Cornerstone Planning Group
PTC icon

Cornerstone Planning Group’s PTC PTC Stock Holding History

Cornerstone Planning Group’s Portfolio PTC Stock Details PTC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		– Sell
-9
Closed -$1.02K – 1301
2026
Q2 		$1.02K Sell
9
-12
-57% -$1.62K ﹤0.01% 1494
2026
Q1 		$2.89K Buy
21
+10
+91% +$1.58K ﹤0.01% 1215
2025
Q4 		$1.78K Sell
11
-96
-90% -$17.8K ﹤0.01% 1217
2025
Q3 		$30.1K Buy
107
+101
+1,683% +$20.6K ﹤0.01% 470
2025
Q2 		$1.29K Buy
6
+3
+100% +$483 ﹤0.01% 1053
2025
Q1 		$443 Buy
+3
New +$516 ﹤0.01% 1335

Other funds holding PTC

KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Leeward Investments
Leeward Investments Boston, Massachusetts $1.98B AUM 28.98% 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
SBCM
Silverberg Bernstein Capital Management Armonk, New York $211M AUM 58.81% 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

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

Cornerstone Planning Group sold out of PTC (PTC) in Q3 2026, closing a stake of 9 shares — an estimated $1.02K sold.

Cornerstone Planning Group first reported a position in PTC in Q1 2025 and held it in 6 quarters. The position peaked at $30.1K in Q3 2025. 119 funds tracked by Wall St. Rank hold PTC as of Q3 2026.

  • Cornerstone Planning Group reported no remaining PTC position as of Q3 2026 after selling out during the quarter.
  • Cornerstone Planning Group sold 9 PTC shares in Q3 2026, an estimated $1.02K.
  • Cornerstone Planning Group first reported a position in PTC in Q1 2025 and held it in 6 quarters.
  • Cornerstone Planning Group's PTC position peaked at $30.1K in Q3 2025.
  • 119 funds tracked by Wall St. Rank held PTC as of Q3 2026.

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