Cornerstone Planning Group
TM icon

Cornerstone Planning Group’s Toyota TM Stock Holding History

Cornerstone Planning Group’s Portfolio TM Stock Details TM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		– Sell
-100
Closed -$18K – 1555
2026
Q2 		$18K Sell
100
-86
-46% -$16.3K ﹤0.01% 704
2026
Q1 		$35.3K Buy
186
+11
+6% +$2.49K ﹤0.01% 492
2025
Q4 		$38.3K Buy
175
+48
+38% +$9.7K 0.01% 411
2025
Q3 		$6.87K Buy
127
+35
+38% +$6.6K ﹤0.01% 866
2025
Q2 		$16.7K Buy
92
+9
+11% +$1.63K ﹤0.01% 451
2025
Q1 		$15.1K Buy
83
+3
+4% +$558 ﹤0.01% 466
2024
Q4 		$14.9K Buy
80
+21
+36% +$3.69K ﹤0.01% 355
2024
Q3 		$10.4K Buy
59
+23
+64% +$4.3K ﹤0.01% 408
2024
Q2 		$6.06K Buy
36
+33
+1,100% +$7.3K ﹤0.01% 533
2024
Q1 		$699 Buy
3
+1
+50% +$221 ﹤0.01% 855
2023
Q4 		$367 Sell
2
-8
-80% -$1.46K ﹤0.01% 810
2023
Q3 		$1.8K Buy
10
+5
+100% +$854 ﹤0.01% 685
2023
Q2 		$804 Buy
+5
New +$719 ﹤0.01% 1402
2022
Q4 		$12.4K Buy
+86
New +$12K 0.01% 573

Other funds holding TM

Quadrant Capital Group
Quadrant Capital Group Cincinnati, Ohio $3.7B AUM 33.76% 1-Year Est. Return
Crossmark Global Holdings
Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Generali Investments CEE
Generali Investments CEE Prague, Czech Republic $2.11B AUM 18.35% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Gold Investment Management
Gold Investment Management Edmonton, Alberta, Canada $358M AUM 35.31% 1-Year Est. Return
Aaron Wealth Advisors
Aaron Wealth Advisors Chicago, Illinois $2.04B AUM 32.69% 1-Year Est. Return
Ellsworth Advisors
Ellsworth Advisors Hudson, Ohio $620M AUM 38.17% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Alliance Private Wealth
Alliance Private Wealth North Reading, Massachusetts $269M AUM 16.04% 1-Year Est. Return

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

Cornerstone Planning Group sold out of Toyota (TM) in Q3 2026, closing a stake of 100 shares — an estimated $18K sold.

Cornerstone Planning Group first reported a position in TM in Q4 2022 and held it in 14 quarters. The position peaked at $38.3K in Q4 2025. 118 funds tracked by Wall St. Rank hold TM as of Q3 2026.

  • Cornerstone Planning Group reported no remaining Toyota position as of Q3 2026 after selling out during the quarter.
  • Cornerstone Planning Group sold 100 Toyota shares in Q3 2026, an estimated $18K.
  • Cornerstone Planning Group first reported a position in Toyota in Q4 2022 and held it in 14 quarters.
  • Cornerstone Planning Group's Toyota position peaked at $38.3K in Q4 2025.
  • 118 funds tracked by Wall St. Rank held Toyota as of Q3 2026.

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