Cornerstone Planning Group
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Cornerstone Planning Group’s Bowhead Specialty Holdings BOW Stock Holding History

Cornerstone Planning Group’s Portfolio BOW Stock Details BOW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		– Sell
-43
Closed -$1.26K – 1796
2026
Q2 		$1.26K Buy
43
+16
+59% +$416 ﹤0.01% 1439
2026
Q1 		$677 Hold
27
– – ﹤0.01% 1567
2025
Q4 		$657 Buy
+27
New +$716 ﹤0.01% 1456

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Linden Thomas Advisory Services
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PCM
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State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Able Wealth Management
Able Wealth Management Toms River, New Jersey $455M AUM 13.63% 1-Year Est. Return
McAdam LLC
McAdam LLC Philadelphia, Pennsylvania $2.66B AUM 14.82% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

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

Cornerstone Planning Group sold out of Bowhead Specialty Holdings (BOW) in Q3 2026, closing a stake of 43 shares — an estimated $1.26K sold.

Cornerstone Planning Group first reported a position in BOW in Q4 2025 and held it in 3 quarters. The position peaked at $1.26K in Q2 2026. 20 funds tracked by Wall St. Rank hold BOW as of Q3 2026.

  • Cornerstone Planning Group reported no remaining Bowhead Specialty Holdings position as of Q3 2026 after selling out during the quarter.
  • Cornerstone Planning Group sold 43 Bowhead Specialty Holdings shares in Q3 2026, an estimated $1.26K.
  • Cornerstone Planning Group first reported a position in Bowhead Specialty Holdings in Q4 2025 and held it in 3 quarters.
  • Cornerstone Planning Group's Bowhead Specialty Holdings position peaked at $1.26K in Q2 2026.
  • 20 funds tracked by Wall St. Rank held Bowhead Specialty Holdings as of Q3 2026.

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