Cornerstone Planning Group’s Star Holdings Shares of Beneficial Interest STHO Stock Holding History

Cornerstone Planning Group’s Portfolio STHO Stock Details STHO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	–	Sell	-58	Closed	-$541	–	1488
2026 Q2	$541	Hold	58	–	–	﹤0.01%	1672
2026 Q1	$498	Sell	58 -48	-45%	-$395	﹤0.01%	1650
2025 Q4	$818	Sell	106 -494	-82%	-$3.78K	﹤0.01%	1395
2025 Q3	$49.9K	Buy	600 +494	+466%	+$4.01K	0.01%	340
2025 Q2	$771	Buy	+106	New	+$733	﹤0.01%	1176
2025 Q1	–	Sell	-53	Closed	-$489	–	1677
2024 Q4	$489	Buy	+53	New	+$618	﹤0.01%	1147

Other funds holding STHO

Howard Financial Services Dallas, Texas $954M AUM 13.71% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

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

Cornerstone Planning Group sold out of Star Holdings Shares of Beneficial Interest (STHO) in Q3 2026, closing a stake of 58 shares — an estimated $541 sold.

Cornerstone Planning Group first reported a position in STHO in Q4 2024 and held it in 6 quarters. The position peaked at $49.9K in Q3 2025. 4 funds tracked by Wall St. Rank hold STHO as of Q3 2026.

Cornerstone Planning Group reported no remaining Star Holdings Shares of Beneficial Interest position as of Q3 2026 after selling out during the quarter.
Cornerstone Planning Group sold 58 Star Holdings Shares of Beneficial Interest shares in Q3 2026, an estimated $541.
Cornerstone Planning Group first reported a position in Star Holdings Shares of Beneficial Interest in Q4 2024 and held it in 6 quarters.
Cornerstone Planning Group's Star Holdings Shares of Beneficial Interest position peaked at $49.9K in Q3 2025.
4 funds tracked by Wall St. Rank held Star Holdings Shares of Beneficial Interest as of Q3 2026.

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