Cornerstone Planning Group
SPXC icon

Cornerstone Planning Group’s SPX Corp SPXC Stock Holding History

Cornerstone Planning Group’s Portfolio SPXC Stock Details SPXC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		– Sell
-3
Closed -$657 – 1477
2026
Q2 		$657 Hold
3
– – ﹤0.01% 1615
2026
Q1 		$624 Buy
+3
New +$645 ﹤0.01% 1583

Other funds holding SPXC

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Tema ETFs
Tema ETFs New York $2.69B AUM 42.96% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Amalgamated Bank
Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return
Redhawk Wealth Advisors
Redhawk Wealth Advisors Minneapolis, Minnesota $987M AUM 25.25% 1-Year Est. Return
Mutual of America Capital Management
Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return
Yousif Capital Management
Yousif Capital Management Bloomfield Hills, Michigan $8.87B AUM 34.1% 1-Year Est. Return
NorthCrest Asset Manangement
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return

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

Cornerstone Planning Group sold out of SPX Corp (SPXC) in Q3 2026, closing a stake of 3 shares — an estimated $657 sold.

Cornerstone Planning Group first reported a position in SPXC in Q1 2026 and held it in 2 quarters. The position peaked at $657 in Q2 2026. 76 funds tracked by Wall St. Rank hold SPXC as of Q3 2026.

  • Cornerstone Planning Group reported no remaining SPX Corp position as of Q3 2026 after selling out during the quarter.
  • Cornerstone Planning Group sold 3 SPX Corp shares in Q3 2026, an estimated $657.
  • Cornerstone Planning Group first reported a position in SPX Corp in Q1 2026 and held it in 2 quarters.
  • Cornerstone Planning Group's SPX Corp position peaked at $657 in Q2 2026.
  • 76 funds tracked by Wall St. Rank held SPX Corp as of Q3 2026.

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