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Cornerstone Planning Group’s Blackrock BLK Stock Holding History

Cornerstone Planning Group’s Portfolio BLK Stock Details BLK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$139K Sell
132
-6
-4% -$6.21K 0.02% 201
2026
Q1 		$144K Buy
138
+9
+7% +$9.47K 0.02% 199
2025
Q4 		$145K Sell
129
-25
-16% -$27.3K 0.02% 175
2025
Q3 		$169K Buy
154
+86
+126% +$96.1K 0.03% 148
2025
Q2 		$75.6K Sell
68
-23
-25% -$21.7K 0.02% 182
2025
Q1 		$81K Buy
91
+36
+65% +$35.3K 0.02% 167
2024
Q4 		$56.4K Hold
55
– – 0.01% 170
2024
Q3 		$53.8K Sell
55
-7
-11% -$6.06K 0.01% 179
2024
Q2 		$51.2K Sell
62
-2
-3% -$1.56K 0.01% 194
2024
Q1 		$48.6K Sell
64
-13
-17% -$10.4K 0.02% 177
2023
Q4 		$62.1K Sell
77
-1
-1% -$698 0.02% 156
2023
Q3 		$50.7K Sell
78
-16
-17% -$11.2K 0.02% 182
2023
Q2 		$65.3K Buy
+94
New +$63K 0.03% 200
2022
Q4 		$92.9K Buy
+127
New +$84.8K 0.04% 168

Other funds holding BLK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Cornerstone Planning Group's BLK Position: Q2 2026 in Review

Cornerstone Planning Group reduced its Blackrock (BLK) stake by 4.3% in Q2 2026, selling an estimated $6.21K and leaving 132 shares worth $139K. The position accounts for 0.02% of the portfolio, ranked #201.

Cornerstone Planning Group first reported a position in BLK in Q4 2022 and has held it in 14 quarters since. The position peaked at $169K in Q3 2025. 1,479 funds tracked by Wall St. Rank hold BLK as of Q2 2026.

  • Cornerstone Planning Group held 132 shares of Blackrock worth $139K as of Q2 2026.
  • Cornerstone Planning Group sold 6 Blackrock shares in Q2 2026, an estimated $6.21K.
  • Blackrock made up 0.02% of Cornerstone Planning Group's portfolio in Q2 2026, its #201 holding.
  • Cornerstone Planning Group first reported a position in Blackrock in Q4 2022 and has held it in 14 quarters since.
  • Cornerstone Planning Group's Blackrock position peaked at $169K in Q3 2025.
  • 1,479 funds tracked by Wall St. Rank held Blackrock as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.