Cornerstone Planning Group
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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
Q3 		– Sell
-299
Closed -$24.5K – 324
2026
Q2 		$24.5K Sell
299
-5
-2% -$401 ﹤0.01% 601
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 		$6.32K Buy
+73
New +$5.96K ﹤0.01% 809
2022
Q4 		$5.56K Buy
+73
New +$5.19K ﹤0.01% 850

Other funds holding BC

DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return
Copeland Capital Management
Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return
Mutual of America Capital Management
Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return
Tectonic Advisors
Tectonic Advisors Frisco, Texas $2.16B AUM 10.32% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Sendero Wealth Management
Sendero Wealth Management San Antonio, Texas $1B AUM 21.35% 1-Year Est. Return
Crossmark Global Holdings
Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return

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

Cornerstone Planning Group sold out of Brunswick (BC) in Q3 2026, closing a stake of 299 shares — an estimated $24.5K sold.

Cornerstone Planning Group first reported a position in BC in Q4 2022 and held it in 14 quarters. The position peaked at $28.8K in Q4 2025. 80 funds tracked by Wall St. Rank hold BC as of Q3 2026.

  • Cornerstone Planning Group reported no remaining Brunswick position as of Q3 2026 after selling out during the quarter.
  • Cornerstone Planning Group sold 299 Brunswick shares in Q3 2026, an estimated $24.5K.
  • Cornerstone Planning Group first reported a position in Brunswick in Q4 2022 and held it in 14 quarters.
  • Cornerstone Planning Group's Brunswick position peaked at $28.8K in Q4 2025.
  • 80 funds tracked by Wall St. Rank held Brunswick as of Q3 2026.

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