Cornerstone Planning Group
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Cornerstone Planning Group’s Permian Resources PR Stock Holding History

Cornerstone Planning Group’s Portfolio PR Stock Details PR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		– Sell
-118
Closed -$2.52K – 1284
2026
Q2 		$2.52K Buy
118
+69
+141% +$1.39K ﹤0.01% 1264
2026
Q1 		$1.1K Buy
+49
New +$846 ﹤0.01% 1435
2025
Q2 		– Sell
-203
Closed -$2.42K – 1651
2025
Q1 		$2.42K Buy
203
+171
+534% +$2.45K ﹤0.01% 941
2024
Q4 		$479 Buy
+32
New +$464 ﹤0.01% 1156

Other funds holding PR

Leeward Investments
Leeward Investments Boston, Massachusetts $1.98B AUM 28.98% 1-Year Est. Return
Perpetual Ltd
Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Mutual of America Capital Management
Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return
BI Asset Management Fondsmaeglerselskab
BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return
Viking Fund Management
Viking Fund Management Minot, North Dakota $1.14B AUM 32.65% 1-Year Est. Return
Amalgamated Bank
Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return

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

Cornerstone Planning Group sold out of Permian Resources (PR) in Q3 2026, closing a stake of 118 shares — an estimated $2.52K sold.

Cornerstone Planning Group first reported a position in PR in Q4 2024 and held it in 4 quarters. The position peaked at $2.52K in Q2 2026. 118 funds tracked by Wall St. Rank hold PR as of Q3 2026.

  • Cornerstone Planning Group reported no remaining Permian Resources position as of Q3 2026 after selling out during the quarter.
  • Cornerstone Planning Group sold 118 Permian Resources shares in Q3 2026, an estimated $2.52K.
  • Cornerstone Planning Group first reported a position in Permian Resources in Q4 2024 and held it in 4 quarters.
  • Cornerstone Planning Group's Permian Resources position peaked at $2.52K in Q2 2026.
  • 118 funds tracked by Wall St. Rank held Permian Resources as of Q3 2026.

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