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Cornerstone Planning Group’s SFL Corp SFL Stock Holding History

Cornerstone Planning Group’s Portfolio SFL Stock Details SFL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-1,048
Closed -$78.3K – 1824
2025
Q3 		$78.3K Buy
+1,048
New +$9.02K 0.01% 248
2024
Q2 		– Sell
-40
Closed -$541 – 1332
2024
Q1 		$541 Buy
+40
New +$503 ﹤0.01% 918

Other funds holding SFL

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Cornerstone Planning Group's SFL Position: Q4 2025 in Review

Cornerstone Planning Group sold out of SFL Corp (SFL) in Q4 2025, closing a stake of 1,048 shares — an estimated $78.3K sold.

Cornerstone Planning Group first reported a position in SFL in Q1 2024 and held it in 2 quarters. The position peaked at $78.3K in Q3 2025. 206 funds tracked by Wall St. Rank hold SFL as of Q4 2025.

  • Cornerstone Planning Group reported no remaining SFL Corp position as of Q4 2025 after selling out during the quarter.
  • Cornerstone Planning Group sold 1,048 SFL Corp shares in Q4 2025, an estimated $78.3K.
  • Cornerstone Planning Group first reported a position in SFL Corp in Q1 2024 and held it in 2 quarters.
  • Cornerstone Planning Group's SFL Corp position peaked at $78.3K in Q3 2025.
  • 206 funds tracked by Wall St. Rank held SFL Corp as of Q4 2025.

Based on Cornerstone Planning Group's 13F filing for Q4 2025, filed 2 Feb 2026.