CPG
FDS icon

Cornerstone Planning Group’s Factset FDS Stock Holding History

Cornerstone Planning Group’s Portfolio FDS Stock Details FDS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.23K Buy
5
+1
+25% +$230 ﹤0.01% 1442
2026
Q1 		$663 Sell
4
-17
-81% -$3.97K ﹤0.01% 1574
2025
Q4 		$5.67K Buy
21
+11
+110% +$3.09K ﹤0.01% 954
2025
Q3 		$2.69K Buy
10
+9
+900% +$3.44K ﹤0.01% 1103
2025
Q2 		$388 Hold
1
– – ﹤0.01% 1371
2025
Q1 		$426 Buy
+1
New +$455 ﹤0.01% 1343

Other funds holding FDS

BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Cornerstone Planning Group increased its Factset (FDS) stake by 25% in Q2 2026, buying an estimated $230 and bringing the position to 5 shares worth $1.23K. The position accounts for ﹤0.01% of the portfolio, ranked #1442.

Cornerstone Planning Group first reported a position in FDS in Q1 2025 and has held it in 6 quarters since. The position peaked at $5.67K in Q4 2025. 766 funds tracked by Wall St. Rank hold FDS as of Q2 2026.

  • Cornerstone Planning Group held 5 shares of Factset worth $1.23K as of Q2 2026.
  • Cornerstone Planning Group bought 1 Factset share in Q2 2026, an estimated $230.
  • Factset made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #1442 holding.
  • Cornerstone Planning Group first reported a position in Factset in Q1 2025 and has held it in 6 quarters since.
  • Cornerstone Planning Group's Factset position peaked at $5.67K in Q4 2025.
  • 766 funds tracked by Wall St. Rank held Factset as of Q2 2026.

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