CPG
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Cornerstone Planning Group’s ORIX IX Stock Holding History

Cornerstone Planning Group’s Portfolio IX Stock Details IX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$997 Hold
30
– – ﹤0.01% 1464
2025
Q4 		$910 Buy
30
+24
+400% +$635 ﹤0.01% 1375
2025
Q3 		$631 Sell
6
-24
-80% -$595 ﹤0.01% 1425
2025
Q2 		$702 Hold
30
– – ﹤0.01% 1199
2025
Q1 		$604 Hold
30
– – ﹤0.01% 1246
2024
Q4 		$636 Buy
30
+15
+100% +$329 ﹤0.01% 1069
2024
Q3 		$320 Hold
15
– – ﹤0.01% 1183
2024
Q2 		$309 Hold
15
– – ﹤0.01% 1142
2024
Q1 		$314 Hold
15
– – ﹤0.01% 988
2023
Q4 		$280 Hold
15
– – ﹤0.01% 835
2023
Q3 		$282 Buy
+15
New +$280 ﹤0.01% 982

Other funds holding IX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TAM
Todd Asset Management Louisville, Kentucky $5.11B AUM 34.73% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
TRSOTSOK
Teachers Retirement System of the State of Kentucky Frankfort, Kentucky $12.9B AUM 31.03% 1-Year Est. Return
CCM
Cullen Capital Management New York $9.75B AUM 21.81% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return