Cornerstone Planning Group
PCYO icon

Cornerstone Planning Group’s Pure Cycle PCYO Stock Holding History

Cornerstone Planning Group’s Portfolio PCYO Stock Details PCYO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		– Sell
-82
Closed -$881 – 1244
2026
Q2 		$881 Hold
82
– – ﹤0.01% 1539
2026
Q1 		$942 Hold
82
– – ﹤0.01% 1489
2025
Q4 		$941 Sell
82
-398
-83% -$4.45K ﹤0.01% 1367
2025
Q3 		$46.6K Buy
480
+398
+485% +$4.16K 0.01% 360
2025
Q2 		$800 Hold
82
– – ﹤0.01% 1173
2025
Q1 		$834 Hold
82
– – ﹤0.01% 1170
2024
Q4 		$925 Hold
82
– – ﹤0.01% 970
2024
Q3 		$899 Hold
82
– – ﹤0.01% 959
2024
Q2 		$798 Buy
+82
New +$774 ﹤0.01% 995

Other funds holding PCYO

Sapient Capital
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
EP
EPIQ Partners Minneapolis, Minnesota $232M AUM 9.01% 1-Year Est. Return
Avanza Fonder
Avanza Fonder Stockholm, Sweden $5.23B AUM 33.79% 1-Year Est. Return
Linden Thomas Advisory Services
Linden Thomas Advisory Services Charlotte, North Carolina $1.26B AUM 37.95% 1-Year Est. Return
Beacon Investment Advisory Services
Beacon Investment Advisory Services Morristown, New Jersey $2.66B AUM 29.77% 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
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
EP
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

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

Cornerstone Planning Group sold out of Pure Cycle (PCYO) in Q3 2026, closing a stake of 82 shares — an estimated $881 sold.

Cornerstone Planning Group first reported a position in PCYO in Q2 2024 and held it in 9 quarters. The position peaked at $46.6K in Q3 2025. 13 funds tracked by Wall St. Rank hold PCYO as of Q3 2026.

  • Cornerstone Planning Group reported no remaining Pure Cycle position as of Q3 2026 after selling out during the quarter.
  • Cornerstone Planning Group sold 82 Pure Cycle shares in Q3 2026, an estimated $881.
  • Cornerstone Planning Group first reported a position in Pure Cycle in Q2 2024 and held it in 9 quarters.
  • Cornerstone Planning Group's Pure Cycle position peaked at $46.6K in Q3 2025.
  • 13 funds tracked by Wall St. Rank held Pure Cycle as of Q3 2026.

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