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Cornerstone Planning Group’s State Street STT Stock Holding History

Cornerstone Planning Group’s Portfolio STT Stock Details STT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$17.4K Buy
118
+43
+57% +$5.5K ﹤0.01% 715
2025
Q4 		$9.62K Buy
75
+67
+838% +$8.02K ﹤0.01% 810
2025
Q3 		$1.26K Sell
8
-51
-86% -$5.69K ﹤0.01% 1257
2025
Q2 		$6.49K Buy
59
+15
+34% +$1.39K ﹤0.01% 664
2025
Q1 		$3.76K Buy
44
+20
+83% +$1.91K ﹤0.01% 809
2024
Q4 		$2.41K Hold
24
– – ﹤0.01% 744
2024
Q3 		$2.23K Buy
24
+5
+26% +$412 ﹤0.01% 745
2024
Q2 		$1.47K Buy
+19
New +$1.42K ﹤0.01% 853

Other funds holding STT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ROTUOC
Regents of the University of California Oakland, California $3.01B AUM 11.91% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Cornerstone Planning Group's STT Position: Q1 2026 in Review

Cornerstone Planning Group increased its State Street (STT) stake by 57% in Q1 2026, buying an estimated $5.5K and bringing the position to 118 shares worth $17.4K. The position accounts for ﹤0.01% of the portfolio, ranked #715.

Cornerstone Planning Group first reported a position in STT in Q2 2024 and has held it in 8 quarters since. 1,129 funds tracked by Wall St. Rank hold STT as of Q1 2026.

  • Cornerstone Planning Group held 118 shares of State Street worth $17.4K as of Q1 2026.
  • Cornerstone Planning Group bought 43 State Street shares in Q1 2026, an estimated $5.5K.
  • State Street made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q1 2026, its #715 holding.
  • Cornerstone Planning Group first reported a position in State Street in Q2 2024 and has held it in 8 quarters since.
  • 1,129 funds tracked by Wall St. Rank held State Street as of Q1 2026.

Based on Cornerstone Planning Group's 13F filing for Q1 2026, filed 6 May 2026.