Cornerstone Planning Group
STT icon

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
Q3 		– Sell
-119
Closed -$22.1K – 1496
2026
Q2 		$22.1K Buy
119
+1
+0.8% +$154 ﹤0.01% 646
2026
Q1 		$17.4K Buy
118
+43
+57% +$5.5K ﹤0.01% 715
2025
Q4 		$9.6K 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

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
Metropolis Capital
Metropolis Capital Amersham, United Kingdom $3.63B AUM 4.56% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Godsey & Gibb Inc
Godsey & Gibb Inc Richmond, Virginia $1.21B AUM 18.94% 1-Year Est. Return
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return
Allied Investment Advisors
Allied Investment Advisors Billings, Montana $1.06B AUM 16.89% 1-Year Est. Return
Burney Company
Burney Company Reston, Virginia $3.66B AUM 27.59% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Argent Capital Management
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return

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

Cornerstone Planning Group sold out of State Street (STT) in Q3 2026, closing a stake of 119 shares — an estimated $22.1K sold.

Cornerstone Planning Group first reported a position in STT in Q2 2024 and held it in 9 quarters. The position peaked at $22.1K in Q2 2026. 261 funds tracked by Wall St. Rank hold STT as of Q3 2026.

  • Cornerstone Planning Group reported no remaining State Street position as of Q3 2026 after selling out during the quarter.
  • Cornerstone Planning Group sold 119 State Street shares in Q3 2026, an estimated $22.1K.
  • Cornerstone Planning Group first reported a position in State Street in Q2 2024 and held it in 9 quarters.
  • Cornerstone Planning Group's State Street position peaked at $22.1K in Q2 2026.
  • 261 funds tracked by Wall St. Rank held State Street as of Q3 2026.

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