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Cornerstone Planning Group’s NI Holdings NODK Stock Holding History

Cornerstone Planning Group’s Portfolio NODK Stock Details NODK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.09K Sell
85
-228
-73% -$3.02K ﹤0.01% 1439
2025
Q4 		$4.22K Buy
+313
New +$4.22K ﹤0.01% 1028

Other funds holding NODK

MI
M3F Inc Salt Lake City, Utah $404M AUM 17.61% 1-Year Est. Return
NM
Newtyn Management New York $936M AUM 27.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
TG
TCW Group Los Angeles, California $13.3B AUM 34.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
MA
Minerva Advisors Bala Cynwyd, Pennsylvania $155M AUM 35.49% 1-Year Est. Return
OCM
Orchard Capital Management Chicago, Illinois $95.9M AUM 45.49% 1-Year Est. Return

Cornerstone Planning Group's NODK Position: Q1 2026 in Review

Cornerstone Planning Group reduced its NI Holdings (NODK) stake by 73% in Q1 2026, selling an estimated $3.02K and leaving 85 shares worth $1.09K. The position accounts for ﹤0.01% of the portfolio, ranked #1439.

Cornerstone Planning Group first reported a position in NODK in Q4 2025 and has held it in 2 quarters since. The position peaked at $4.22K in Q4 2025. 74 funds tracked by Wall St. Rank hold NODK as of Q1 2026.

  • Cornerstone Planning Group held 85 shares of NI Holdings worth $1.09K as of Q1 2026.
  • Cornerstone Planning Group sold 228 NI Holdings shares in Q1 2026, an estimated $3.02K.
  • NI Holdings made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q1 2026, its #1439 holding.
  • Cornerstone Planning Group first reported a position in NI Holdings in Q4 2025 and has held it in 2 quarters since.
  • Cornerstone Planning Group's NI Holdings position peaked at $4.22K in Q4 2025.
  • 74 funds tracked by Wall St. Rank held NI Holdings as of Q1 2026.

Based on Cornerstone Planning Group's 13F filing for Q1 2026, filed 6 May 2026.