Cornerstone Planning Group
NECB icon

Cornerstone Planning Group’s Northeast Community Bancorp NECB Stock Holding History

Cornerstone Planning Group’s Portfolio NECB Stock Details NECB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		– Sell
-64
Closed -$1.69K – 1137
2026
Q2 		$1.69K Hold
64
– – ﹤0.01% 1367
2026
Q1 		$1.55K Hold
64
– – ﹤0.01% 1351
2025
Q4 		$1.46K Sell
64
-396
-86% -$8.36K ﹤0.01% 1257
2025
Q3 		$9.8K Buy
460
+396
+619% +$8.72K ﹤0.01% 786
2025
Q2 		$1.32K Hold
64
– – ﹤0.01% 1052
2025
Q1 		$1.4K Hold
64
– – ﹤0.01% 1059
2024
Q4 		$1.64K Hold
64
– – ﹤0.01% 845
2024
Q3 		$1.72K Hold
64
– – ﹤0.01% 809
2024
Q2 		$1.33K Hold
64
– – ﹤0.01% 884
2024
Q1 		$1.06K Buy
+64
New +$1.04K ﹤0.01% 769

Other funds holding NECB

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
DSC
Daytona Street Capital Saint Louis, Missouri $141M AUM 14.38% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Versant Capital Management
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

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

Cornerstone Planning Group sold out of Northeast Community Bancorp (NECB) in Q3 2026, closing a stake of 64 shares — an estimated $1.69K sold.

Cornerstone Planning Group first reported a position in NECB in Q1 2024 and held it in 10 quarters. The position peaked at $9.8K in Q3 2025. 11 funds tracked by Wall St. Rank hold NECB as of Q3 2026.

  • Cornerstone Planning Group reported no remaining Northeast Community Bancorp position as of Q3 2026 after selling out during the quarter.
  • Cornerstone Planning Group sold 64 Northeast Community Bancorp shares in Q3 2026, an estimated $1.69K.
  • Cornerstone Planning Group first reported a position in Northeast Community Bancorp in Q1 2024 and held it in 10 quarters.
  • Cornerstone Planning Group's Northeast Community Bancorp position peaked at $9.8K in Q3 2025.
  • 11 funds tracked by Wall St. Rank held Northeast Community Bancorp as of Q3 2026.

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