Cornerstone Planning Group’s Ready Capital RC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$461	Sell	303 -1	-0.3%	-$2	﹤0.01%	1718
2026 Q1	$607	Buy	304 +4	+1%	+$8	﹤0.01%	1591
2025 Q4	$664	Sell	300 -31,273	-99%	-$87.6K	﹤0.01%	1452
2025 Q3	$1.29M	Buy	31,573 +31,285	+10,863%	+$132K	0.21%	51
2025 Q2	$1.2K	Buy	288 +16	+6%	+$71	﹤0.01%	1067
2025 Q1	$1.21K	Buy	272 +10	+4%	+$62	﹤0.01%	1092
2024 Q4	$1.81K	Buy	262 +9	+4%	+$65	﹤0.01%	819
2024 Q3	$1.75K	Hold	253	–	–	﹤0.01%	803
2024 Q2	$2.19K	Buy	+253	New	+$2.16K	﹤0.01%	742

Other funds holding RC

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

PMG

Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

MCM

Mason Capital Management New York $607M AUM 1.77% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

WAM

Waterfall Asset Management New York $163M AUM 0.31% 1-Year Est. Return

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

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

Cornerstone Planning Group reduced its Ready Capital (RC) stake by 0.33% in Q2 2026, selling an estimated $2 and leaving 303 shares worth $461. The position accounts for ﹤0.01% of the portfolio, ranked #1718.

Cornerstone Planning Group first reported a position in RC in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.29M in Q3 2025. 231 funds tracked by Wall St. Rank hold RC as of Q2 2026.

Cornerstone Planning Group held 303 shares of Ready Capital worth $461 as of Q2 2026.
Cornerstone Planning Group sold 1 Ready Capital share in Q2 2026, an estimated $2.
Ready Capital made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #1718 holding.
Cornerstone Planning Group first reported a position in Ready Capital in Q2 2024 and has held it in 9 quarters since.
Cornerstone Planning Group's Ready Capital position peaked at $1.29M in Q3 2025.
231 funds tracked by Wall St. Rank held Ready Capital as of Q2 2026.

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