Cornerstone Planning Group
BHP icon

Cornerstone Planning Group’s BHP BHP Stock Holding History

Cornerstone Planning Group’s Portfolio BHP Stock Details BHP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		– Sell
-365
Closed -$30.9K – 338
2026
Q2 		$30.9K Buy
365
+55
+18% +$4.56K ﹤0.01% 535
2026
Q1 		$24.6K Buy
310
+78
+34% +$5.51K ﹤0.01% 610
2025
Q4 		$16.5K Buy
232
+47
+25% +$2.67K ﹤0.01% 635
2025
Q3 		$10.6K Buy
185
+50
+37% +$2.66K ﹤0.01% 765
2025
Q2 		$6.9K Sell
135
-36
-21% -$1.73K ﹤0.01% 648
2025
Q1 		$8.27K Buy
171
+25
+17% +$1.24K ﹤0.01% 617
2024
Q4 		$7.28K Buy
146
+64
+78% +$3.48K ﹤0.01% 497
2024
Q3 		$4.68K Buy
82
+26
+46% +$1.44K ﹤0.01% 579
2024
Q2 		$2.97K Buy
56
+12
+27% +$697 ﹤0.01% 685
2024
Q1 		$2.48K Buy
44
+38
+633% +$2.27K ﹤0.01% 625
2023
Q4 		$410 Hold
6
– – ﹤0.01% 797
2023
Q3 		$341 Buy
+6
New +$351 ﹤0.01% 957

Other funds holding BHP

Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
VCM
Violich Capital Management San Francisco, California $927M AUM 28.93% 1-Year Est. Return
Crossmark Global Holdings
Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return
Moran Wealth Management
Moran Wealth Management Naples, Florida $3.64B AUM 28.63% 1-Year Est. Return
Addenda Capital
Addenda Capital Montreal, Quebec, Canada $3.78B AUM 23.53% 1-Year Est. Return
NLB Skladi upravljanje premozenja
NLB Skladi upravljanje premozenja Ljubljana $2.71B AUM 53.8% 1-Year Est. Return
Strategy Asset Managers
Strategy Asset Managers Pasadena, California $650M AUM 25.51% 1-Year Est. Return
Kessler Investment Group
Kessler Investment Group Columbus, Indiana $207M AUM 43.85% 1-Year Est. Return
Willis Investment Counsel
Willis Investment Counsel Gainesville, Georgia $1.97B AUM 25.29% 1-Year Est. Return
Jamison Private Wealth Management
Jamison Private Wealth Management Milton, Georgia $988M AUM 36.57% 1-Year Est. Return

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

Cornerstone Planning Group sold out of BHP (BHP) in Q3 2026, closing a stake of 365 shares — an estimated $30.9K sold.

Cornerstone Planning Group first reported a position in BHP in Q3 2023 and held it in 12 quarters. The position peaked at $30.9K in Q2 2026. 201 funds tracked by Wall St. Rank hold BHP as of Q3 2026.

  • Cornerstone Planning Group reported no remaining BHP position as of Q3 2026 after selling out during the quarter.
  • Cornerstone Planning Group sold 365 BHP shares in Q3 2026, an estimated $30.9K.
  • Cornerstone Planning Group first reported a position in BHP in Q3 2023 and held it in 12 quarters.
  • Cornerstone Planning Group's BHP position peaked at $30.9K in Q2 2026.
  • 201 funds tracked by Wall St. Rank held BHP as of Q3 2026.

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