Cornerstone Planning Group
LADR icon

Cornerstone Planning Group’s Ladder Capital LADR Stock Holding History

Cornerstone Planning Group’s Portfolio LADR Stock Details LADR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		– Sell
-37
Closed -$359 – 1009
2026
Q2 		$359 Buy
37
+1
+3% +$10 ﹤0.01% 1763
2026
Q1 		$370 Hold
36
– – ﹤0.01% 1713
2025
Q4 		$399 Buy
+36
New +$391 ﹤0.01% 1559

Other funds holding LADR

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Y-Intercept (HK)
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Counterpoint Mutual Funds
Counterpoint Mutual Funds San Diego, California $1.16B AUM 33.78% 1-Year Est. Return
CS
Capital Square Chattanooga, Tennessee $227M AUM 12.51% 1-Year Est. Return
SMH
Sanders Morris Harris Houston, Texas $755M AUM 11.28% 1-Year Est. Return
Private Capital Advisors
Private Capital Advisors Darien, Connecticut $1.15B AUM 43.46% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
CWP
Clark Wealth Partners O'fallon, Illinois $193M AUM 14.97% 1-Year Est. Return
Versant Capital Management
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

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

Cornerstone Planning Group sold out of Ladder Capital (LADR) in Q3 2026, closing a stake of 37 shares — an estimated $359 sold.

Cornerstone Planning Group first reported a position in LADR in Q4 2025 and held it in 3 quarters. The position peaked at $399 in Q4 2025. 17 funds tracked by Wall St. Rank hold LADR as of Q3 2026.

  • Cornerstone Planning Group reported no remaining Ladder Capital position as of Q3 2026 after selling out during the quarter.
  • Cornerstone Planning Group sold 37 Ladder Capital shares in Q3 2026, an estimated $359.
  • Cornerstone Planning Group first reported a position in Ladder Capital in Q4 2025 and held it in 3 quarters.
  • Cornerstone Planning Group's Ladder Capital position peaked at $399 in Q4 2025.
  • 17 funds tracked by Wall St. Rank held Ladder Capital as of Q3 2026.

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