Cornerstone Planning Group
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Cornerstone Planning Group’s BCB Bancorp BCBP Stock Holding History

Cornerstone Planning Group’s Portfolio BCBP Stock Details BCBP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		– Sell
-68
Closed -$700 – 325
2026
Q2 		$700 Hold
68
– – ﹤0.01% 1594
2026
Q1 		$690 Buy
+68
New +$556 ﹤0.01% 1559
2025
Q2 		– Sell
-26
Closed -$227 – 1544
2025
Q1 		$227 Buy
+26
New +$275 ﹤0.01% 1452

Other funds holding BCBP

JC
JCSD Capital Walnut Creek, California $63.9M AUM 0.62% 1-Year Est. Return
EM
ELCO Management New York $213M AUM 25.23% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
Beacon Investment Advisory Services
Beacon Investment Advisory Services Morristown, New Jersey $2.66B AUM 29.77% 1-Year Est. Return
Versant Capital Management
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
PWMA
Pension & Wealth Management Advisors Waltham, Massachusetts $441M AUM 9.69% 1-Year Est. Return
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

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

Cornerstone Planning Group sold out of BCB Bancorp (BCBP) in Q3 2026, closing a stake of 68 shares — an estimated $700 sold.

Cornerstone Planning Group first reported a position in BCBP in Q1 2025 and held it in 3 quarters. The position peaked at $700 in Q2 2026. 13 funds tracked by Wall St. Rank hold BCBP as of Q3 2026.

  • Cornerstone Planning Group reported no remaining BCB Bancorp position as of Q3 2026 after selling out during the quarter.
  • Cornerstone Planning Group sold 68 BCB Bancorp shares in Q3 2026, an estimated $700.
  • Cornerstone Planning Group first reported a position in BCB Bancorp in Q1 2025 and held it in 3 quarters.
  • Cornerstone Planning Group's BCB Bancorp position peaked at $700 in Q2 2026.
  • 13 funds tracked by Wall St. Rank held BCB Bancorp as of Q3 2026.

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