Cornerstone Planning Group
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Cornerstone Planning Group’s Blackbaud BLKB Stock Holding History

Cornerstone Planning Group’s Portfolio BLKB Stock Details BLKB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		– Sell
-34
Closed -$1.05K – 356
2026
Q2 		$1.05K Buy
+34
New +$1.12K ﹤0.01% 1482

Other funds holding BLKB

Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 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
RF
RHS Financial San Francisco, California $296M AUM 17.24% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
Versant Capital Management
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return

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

Cornerstone Planning Group sold out of Blackbaud (BLKB) in Q3 2026, closing a stake of 34 shares — an estimated $1.05K sold.

Cornerstone Planning Group first reported a position in BLKB in Q2 2026 and held it in 1 quarter. The position peaked at $1.05K in Q2 2026. 18 funds tracked by Wall St. Rank hold BLKB as of Q3 2026.

  • Cornerstone Planning Group reported no remaining Blackbaud position as of Q3 2026 after selling out during the quarter.
  • Cornerstone Planning Group sold 34 Blackbaud shares in Q3 2026, an estimated $1.05K.
  • Cornerstone Planning Group first reported a position in Blackbaud in Q2 2026 and held it in 1 quarter.
  • Cornerstone Planning Group's Blackbaud position peaked at $1.05K in Q2 2026.
  • 18 funds tracked by Wall St. Rank held Blackbaud as of Q3 2026.

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