Cornerstone Planning Group
BLCR icon

Cornerstone Planning Group’s BlackRock Large Cap Core ETF BLCR Stock Holding History

Cornerstone Planning Group’s Portfolio BLCR Stock Details BLCR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$3.95M Buy
78,446
+16,310
+26% +$804K 0.49% 33
2026
Q2 		$3.06M Buy
62,136
+8,846
+17% +$425K 0.39% 35
2026
Q1 		$2.58M Buy
+53,290
New +$2.28M 0.34% 42

Other funds holding BLCR

JB Capital
JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Market Street Wealth Management Advisors
Market Street Wealth Management Advisors Indianapolis, Indiana $703M AUM 10.22% 1-Year Est. Return
Goldstein Advisors
Goldstein Advisors Madison, Wisconsin $1.13B AUM 16.75% 1-Year Est. Return
KWB Wealth
KWB Wealth Redlands, California $1.17B AUM 11.71% 1-Year Est. Return
Beacon Financial Group
Beacon Financial Group Dallas, Texas $1.11B AUM 15.9% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Diversify Advisory Services
Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return
Diversify Wealth Management
Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return
Pine Grove Financial Group
Pine Grove Financial Group Woodbury, Minnesota $1.03B AUM 11.27% 1-Year Est. Return

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

Cornerstone Planning Group increased its BlackRock Large Cap Core ETF (BLCR) stake by 26% in Q3 2026, buying an estimated $804K and bringing the position to 78,446 shares worth $3.95M. The position accounts for 0.49% of the portfolio, ranked #33.

Cornerstone Planning Group first reported a position in BLCR in Q1 2026 and has held it in 3 quarters since. 123 funds tracked by Wall St. Rank hold BLCR as of Q3 2026.

  • Cornerstone Planning Group held 78,446 shares of BlackRock Large Cap Core ETF worth $3.95M as of Q3 2026.
  • Cornerstone Planning Group bought 16,310 BlackRock Large Cap Core ETF shares in Q3 2026, an estimated $804K.
  • BlackRock Large Cap Core ETF made up 0.49% of Cornerstone Planning Group's portfolio in Q3 2026, its #33 holding.
  • Cornerstone Planning Group first reported a position in BlackRock Large Cap Core ETF in Q1 2026 and has held it in 3 quarters since.
  • 123 funds tracked by Wall St. Rank held BlackRock Large Cap Core ETF as of Q3 2026.

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