Cornerstone Planning Group’s CSG Systems International CSGS Stock Holding History

Cornerstone Planning Group’s Portfolio CSGS Stock Details CSGS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-46	Closed	-$3.7K	–	1885
2026 Q1	$3.7K	Buy	+46	New	+$3.66K	﹤0.01%	1167
2025 Q3	–	Sell	-5	Closed	-$309	–	1716
2025 Q2	$309	Buy	+5	New	+$312	﹤0.01%	1412

Other funds holding CSGS

MIM

Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 1-Year Est. Return

Curat Global Springfield, New Hampshire $122M AUM 46.06% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

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

Cornerstone Planning Group sold out of CSG Systems International (CSGS) in Q2 2026, closing a stake of 46 shares — an estimated $3.7K sold.

Cornerstone Planning Group first reported a position in CSGS in Q2 2025 and held it in 2 quarters. The position peaked at $3.7K in Q1 2026. 3 funds tracked by Wall St. Rank hold CSGS as of Q2 2026.

Cornerstone Planning Group reported no remaining CSG Systems International position as of Q2 2026 after selling out during the quarter.
Cornerstone Planning Group sold 46 CSG Systems International shares in Q2 2026, an estimated $3.7K.
Cornerstone Planning Group first reported a position in CSG Systems International in Q2 2025 and held it in 2 quarters.
Cornerstone Planning Group's CSG Systems International position peaked at $3.7K in Q1 2026.
3 funds tracked by Wall St. Rank held CSG Systems International as of Q2 2026.

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