CPG
BGFV

Cornerstone Planning Group’s Big 5 Sporting Goods BGFV Stock Holding History

Cornerstone Planning Group’s Portfolio BGFV Stock Details BGFV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-11
Closed -$15 – 1704
2025
Q2 		$15 Hold
11
– – ﹤0.01% 1511
2025
Q1 		$9 Hold
11
– – ﹤0.01% 1535
2024
Q4 		$18 Hold
11
– – ﹤0.01% 1381
2024
Q3 		$21 Hold
11
– – ﹤0.01% 1279
2024
Q2 		$19 Hold
11
– – ﹤0.01% 1233
2024
Q1 		$37 Hold
11
– – ﹤0.01% 1065
2023
Q4 		$67 Buy
11
+1
+10% +$6 ﹤0.01% 915
2023
Q3 		$73 Hold
10
– – ﹤0.01% 1121
2023
Q2 		$95 Buy
+10
New +$80 ﹤0.01% 1542
2022
Q4 		$91 Buy
+9
New +$103 ﹤0.01% 1536

Other funds holding BGFV

BCM
Beryl Capital Management Redondo Beach, California $109M AUM 317.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden $4.34B AUM 19.31% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
PCM
PenderFund Capital Management Vancouver, British Columbia, Canada $639M AUM 31.05% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return