Cornerstone Planning Group
DRS icon

Cornerstone Planning Group’s Leonardo DRS DRS Stock Holding History

Cornerstone Planning Group’s Portfolio DRS Stock Details DRS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		– Sell
-29
Closed -$1.33K – 575
2026
Q2 		$1.33K Buy
29
+16
+123% +$711 ﹤0.01% 1422
2026
Q1 		$517 Buy
13
+11
+550% +$464 ﹤0.01% 1638
2025
Q4 		$85 Buy
+2
New +$74 ﹤0.01% 1665

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Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Illumine Investment Management
Illumine Investment Management Poulsbo, Washington $144M AUM 33.61% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
OTL
Oak Thistle LLC New York $1.09B AUM 11.78% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Fifth Third Wealth Advisors
Fifth Third Wealth Advisors Cincinnati, Ohio $3.78B AUM 26.11% 1-Year Est. Return
OpenArc Corporate Advisory
OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return
PCM
Park Capital Management Madison, Wisconsin $197M AUM 77.17% 1-Year Est. Return

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

Cornerstone Planning Group sold out of Leonardo DRS (DRS) in Q3 2026, closing a stake of 29 shares — an estimated $1.33K sold.

Cornerstone Planning Group first reported a position in DRS in Q4 2025 and held it in 3 quarters. The position peaked at $1.33K in Q2 2026. 63 funds tracked by Wall St. Rank hold DRS as of Q3 2026.

  • Cornerstone Planning Group reported no remaining Leonardo DRS position as of Q3 2026 after selling out during the quarter.
  • Cornerstone Planning Group sold 29 Leonardo DRS shares in Q3 2026, an estimated $1.33K.
  • Cornerstone Planning Group first reported a position in Leonardo DRS in Q4 2025 and held it in 3 quarters.
  • Cornerstone Planning Group's Leonardo DRS position peaked at $1.33K in Q2 2026.
  • 63 funds tracked by Wall St. Rank held Leonardo DRS as of Q3 2026.

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