Cornerstone Planning Group
RBB icon

Cornerstone Planning Group’s RBB Bancorp RBB Stock Holding History

Cornerstone Planning Group’s Portfolio RBB Stock Details RBB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		– Sell
-16
Closed -$429 – 1323
2026
Q2 		$429 Sell
16
-1
-6% -$24 ﹤0.01% 1736
2026
Q1 		$390 Buy
17
+1
+6% +$21 ﹤0.01% 1703
2025
Q4 		$326 Sell
16
-272
-94% -$5.35K ﹤0.01% 1598
2025
Q3 		$841 Buy
288
+272
+1,700% +$5.2K ﹤0.01% 1357
2025
Q2 		$303 Hold
16
– – ﹤0.01% 1414
2025
Q1 		$252 Buy
+16
New +$291 ﹤0.01% 1442

Other funds holding RBB

SummerHaven Investment Management
SummerHaven Investment Management Stamford, Connecticut $179M AUM 57.61% 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
Versant Capital Management
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
Pension & Wealth Management Advisors
Pension & Wealth Management Advisors Waltham, Massachusetts $441M AUM 9.69% 1-Year Est. Return
PWMG
Private Wealth Management Group Princeton, New Jersey $445M AUM 13.54% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Essential Partners
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
Root Financial Partners
Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return

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

Cornerstone Planning Group sold out of RBB Bancorp (RBB) in Q3 2026, closing a stake of 16 shares — an estimated $429 sold.

Cornerstone Planning Group first reported a position in RBB in Q1 2025 and held it in 6 quarters. The position peaked at $841 in Q3 2025. 14 funds tracked by Wall St. Rank hold RBB as of Q3 2026.

  • Cornerstone Planning Group reported no remaining RBB Bancorp position as of Q3 2026 after selling out during the quarter.
  • Cornerstone Planning Group sold 16 RBB Bancorp shares in Q3 2026, an estimated $429.
  • Cornerstone Planning Group first reported a position in RBB Bancorp in Q1 2025 and held it in 6 quarters.
  • Cornerstone Planning Group's RBB Bancorp position peaked at $841 in Q3 2025.
  • 14 funds tracked by Wall St. Rank held RBB Bancorp as of Q3 2026.

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