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
Q2 		$4.44K Sell
56
-56
-50% -$4.17K ﹤0.01% 1114
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 $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Cornerstone Planning Group reduced its Stifel (SF) stake by 50% in Q2 2026, selling an estimated $4.17K and leaving 56 shares worth $4.44K. The position accounts for ﹤0.01% of the portfolio, ranked #1114.

Cornerstone Planning Group first reported a position in SF in Q4 2022 and has held it in 14 quarters since. The position peaked at $13.3K in Q1 2024. 592 funds tracked by Wall St. Rank hold SF as of Q2 2026.

  • Cornerstone Planning Group held 56 shares of Stifel worth $4.44K as of Q2 2026.
  • Cornerstone Planning Group sold 56 Stifel shares in Q2 2026, an estimated $4.17K.
  • Stifel made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #1114 holding.
  • Cornerstone Planning Group first reported a position in Stifel in Q4 2022 and has held it in 14 quarters since.
  • Cornerstone Planning Group's Stifel position peaked at $13.3K in Q1 2024.
  • 592 funds tracked by Wall St. Rank held Stifel as of Q2 2026.

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