CPG
DXYZ

Cornerstone Planning Group’s Destiny Tech100 DXYZ Stock Holding History

Cornerstone Planning Group’s Portfolio DXYZ Stock Details DXYZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$202 Sell
8
-278
-97% -$10.5K ﹤0.01% 1804
2026
Q1 		$11K Buy
286
+8
+3% +$231 ﹤0.01% 863
2025
Q4 		$9.85K Buy
+278
New +$7.44K ﹤0.01% 806

Other funds holding DXYZ

JGC
J. Goldman & Co New York $3.87B AUM 46.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SCM
Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
AFM
Anson Funds Management Dallas, Texas $1.68B AUM 373.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JF
Jump Financial Chicago, Illinois $12.4B AUM 62.79% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

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

Cornerstone Planning Group reduced its Destiny Tech100 (DXYZ) stake by 97% in Q2 2026, selling an estimated $10.5K and leaving 8 shares worth $202. The position accounts for ﹤0.01% of the portfolio, ranked #1804.

Cornerstone Planning Group first reported a position in DXYZ in Q4 2025 and has held it in 3 quarters since. The position peaked at $11K in Q1 2026. 153 funds tracked by Wall St. Rank hold DXYZ as of Q2 2026.

  • Cornerstone Planning Group held 8 shares of Destiny Tech100 worth $202 as of Q2 2026.
  • Cornerstone Planning Group sold 278 Destiny Tech100 shares in Q2 2026, an estimated $10.5K.
  • Destiny Tech100 made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #1804 holding.
  • Cornerstone Planning Group first reported a position in Destiny Tech100 in Q4 2025 and has held it in 3 quarters since.
  • Cornerstone Planning Group's Destiny Tech100 position peaked at $11K in Q1 2026.
  • 153 funds tracked by Wall St. Rank held Destiny Tech100 as of Q2 2026.

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