CPG
BP icon

Cornerstone Planning Group’s BP BP Stock Holding History

Cornerstone Planning Group’s Portfolio BP Stock Details BP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$58.7K Sell
1,354
-19
-1% -$834 0.01% 365
2026
Q1 		$63.8K Buy
1,373
+70
+5% +$2.74K 0.01% 342
2025
Q4 		$49.1K Buy
1,303
+74
+6% +$2.6K 0.01% 351
2025
Q3 		$42.7K Hold
1,229
– – 0.01% 384
2025
Q2 		$41.3K Buy
1,229
+1,042
+557% +$30.6K 0.01% 274
2025
Q1 		$5.35K Buy
187
+10
+6% +$326 ﹤0.01% 713
2024
Q4 		$5.57K Buy
177
+128
+261% +$3.85K ﹤0.01% 555
2024
Q3 		$1.44K Buy
49
+29
+145% +$981 ﹤0.01% 854
2024
Q2 		$660 Sell
20
-44
-69% -$1.65K ﹤0.01% 1035
2024
Q1 		$2.48K Buy
64
+53
+482% +$1.9K ﹤0.01% 624
2023
Q4 		$389 Hold
11
– – ﹤0.01% 804
2023
Q3 		$426 Sell
11
-3
-21% -$111 ﹤0.01% 916
2023
Q2 		$494 Buy
+14
New +$518 ﹤0.01% 1461
2022
Q4 		$498 Buy
+14
New +$466 ﹤0.01% 1457

Other funds holding BP

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
RL
Ruffer LLP London, United Kingdom $2.83B AUM 30.34% 1-Year Est. Return
MF
Milford Funds Auckland $6.14B AUM
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Cornerstone Planning Group reduced its BP (BP) stake by 1.4% in Q2 2026, selling an estimated $834 and leaving 1,354 shares worth $58.7K. The position accounts for 0.01% of the portfolio, ranked #365.

Cornerstone Planning Group first reported a position in BP in Q4 2022 and has held it in 14 quarters since. The position peaked at $63.8K in Q1 2026. 710 funds tracked by Wall St. Rank hold BP as of Q2 2026.

  • Cornerstone Planning Group held 1,354 shares of BP worth $58.7K as of Q2 2026.
  • Cornerstone Planning Group sold 19 BP shares in Q2 2026, an estimated $834.
  • BP made up 0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #365 holding.
  • Cornerstone Planning Group first reported a position in BP in Q4 2022 and has held it in 14 quarters since.
  • Cornerstone Planning Group's BP position peaked at $63.8K in Q1 2026.
  • 710 funds tracked by Wall St. Rank held BP as of Q2 2026.

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