Cornerstone Planning Group
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Cornerstone Planning Group’s Alaska Air ALK Stock Holding History

Cornerstone Planning Group’s Portfolio ALK Stock Details ALK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		– Sell
-7
Closed -$311 – 234
2026
Q2 		$311 Hold
7
– – ﹤0.01% 1776
2026
Q1 		$270 Hold
7
– – ﹤0.01% 1751
2025
Q4 		$367 Sell
7
-55
-89% -$2.54K ﹤0.01% 1576
2025
Q3 		$6.07K Buy
62
+55
+786% +$3.06K ﹤0.01% 899
2025
Q2 		$372 Hold
7
– – ﹤0.01% 1381
2025
Q1 		$323 Hold
7
– – ﹤0.01% 1390
2024
Q4 		$493 Hold
7
– – ﹤0.01% 1141
2024
Q3 		$329 Hold
7
– – ﹤0.01% 1173
2024
Q2 		$231 Buy
+7
New +$297 ﹤0.01% 1170

Other funds holding ALK

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Valeo Financial Advisors
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
DSC
Daytona Street Capital Saint Louis, Missouri $141M AUM 14.38% 1-Year Est. Return
TRUE Private Wealth Advisors
TRUE Private Wealth Advisors Salem, Oregon $1.18B AUM 28.67% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
WCCM
Willow Creek Capital Management Missoula, Montana $103M AUM
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
WCM
Washington Capital Management Seattle, Washington $148M AUM 21.98% 1-Year Est. Return

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

Cornerstone Planning Group sold out of Alaska Air (ALK) in Q3 2026, closing a stake of 7 shares — an estimated $311 sold.

Cornerstone Planning Group first reported a position in ALK in Q2 2024 and held it in 9 quarters. The position peaked at $6.07K in Q3 2025. 48 funds tracked by Wall St. Rank hold ALK as of Q3 2026.

  • Cornerstone Planning Group reported no remaining Alaska Air position as of Q3 2026 after selling out during the quarter.
  • Cornerstone Planning Group sold 7 Alaska Air shares in Q3 2026, an estimated $311.
  • Cornerstone Planning Group first reported a position in Alaska Air in Q2 2024 and held it in 9 quarters.
  • Cornerstone Planning Group's Alaska Air position peaked at $6.07K in Q3 2025.
  • 48 funds tracked by Wall St. Rank held Alaska Air as of Q3 2026.

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