Cornerstone Planning Group’s Hanover Bancorp HNVR Stock Holding History

Cornerstone Planning Group’s Portfolio HNVR Stock Details HNVR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	–	Sell	-21	Closed	-$515	–	834
2026 Q2	$515	Hold	21	–	–	﹤0.01%	1689
2026 Q1	$488	Buy	+21	New	+$467	﹤0.01%	1657

Other funds holding HNVR

Bull Street Advisors Savannah, Georgia $221M AUM 13.13% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return

True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

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

Cornerstone Planning Group sold out of Hanover Bancorp (HNVR) in Q3 2026, closing a stake of 21 shares — an estimated $515 sold.

Cornerstone Planning Group first reported a position in HNVR in Q1 2026 and held it in 2 quarters. The position peaked at $515 in Q2 2026. 7 funds tracked by Wall St. Rank hold HNVR as of Q3 2026.

Cornerstone Planning Group reported no remaining Hanover Bancorp position as of Q3 2026 after selling out during the quarter.
Cornerstone Planning Group sold 21 Hanover Bancorp shares in Q3 2026, an estimated $515.
Cornerstone Planning Group first reported a position in Hanover Bancorp in Q1 2026 and held it in 2 quarters.
Cornerstone Planning Group's Hanover Bancorp position peaked at $515 in Q2 2026.
7 funds tracked by Wall St. Rank held Hanover Bancorp as of Q3 2026.

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