Position in CNS
as of Mar 31, 2026
· filed Apr 30, 2026
Position Value
$224,992
-$5,724 QoQ
Shares Held
3,597
-2.1% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2020
24 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in CNS Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026PERSONAL CFO SOLUTIONS, LLC holds $3,931,362 across 10 Asset Management names. CNS ranks #7 (5.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMP |
Ameriprise Financial Inc
|
2,023 | $899,021 | |
| 2 | BLK |
BlackRock, Inc.
|
825 | $793,410 | |
| 3 | WT |
WisdomTree, Inc.
|
28,413 | $413,693 | |
| 4 | ARES |
Ares Management Corp
|
3,615 | $394,396 | |
| 5 | BX |
Blackstone Inc.
|
3,363 | $386,711 | |
| 6 | TROW |
Price T Rowe Group Inc
|
2,939 | $264,921 | |
| 7 | CNS |
Cohen & Steers, Inc.
This page
|
3,597 | $224,992 | |
| 8 | HLNE |
Hamilton Lane INC
|
2,186 | $217,288 |
All Filings in CNS
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $224,992 | 3,597 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $230,716 | 3,675 | Shares | Defined | 2026-01-22 | |
| 2025-09-30 | $256,075 | 3,903 | Shares | Defined | 2025-11-10 | |
| 2025-06-30 | $294,015 | 3,902 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $312,493 | 3,894 | Shares | Defined | 2025-04-30 | |
| 2024-12-31 | $392,352 | 4,249 | Shares | Defined | 2025-02-07 | |
| 2024-09-30 | $435,325 | 4,537 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $336,533 | 4,638 | Shares | Defined | 2024-08-09 | |
| 2024-03-31 | $369,148 | 4,801 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $388,419 | 5,129 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $324,546 | 5,177 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $298,126 | 5,141 | Shares | Defined | 2023-08-10 | |
| 2023-03-31 | $319,672 | 4,998 | Shares | Defined | 2023-05-09 | |
| 2022-12-31 | $244,295 | 3,784 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $220,770 | 3,525 | Shares | Defined | 2022-11-01 | |
| 2022-06-30 | $222,946 | 3,506 | Shares | Defined | 2022-08-05 | |
| 2022-03-31 | $311,007 | 3,621 | Shares | Defined | 2022-05-02 | |
| 2021-12-31 | $320,917 | 3,469 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $290,681 | 3,470 | Shares | Defined | 2021-11-18 | |
| 2021-06-30 | $280,501 | 3,417 | Shares | Defined | 2021-07-22 | |
| 2021-03-31 | $222,644 | 3,408 | Shares | Defined | 2021-04-21 | |
| 2020-12-31 | $246,081 | 3,312 | Shares | Defined | 2021-02-09 | |
| 2020-09-30 | $204,231 | 3,664 | Shares | Defined | 2020-11-02 | |
| 2020-06-30 | $248,246 | 3,648 | Shares | Defined | 2020-08-03 | |
| No filing history on record for this holder in this stock. | ||||||