CFM
CCC

Cornerstone Financial Management’s CCC Intelligent Solutions CCC Stock Holding History

Cornerstone Financial Management’s Portfolio CCC Stock Details CCC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$191 Hold
37
– – ﹤0.01% 1467
2026
Q1 		$222 Hold
37
– – ﹤0.01% 1298
2025
Q4 		$294 Buy
+37
New +$301 ﹤0.01% 1230

Other funds holding CCC

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
ACM
AKRE Capital Management Middleburg, Virginia $5.12B AUM 19.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
EDRH
Edmond de Rothschild Holding Chambesy, Switzerland $7.59B AUM 23.44% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

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

Cornerstone Financial Management held its CCC Intelligent Solutions (CCC) position steady in Q2 2026 at 37 shares worth $191. The position accounts for ﹤0.01% of the portfolio, ranked #1467.

Cornerstone Financial Management first reported a position in CCC in Q4 2025 and has held it in 3 quarters since. The position peaked at $294 in Q4 2025. 354 funds tracked by Wall St. Rank hold CCC as of Q2 2026.

  • Cornerstone Financial Management held 37 shares of CCC Intelligent Solutions worth $191 as of Q2 2026.
  • Cornerstone Financial Management left its CCC Intelligent Solutions share count unchanged in Q2 2026.
  • CCC Intelligent Solutions made up ﹤0.01% of Cornerstone Financial Management's portfolio in Q2 2026, its #1467 holding.
  • Cornerstone Financial Management first reported a position in CCC Intelligent Solutions in Q4 2025 and has held it in 3 quarters since.
  • Cornerstone Financial Management's CCC Intelligent Solutions position peaked at $294 in Q4 2025.
  • 354 funds tracked by Wall St. Rank held CCC Intelligent Solutions as of Q2 2026.

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