Cornerstone Planning Group
BHR icon

Cornerstone Planning Group’s Braemar Hotels & Resorts BHR Stock Holding History

Cornerstone Planning Group’s Portfolio BHR Stock Details BHR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		– Sell
-279
Closed -$603 – 339
2026
Q2 		$603 Hold
279
– – ﹤0.01% 1641
2026
Q1 		$690 Hold
279
– – ﹤0.01% 1560
2025
Q4 		$762 Hold
279
– – ﹤0.01% 1406
2025
Q3 		$703 Hold
279
– – ﹤0.01% 1403
2025
Q2 		$597 Hold
279
– – ﹤0.01% 1246
2025
Q1 		$527 Hold
279
– – ﹤0.01% 1285
2024
Q4 		$711 Hold
279
– – ﹤0.01% 1042
2024
Q3 		$812 Hold
279
– – ﹤0.01% 986
2024
Q2 		$818 Hold
279
– – ﹤0.01% 987
2024
Q1 		$731 Buy
+279
New +$616 ﹤0.01% 846

Other funds holding BHR

Sowell Financial Services
Sowell Financial Services North Little Rock, Arkansas $3.61B AUM 22.22% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
AHL
Abel Hall LLC Baton Rouge, Louisiana $556M AUM 43.18% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
PWMG
Private Wealth Management Group Princeton, New Jersey $445M AUM 13.54% 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
FFO
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

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

Cornerstone Planning Group sold out of Braemar Hotels & Resorts (BHR) in Q3 2026, closing a stake of 279 shares — an estimated $603 sold.

Cornerstone Planning Group first reported a position in BHR in Q1 2024 and held it in 10 quarters. The position peaked at $818 in Q2 2024. 9 funds tracked by Wall St. Rank hold BHR as of Q3 2026.

  • Cornerstone Planning Group reported no remaining Braemar Hotels & Resorts position as of Q3 2026 after selling out during the quarter.
  • Cornerstone Planning Group sold 279 Braemar Hotels & Resorts shares in Q3 2026, an estimated $603.
  • Cornerstone Planning Group first reported a position in Braemar Hotels & Resorts in Q1 2024 and held it in 10 quarters.
  • Cornerstone Planning Group's Braemar Hotels & Resorts position peaked at $818 in Q2 2024.
  • 9 funds tracked by Wall St. Rank held Braemar Hotels & Resorts as of Q3 2026.

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