSI Position: Q4 2025 in Review

Whittier Trust sold out of Consensus Cloud Solutions (CCSI) in Q4 2025, closing a stake of 70 shares — an estimated $1.95K sold.

Whittier Trust first reported a position in CCSI in Q4 2021 and held it in 14 quarters. The position peaked at $4K in Q1 2022. 166 funds tracked by Wall St. Rank hold CCSI as of Q4 2025.

Whittier Trust reported no remaining Consensus Cloud Solutions position as of Q4 2025 after selling out during the quarter.
Whittier Trust sold 70 Consensus Cloud Solutions shares in Q4 2025, an estimated $1.95K.
Whittier Trust first reported a position in Consensus Cloud Solutions in Q4 2021 and held it in 14 quarters.
Whittier Trust's Consensus Cloud Solutions position peaked at $4K in Q1 2022.
166 funds tracked by Wall St. Rank held Consensus Cloud Solutions as of Q4 2025.

Based on Whittier Trust's 13F filing for Q4 2025, filed 26 Jan 2026.