Cornerstone Planning Group
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
Q3 		– Sell
-5
Closed -$1.23K – 679
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

Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return
Ninety One North America
Ninety One North America New York $2.13B AUM 8.8% 1-Year Est. Return
Willis Investment Counsel
Willis Investment Counsel Gainesville, Georgia $1.97B AUM 25.29% 1-Year Est. Return
GHP Investment Advisors
GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return
Moran Wealth Management
Moran Wealth Management Naples, Florida $3.64B AUM 28.63% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Yousif Capital Management
Yousif Capital Management Bloomfield Hills, Michigan $8.87B AUM 34.1% 1-Year Est. Return

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

Cornerstone Planning Group sold out of Factset (FDS) in Q3 2026, closing a stake of 5 shares — an estimated $1.23K sold.

Cornerstone Planning Group first reported a position in FDS in Q1 2025 and held it in 6 quarters. The position peaked at $5.67K in Q4 2025. 177 funds tracked by Wall St. Rank hold FDS as of Q3 2026.

  • Cornerstone Planning Group reported no remaining Factset position as of Q3 2026 after selling out during the quarter.
  • Cornerstone Planning Group sold 5 Factset shares in Q3 2026, an estimated $1.23K.
  • Cornerstone Planning Group first reported a position in Factset in Q1 2025 and held it in 6 quarters.
  • Cornerstone Planning Group's Factset position peaked at $5.67K in Q4 2025.
  • 177 funds tracked by Wall St. Rank held Factset as of Q3 2026.

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