Cornerstone Planning Group’s UP Fintech Holding TIGR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.55K	Hold	309	–	–	﹤0.01%	1386
2026 Q1	$2.06K	Hold	309	–	–	﹤0.01%	1291
2025 Q4	$2.71K	Buy	309 +252	+442%	+$2.41K	﹤0.01%	1130
2025 Q3	$1.1K	Sell	57 -252	-82%	-$2.7K	﹤0.01%	1282
2025 Q2	$3.08K	Hold	309	–	–	﹤0.01%	843
2025 Q1	$2.29K	Hold	309	–	–	﹤0.01%	955
2024 Q4	$2.05K	Hold	309	–	–	﹤0.01%	791
2024 Q3	$1.99K	Hold	309	–	–	﹤0.01%	775
2024 Q2	$1.12K	Hold	309	–	–	﹤0.01%	914
2024 Q1	$1.21K	Buy	+309	New	+$1.23K	﹤0.01%	743

Other funds holding TIGR

S2L

Sparta 24 Ltd Tirat Hacarmel, Israel $109M AUM 16.57% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Walleye Trading New York $87.6B AUM 68.17% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return

HCP

Hexagon Capital Partners Rogers, Arkansas $711M AUM 32.8% 1-Year Est. Return

Cornerstone Planning Group's TIGR Position: Q2 2026 in Review

Cornerstone Planning Group held its UP Fintech Holding (TIGR) position steady in Q2 2026 at 309 shares worth $1.55K. The position accounts for ﹤0.01% of the portfolio, ranked #1386.

Cornerstone Planning Group first reported a position in TIGR in Q1 2024 and has held it in 10 quarters since. The position peaked at $3.08K in Q2 2025. 50 funds tracked by Wall St. Rank hold TIGR as of Q2 2026.

Cornerstone Planning Group held 309 shares of UP Fintech Holding worth $1.55K as of Q2 2026.
Cornerstone Planning Group left its UP Fintech Holding share count unchanged in Q2 2026.
UP Fintech Holding made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #1386 holding.
Cornerstone Planning Group first reported a position in UP Fintech Holding in Q1 2024 and has held it in 10 quarters since.
Cornerstone Planning Group's UP Fintech Holding position peaked at $3.08K in Q2 2025.
50 funds tracked by Wall St. Rank held UP Fintech Holding as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.