Position in CNS
as of Mar 31, 2026
· filed Apr 13, 2026
Position Value
$9,772,499
+$3,049,703 QoQ
Shares Held
156,235
+45.9% QoQ
Ownership
0.304%
of shares outstanding
% of Portfolio
1.82%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 99.57755944570678.ToString("F0")%
Shared 0.ToString("F0")%
None 0.42244055429321214.ToString("F0")%
Common Shares in CNS Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026BOURGEON CAPITAL MANAGEMENT LLC holds $14,179,054 across 2 Asset Management names. CNS ranks #1 (68.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CNS |
Cohen & Steers, Inc.
This page
|
156,235 | $9,772,499 | |
| 2 | BLK |
BlackRock, Inc.
|
4,582 | $4,406,555 |
All Filings in CNS
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $9,772,499 | 156,235 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $6,722,796 | 107,085 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $9,553,800 | 145,615 | Shares | Sole | 2025-10-21 | |
| No filing history on record for this holder in this stock. | ||||||