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Equibles

PERSONAL CFO SOLUTIONS, LLC

Position in CNS — Cohen & Steers, Inc.

CIK 1677501 CHESTER, NJ
Back to CNS Full portfolio

Position in CNS

as of Jun 30, 2026 · filed Aug 7, 2026
Position Value
$273,571
+$48,579 QoQ
Shares Held
3,593
-0.1% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#188
of 310 holders
Holding Since
Jun 2020
25 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 Jun 30, 2026

PERSONAL CFO SOLUTIONS, LLC holds $4,288,831 across 11 Asset Management names. CNS ranks #7 (6.4% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 AMP
Ameriprise Financial Inc
 1,960 $899,169
2 BLK
BlackRock, Inc.
 559 $537,512
3 WT
WisdomTree, Inc.
 28,664 $485,568
4 BX
Blackstone Inc.
 3,960 $465,973
5 ARES
Ares Management Corp
 3,269 $363,872
6 TROW
Price T Rowe Group Inc
 2,925 $332,543
7 CNS
Cohen & Steers, Inc.
This page 		3,593 $273,571
8 APO
Apollo Global Management, Inc.
 2,189 $258,980

All Filings in CNS

Export CSV
25 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $273,571 3,593
2026-03-31 $224,992 3,597
2025-12-31 $230,716 3,675
2025-09-30 $256,075 3,903
2025-06-30 $294,015 3,902
2025-03-31 $312,493 3,894
2024-12-31 $392,352 4,249
2024-09-30 $435,325 4,537
2024-06-30 $336,533 4,638
2024-03-31 $369,148 4,801
2023-12-31 $388,419 5,129
2023-09-30 $324,546 5,177
2023-06-30 $298,126 5,141
2023-03-31 $319,672 4,998
2022-12-31 $244,295 3,784
2022-09-30 $220,770 3,525
2022-06-30 $222,946 3,506
2022-03-31 $311,007 3,621
2021-12-31 $320,917 3,469
2021-09-30 $290,681 3,470
2021-06-30 $280,501 3,417
2021-03-31 $222,644 3,408
2020-12-31 $246,081 3,312
2020-09-30 $204,231 3,664
2020-06-30 $248,246 3,648