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Cornerstone Financial Management’s ASE Group ASX Stock Holding History

Cornerstone Financial Management’s Portfolio ASX Stock Details ASX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$29.8K Buy
660
+198
+43% +$6.65K 0.02% 198
2026
Q1 		$10K Buy
462
+42
+10% +$883 0.01% 312
2025
Q4 		$6.76K Buy
+420
New +$5.97K 0.01% 363

Other funds holding ASX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Cornerstone Financial Management's ASX Position: Q2 2026 in Review

Cornerstone Financial Management increased its ASE Group (ASX) stake by 43% in Q2 2026, buying an estimated $6.65K and bringing the position to 660 shares worth $29.8K. The position accounts for 0.02% of the portfolio, ranked #198.

Cornerstone Financial Management first reported a position in ASX in Q4 2025 and has held it in 3 quarters since. 487 funds tracked by Wall St. Rank hold ASX as of Q2 2026.

  • Cornerstone Financial Management held 660 shares of ASE Group worth $29.8K as of Q2 2026.
  • Cornerstone Financial Management bought 198 ASE Group shares in Q2 2026, an estimated $6.65K.
  • ASE Group made up 0.02% of Cornerstone Financial Management's portfolio in Q2 2026, its #198 holding.
  • Cornerstone Financial Management first reported a position in ASE Group in Q4 2025 and has held it in 3 quarters since.
  • 487 funds tracked by Wall St. Rank held ASE Group as of Q2 2026.

Based on Cornerstone Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.