CPG
BC icon

Cornerstone Planning Group’s Brunswick BC Stock Holding History

Cornerstone Planning Group’s Portfolio BC Stock Details BC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$23.8K Sell
304
-38
-11% -$3.07K ﹤0.01% 621
2025
Q4 		$28.8K Buy
342
+48
+16% +$3.25K ﹤0.01% 490
2025
Q3 		$19.8K Buy
294
+273
+1,300% +$16.9K ﹤0.01% 587
2025
Q2 		$1.26K Sell
21
-118
-85% -$5.96K ﹤0.01% 1059
2025
Q1 		$6.29K Buy
139
+118
+562% +$7.39K ﹤0.01% 670
2024
Q4 		$1.48K Hold
21
– – ﹤0.01% 874
2024
Q3 		$1.74K Hold
21
– – ﹤0.01% 805
2024
Q2 		$1.59K Hold
21
– – ﹤0.01% 834
2024
Q1 		$1.71K Hold
21
– – ﹤0.01% 688
2023
Q4 		$2.03K Hold
21
– – ﹤0.01% 633
2023
Q3 		$1.66K Sell
21
-52
-71% -$4.28K ﹤0.01% 694
2023
Q2 		$6.33K Buy
+73
New +$5.96K ﹤0.01% 809
2022
Q4 		$5.56K Buy
+73
New +$5.19K ﹤0.01% 850

Other funds holding BC

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $74.9B AUM 11.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return