Cornerstone Planning Group
NODK icon

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
Q3 		– Sell
-85
Closed -$1.35K – 1159
2026
Q2 		$1.35K Hold
85
– – ﹤0.01% 1418
2026
Q1 		$1.1K 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 $391M AUM 19.44% 1-Year Est. Return
Asset Allocation & Management Company
Asset Allocation & Management Company Chicago, Illinois $321M AUM 11.11% 1-Year Est. Return
Thompson Investment Management
Thompson Investment Management Madison, Wisconsin $873M AUM 26.56% 1-Year Est. Return
Fortitude Family Office
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
Sterling Capital Management
Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return
Essential Partners
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
Physician Wealth Advisors
Physician Wealth Advisors Midvale, Utah $869M AUM 17.6% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

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

Cornerstone Planning Group sold out of NI Holdings (NODK) in Q3 2026, closing a stake of 85 shares — an estimated $1.35K sold.

Cornerstone Planning Group first reported a position in NODK in Q4 2025 and held it in 3 quarters. The position peaked at $4.22K in Q4 2025. 14 funds tracked by Wall St. Rank hold NODK as of Q3 2026.

  • Cornerstone Planning Group reported no remaining NI Holdings position as of Q3 2026 after selling out during the quarter.
  • Cornerstone Planning Group sold 85 NI Holdings shares in Q3 2026, an estimated $1.35K.
  • Cornerstone Planning Group first reported a position in NI Holdings in Q4 2025 and held it in 3 quarters.
  • Cornerstone Planning Group's NI Holdings position peaked at $4.22K in Q4 2025.
  • 14 funds tracked by Wall St. Rank held NI Holdings as of Q3 2026.

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