Cornerstone Planning Group
BOX icon

Cornerstone Planning Group’s Box BOX Stock Holding History

Cornerstone Planning Group’s Portfolio BOX Stock Details BOX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		– Sell
-69
Closed -$1.96K – 365
2026
Q2 		$1.96K Sell
69
-60
-47% -$1.5K ﹤0.01% 1334
2026
Q1 		$3.25K Buy
129
+69
+115% +$1.74K ﹤0.01% 1198
2025
Q4 		$1.59K Sell
60
-32
-35% -$1K ﹤0.01% 1239
2025
Q3 		$2.93K Buy
92
+22
+31% +$712 ﹤0.01% 1082
2025
Q2 		$2.21K Buy
70
+60
+600% +$1.97K ﹤0.01% 920
2025
Q1 		$303 Hold
10
– – ﹤0.01% 1409
2024
Q4 		$323 Hold
10
– – ﹤0.01% 1272
2024
Q3 		$321 Buy
+10
New +$292 ﹤0.01% 1182

Other funds holding BOX

Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Counterpoint Mutual Funds
Counterpoint Mutual Funds San Diego, California $1.16B AUM 33.78% 1-Year Est. Return
Triasima Portfolio Management
Triasima Portfolio Management Montreal, Quebec, Canada $758M AUM 48.16% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return
Tealwood Asset Management
Tealwood Asset Management Minneapolis, Minnesota $251M AUM 42.58% 1-Year Est. Return
Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return
Linden Thomas Advisory Services
Linden Thomas Advisory Services Charlotte, North Carolina $1.26B AUM 37.95% 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

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

Cornerstone Planning Group sold out of Box (BOX) in Q3 2026, closing a stake of 69 shares — an estimated $1.96K sold.

Cornerstone Planning Group first reported a position in BOX in Q3 2024 and held it in 8 quarters. The position peaked at $3.25K in Q1 2026. 54 funds tracked by Wall St. Rank hold BOX as of Q3 2026.

  • Cornerstone Planning Group reported no remaining Box position as of Q3 2026 after selling out during the quarter.
  • Cornerstone Planning Group sold 69 Box shares in Q3 2026, an estimated $1.96K.
  • Cornerstone Planning Group first reported a position in Box in Q3 2024 and held it in 8 quarters.
  • Cornerstone Planning Group's Box position peaked at $3.25K in Q1 2026.
  • 54 funds tracked by Wall St. Rank held Box as of Q3 2026.

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