Cornerstone Planning Group
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Cornerstone Planning Group’s Acadian Asset Management AAMI Stock Holding History

Cornerstone Planning Group’s Portfolio AAMI Stock Details AAMI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		– Sell
-22
Closed -$1.81K – 1823
2026
Q2 		$1.81K Hold
22
– – ﹤0.01% 1352
2026
Q1 		$1.5K Hold
22
– – ﹤0.01% 1357
2025
Q4 		$1.22K Sell
22
-188
-90% -$8.66K ﹤0.01% 1302
2025
Q3 		$52.3K Buy
210
+188
+855% +$8.38K 0.01% 332
2025
Q2 		$980 Buy
+22
New +$640 ﹤0.01% 1118

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Concurrent Investment Advisors
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Unique Wealth Strategies
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Cornerstone Planning Group's AAMI Position: Q3 2026 in Review

Cornerstone Planning Group sold out of Acadian Asset Management (AAMI) in Q3 2026, closing a stake of 22 shares — an estimated $1.81K sold.

Cornerstone Planning Group first reported a position in AAMI in Q2 2025 and held it in 5 quarters. The position peaked at $52.3K in Q3 2025. 40 funds tracked by Wall St. Rank hold AAMI as of Q3 2026.

  • Cornerstone Planning Group reported no remaining Acadian Asset Management position as of Q3 2026 after selling out during the quarter.
  • Cornerstone Planning Group sold 22 Acadian Asset Management shares in Q3 2026, an estimated $1.81K.
  • Cornerstone Planning Group first reported a position in Acadian Asset Management in Q2 2025 and held it in 5 quarters.
  • Cornerstone Planning Group's Acadian Asset Management position peaked at $52.3K in Q3 2025.
  • 40 funds tracked by Wall St. Rank held Acadian Asset Management as of Q3 2026.

Based on Cornerstone Planning Group's 13F filing for Q3 2026, filed 16 Oct 2026.