Cornerstone Planning Group
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Cornerstone Planning Group’s Cass Information Systems CASS Stock Holding History

Cornerstone Planning Group’s Portfolio CASS Stock Details CASS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		– Sell
-70
Closed -$3.68K – 400
2026
Q2 		$3.68K Buy
70
+53
+312% +$2.51K ﹤0.01% 1174
2026
Q1 		$802 Hold
17
– – ﹤0.01% 1522
2025
Q4 		$732 Buy
+17
New +$692 ﹤0.01% 1423
2024
Q2 		– Sell
-17
Closed -$753 – 1273
2024
Q1 		$753 Buy
+17
New +$770 ﹤0.01% 843

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LVZ Inc
LVZ Inc Holland, Michigan $975M AUM 10.91% 1-Year Est. Return
CWA Asset Management Group
CWA Asset Management Group Naples, Florida $3.39B AUM 25.16% 1-Year Est. Return
Clark Financial Services Group
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GHP Investment Advisors
GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
PWMAG
Pinnacle Wealth Management Advisory Group Red Bank, New Jersey $1.71B AUM 23.29% 1-Year Est. Return

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

Cornerstone Planning Group sold out of Cass Information Systems (CASS) in Q3 2026, closing a stake of 70 shares — an estimated $3.68K sold.

Cornerstone Planning Group first reported a position in CASS in Q1 2024 and held it in 4 quarters. The position peaked at $3.68K in Q2 2026. 35 funds tracked by Wall St. Rank hold CASS as of Q3 2026.

  • Cornerstone Planning Group reported no remaining Cass Information Systems position as of Q3 2026 after selling out during the quarter.
  • Cornerstone Planning Group sold 70 Cass Information Systems shares in Q3 2026, an estimated $3.68K.
  • Cornerstone Planning Group first reported a position in Cass Information Systems in Q1 2024 and held it in 4 quarters.
  • Cornerstone Planning Group's Cass Information Systems position peaked at $3.68K in Q2 2026.
  • 35 funds tracked by Wall St. Rank held Cass Information Systems as of Q3 2026.

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