Cornerstone Planning Group
SPOK icon

Cornerstone Planning Group’s Spok Holdings SPOK Stock Holding History

Cornerstone Planning Group’s Portfolio SPOK Stock Details SPOK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		– Sell
-217
Closed -$2.31K – 1469
2026
Q2 		$2.31K Buy
+217
New +$2.36K ﹤0.01% 1286

Other funds holding SPOK

Hennion & Walsh Asset Management
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Wealth Enhancement Advisory Services
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TCM
Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
Versant Capital Management
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
PWMA
Pension & Wealth Management Advisors Waltham, Massachusetts $441M AUM 9.69% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

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

Cornerstone Planning Group sold out of Spok Holdings (SPOK) in Q3 2026, closing a stake of 217 shares — an estimated $2.31K sold.

Cornerstone Planning Group first reported a position in SPOK in Q2 2026 and held it in 1 quarter. The position peaked at $2.31K in Q2 2026. 11 funds tracked by Wall St. Rank hold SPOK as of Q3 2026.

  • Cornerstone Planning Group reported no remaining Spok Holdings position as of Q3 2026 after selling out during the quarter.
  • Cornerstone Planning Group sold 217 Spok Holdings shares in Q3 2026, an estimated $2.31K.
  • Cornerstone Planning Group first reported a position in Spok Holdings in Q2 2026 and held it in 1 quarter.
  • Cornerstone Planning Group's Spok Holdings position peaked at $2.31K in Q2 2026.
  • 11 funds tracked by Wall St. Rank held Spok Holdings as of Q3 2026.

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