Cornerstone Planning Group’s Priority Technology Holdings PRTH Stock Holding History

Cornerstone Planning Group’s Portfolio PRTH Stock Details PRTH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$824	Hold	128	–	–	﹤0.01%	1552
2026 Q1	$670	Hold	128	–	–	﹤0.01%	1570
2025 Q4	$750	Sell	128 -102	-44%	-$631	﹤0.01%	1414
2025 Q3	$5.64K	Buy	230 +102	+80%	+$770	﹤0.01%	922
2025 Q2	$869	Hold	128	–	–	﹤0.01%	1146
2025 Q1	$915	Hold	128	–	–	﹤0.01%	1156
2024 Q4	$1.18K	Hold	128	–	–	﹤0.01%	926
2024 Q3	$710	Hold	128	–	–	﹤0.01%	1018
2024 Q2	$607	Hold	128	–	–	﹤0.01%	1047
2024 Q1	$409	Buy	+128	New	+$428	﹤0.01%	973

Other funds holding PRTH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

IAMOG

Investors Asset Management of Georgia Atlanta, Georgia $288M AUM 47.58% 1-Year Est. Return

Kovack Advisors Ft. Lauderdale, Florida $2.08B AUM 38.95% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

GWN Securities Palm Beach Gardens, Florida $598M AUM 32.4% 1-Year Est. Return

Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return

GCP

GSA Capital Partners London, United Kingdom $1.59B AUM 39.81% 1-Year Est. Return

Cornerstone Planning Group's PRTH Position: Q2 2026 in Review

Cornerstone Planning Group held its Priority Technology Holdings (PRTH) position steady in Q2 2026 at 128 shares worth $824. The position accounts for ﹤0.01% of the portfolio, ranked #1552.

Cornerstone Planning Group first reported a position in PRTH in Q1 2024 and has held it in 10 quarters since. The position peaked at $5.64K in Q3 2025. 50 funds tracked by Wall St. Rank hold PRTH as of Q2 2026.

Cornerstone Planning Group held 128 shares of Priority Technology Holdings worth $824 as of Q2 2026.
Cornerstone Planning Group left its Priority Technology Holdings share count unchanged in Q2 2026.
Priority Technology Holdings made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #1552 holding.
Cornerstone Planning Group first reported a position in Priority Technology Holdings in Q1 2024 and has held it in 10 quarters since.
Cornerstone Planning Group's Priority Technology Holdings position peaked at $5.64K in Q3 2025.
50 funds tracked by Wall St. Rank held Priority Technology Holdings as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.