Cornerstone Planning Group
ALG icon

Cornerstone Planning Group’s Alamo Group ALG Stock Holding History

Cornerstone Planning Group’s Portfolio ALG Stock Details ALG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		– Sell
-89
Closed -$14.6K – 231
2026
Q2 		$14.6K Buy
89
+21
+31% +$3.4K ﹤0.01% 777
2026
Q1 		$11.2K Buy
68
+21
+45% +$3.96K ﹤0.01% 858
2025
Q4 		$8.97K Buy
+47
New +$8.18K ﹤0.01% 830

Other funds holding ALG

Copeland Capital Management
Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
GHP Investment Advisors
GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return
Uncommon Cents Investing
Uncommon Cents Investing Janesville, Wisconsin $457M AUM 20.18% 1-Year Est. Return
Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
Kercheville Advisors
Kercheville Advisors San Antonio, Texas $361M AUM 57.53% 1-Year Est. Return
Cannon Advisors
Cannon Advisors Charlotte, North Carolina $172M AUM 16.61% 1-Year Est. Return
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Quadrant Capital Group
Quadrant Capital Group Cincinnati, Ohio $3.7B AUM 33.76% 1-Year Est. Return

Cornerstone Planning Group's ALG Position: Q3 2026 in Review

Cornerstone Planning Group sold out of Alamo Group (ALG) in Q3 2026, closing a stake of 89 shares — an estimated $14.6K sold.

Cornerstone Planning Group first reported a position in ALG in Q4 2025 and held it in 3 quarters. The position peaked at $14.6K in Q2 2026. 32 funds tracked by Wall St. Rank hold ALG as of Q3 2026.

  • Cornerstone Planning Group reported no remaining Alamo Group position as of Q3 2026 after selling out during the quarter.
  • Cornerstone Planning Group sold 89 Alamo Group shares in Q3 2026, an estimated $14.6K.
  • Cornerstone Planning Group first reported a position in Alamo Group in Q4 2025 and held it in 3 quarters.
  • Cornerstone Planning Group's Alamo Group position peaked at $14.6K in Q2 2026.
  • 32 funds tracked by Wall St. Rank held Alamo Group as of Q3 2026.

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