Cornerstone Planning Group
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Cornerstone Planning Group’s First Advantage FA Stock Holding History

Cornerstone Planning Group’s Portfolio FA Stock Details FA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		– Sell
-4,566
Closed -$91.1K – 663
2026
Q2 		$91.1K Hold
4,566
– – 0.01% 264
2026
Q1 		$57.7K Hold
4,566
– – 0.01% 363
2025
Q4 		$58.9K Hold
4,566
– – 0.01% 309
2025
Q3 		$59.2K Hold
4,566
– – 0.01% 301
2025
Q2 		$73.3K Hold
4,566
– – 0.02% 186
2025
Q1 		$63.3K Buy
+4,566
New +$76.7K 0.02% 197

Other funds holding FA

Decker Retirement Planning
Decker Retirement Planning Levi, Utah $302M AUM 70.25% 1-Year Est. Return
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Versant Capital Management
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Essential Partners
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return
Root Financial Partners
Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return

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

Cornerstone Planning Group sold out of First Advantage (FA) in Q3 2026, closing a stake of 4,566 shares — an estimated $91.1K sold.

Cornerstone Planning Group first reported a position in FA in Q1 2025 and held it in 6 quarters. The position peaked at $91.1K in Q2 2026. 16 funds tracked by Wall St. Rank hold FA as of Q3 2026.

  • Cornerstone Planning Group reported no remaining First Advantage position as of Q3 2026 after selling out during the quarter.
  • Cornerstone Planning Group sold 4,566 First Advantage shares in Q3 2026, an estimated $91.1K.
  • Cornerstone Planning Group first reported a position in First Advantage in Q1 2025 and held it in 6 quarters.
  • Cornerstone Planning Group's First Advantage position peaked at $91.1K in Q2 2026.
  • 16 funds tracked by Wall St. Rank held First Advantage as of Q3 2026.

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