CPG
SF

Cornerstone Planning Group’s Stifel SF Stock Holding History

Cornerstone Planning Group’s Portfolio SF Stock Details SF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$8.71K Buy
112
+1
+0.9% +$79 ﹤0.01% 933
2025
Q4 		$9.34K Sell
111
-51
-31% -$4.08K ﹤0.01% 819
2025
Q3 		$2.64K Buy
162
+33
+26% +$2.47K ﹤0.01% 1109
2025
Q2 		$9.65K Sell
129
-98
-43% -$6.02K ﹤0.01% 566
2025
Q1 		$12.5K Buy
227
+83
+58% +$5.85K ﹤0.01% 509
2024
Q4 		$10.9K Sell
144
-11
-7% -$785 ﹤0.01% 415
2024
Q3 		$10.8K Sell
155
-57
-27% -$3.25K ﹤0.01% 403
2024
Q2 		$11.1K Sell
212
-33
-13% -$1.75K ﹤0.01% 417
2024
Q1 		$13.3K Buy
245
+5
+2% +$246 ﹤0.01% 355
2023
Q4 		$11.1K Sell
240
-8
-3% -$329 ﹤0.01% 412
2023
Q3 		$10.1K Sell
248
-33
-12% -$1.39K ﹤0.01% 418
2023
Q2 		$11.2K Buy
+281
New +$11K ﹤0.01% 604
2022
Q4 		$5.54K Buy
+138
New +$5.46K ﹤0.01% 853

Other funds holding SF

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return