Cornerstone Planning Group
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Cornerstone Planning Group’s REX American Resources REX Stock Holding History

Cornerstone Planning Group’s Portfolio REX Stock Details REX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		– Sell
-11
Closed -$515 – 1336
2026
Q2 		$515 Hold
11
– – ﹤0.01% 1690
2026
Q1 		$563 Buy
+11
New +$399 ﹤0.01% 1613

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Linden Thomas Advisory Services
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Ellsworth Advisors
Ellsworth Advisors Hudson, Ohio $620M AUM 38.17% 1-Year Est. Return
Fifth Third Wealth Advisors
Fifth Third Wealth Advisors Cincinnati, Ohio $3.78B AUM 26.11% 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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 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
PCM
Park Capital Management Madison, Wisconsin $197M AUM 77.17% 1-Year Est. Return
OpenArc Corporate Advisory
OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return

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

Cornerstone Planning Group sold out of REX American Resources (REX) in Q3 2026, closing a stake of 11 shares — an estimated $515 sold.

Cornerstone Planning Group first reported a position in REX in Q1 2026 and held it in 2 quarters. The position peaked at $563 in Q1 2026. 40 funds tracked by Wall St. Rank hold REX as of Q3 2026.

  • Cornerstone Planning Group reported no remaining REX American Resources position as of Q3 2026 after selling out during the quarter.
  • Cornerstone Planning Group sold 11 REX American Resources shares in Q3 2026, an estimated $515.
  • Cornerstone Planning Group first reported a position in REX American Resources in Q1 2026 and held it in 2 quarters.
  • Cornerstone Planning Group's REX American Resources position peaked at $563 in Q1 2026.
  • 40 funds tracked by Wall St. Rank held REX American Resources as of Q3 2026.

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