Cornerstone Planning Group
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Cornerstone Planning Group’s Onity Group ONIT Stock Holding History

Cornerstone Planning Group’s Portfolio ONIT Stock Details ONIT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		– Sell
-25
Closed -$999 – 1798
2026
Q2 		$999 Hold
25
– – ﹤0.01% 1501
2026
Q1 		$969 Hold
25
– – ﹤0.01% 1473
2025
Q4 		$1.18K Buy
25
+17
+213% +$698 ﹤0.01% 1311
2025
Q3 		$1.1K Sell
8
-17
-68% -$683 ﹤0.01% 1285
2025
Q2 		$970 Hold
25
– – ﹤0.01% 1121
2025
Q1 		$791 Hold
25
– – ﹤0.01% 1182
2024
Q4 		$890 Hold
25
– – ﹤0.01% 979
2024
Q3 		$755 Buy
+25
New +$681 ﹤0.01% 1006

Other funds holding ONIT

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return
Versant Capital Management
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

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

Cornerstone Planning Group sold out of Onity Group (ONIT) in Q3 2026, closing a stake of 25 shares — an estimated $999 sold.

Cornerstone Planning Group first reported a position in ONIT in Q3 2024 and held it in 8 quarters. The position peaked at $1.18K in Q4 2025. 7 funds tracked by Wall St. Rank hold ONIT as of Q3 2026.

  • Cornerstone Planning Group reported no remaining Onity Group position as of Q3 2026 after selling out during the quarter.
  • Cornerstone Planning Group sold 25 Onity Group shares in Q3 2026, an estimated $999.
  • Cornerstone Planning Group first reported a position in Onity Group in Q3 2024 and held it in 8 quarters.
  • Cornerstone Planning Group's Onity Group position peaked at $1.18K in Q4 2025.
  • 7 funds tracked by Wall St. Rank held Onity Group as of Q3 2026.

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