Cornerstone Planning Group
S icon

Cornerstone Planning Group’s SentinelOne S Stock Holding History

Cornerstone Planning Group’s Portfolio S Stock Details S Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		– Sell
-32
Closed -$583 – 1384
2026
Q2 		$583 Hold
32
– – ﹤0.01% 1651
2026
Q1 		$508 Buy
32
+28
+700% +$389 ﹤0.01% 1644
2025
Q4 		$60 Buy
+4
New +$66 ﹤0.01% 1685

Other funds holding S

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Meritas Wealth Management
Meritas Wealth Management Larkspur, California $278M AUM 18.16% 1-Year Est. Return
Moody National Bank Trust Division
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
MFG Wealth Management
MFG Wealth Management Indianapolis, Indiana $138M AUM 31.54% 1-Year Est. Return
Arkfeld Wealth Strategies
Arkfeld Wealth Strategies Omaha, Nebraska $357M AUM 21.48% 1-Year Est. Return
Chicago Capital
Chicago Capital Chicago, Illinois $4.32B AUM 31.14% 1-Year Est. Return

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

Cornerstone Planning Group sold out of SentinelOne (S) in Q3 2026, closing a stake of 32 shares — an estimated $583 sold.

Cornerstone Planning Group first reported a position in S in Q4 2025 and held it in 3 quarters. The position peaked at $583 in Q2 2026. 54 funds tracked by Wall St. Rank hold S as of Q3 2026.

  • Cornerstone Planning Group reported no remaining SentinelOne position as of Q3 2026 after selling out during the quarter.
  • Cornerstone Planning Group sold 32 SentinelOne shares in Q3 2026, an estimated $583.
  • Cornerstone Planning Group first reported a position in SentinelOne in Q4 2025 and held it in 3 quarters.
  • Cornerstone Planning Group's SentinelOne position peaked at $583 in Q2 2026.
  • 54 funds tracked by Wall St. Rank held SentinelOne as of Q3 2026.

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