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Cornerstone Planning Group’s Seer Inc SEER Stock Holding History

Cornerstone Planning Group’s Portfolio SEER Stock Details SEER Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-447
Closed -$832 – 1935
2026
Q1 		$832 Hold
447
– – ﹤0.01% 1514
2025
Q4 		$836 Buy
447
+417
+1,390% +$850 ﹤0.01% 1389
2025
Q3 		$2.42K Sell
30
-417
-93% -$887 ﹤0.01% 1123
2025
Q2 		$948 Hold
447
– – ﹤0.01% 1128
2025
Q1 		$912 Hold
447
– – ﹤0.01% 1159
2024
Q4 		$1.07K Hold
447
– – ﹤0.01% 938
2024
Q3 		$885 Buy
+447
New +$783 ﹤0.01% 962

Other funds holding SEER

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PLC
Peapod Lane Capital Bedford Hills, New York $148M AUM 89.92% 1-Year Est. Return
GCP
GSA Capital Partners London, United Kingdom $1.59B AUM 39.81% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
BCM
Bronte Capital Management Bondi Junction, Australia $931M AUM 47.97% 1-Year Est. Return
FIA
FNY Investment Advisers New York $278M AUM 98.99% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.26% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

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

Cornerstone Planning Group sold out of Seer Inc (SEER) in Q2 2026, closing a stake of 447 shares — an estimated $832 sold.

Cornerstone Planning Group first reported a position in SEER in Q3 2024 and held it in 7 quarters. The position peaked at $2.42K in Q3 2025. 13 funds tracked by Wall St. Rank hold SEER as of Q2 2026.

  • Cornerstone Planning Group reported no remaining Seer Inc position as of Q2 2026 after selling out during the quarter.
  • Cornerstone Planning Group sold 447 Seer Inc shares in Q2 2026, an estimated $832.
  • Cornerstone Planning Group first reported a position in Seer Inc in Q3 2024 and held it in 7 quarters.
  • Cornerstone Planning Group's Seer Inc position peaked at $2.42K in Q3 2025.
  • 13 funds tracked by Wall St. Rank held Seer Inc as of Q2 2026.

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