Cornerstone Planning Group
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Cornerstone Planning Group’s Turning Point Brands TPB Stock Holding History

Cornerstone Planning Group’s Portfolio TPB Stock Details TPB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		– Sell
-219
Closed -$17.2K – 1566
2026
Q2 		$17.2K Buy
219
+122
+126% +$10.1K ﹤0.01% 719
2026
Q1 		$7.78K Buy
97
+20
+26% +$2.23K ﹤0.01% 968
2025
Q4 		$9.6K Buy
77
+74
+2,467% +$7.24K ﹤0.01% 811
2025
Q3 		$339 Sell
3
-5
-63% -$453 ﹤0.01% 1564
2025
Q2 		$649 Buy
+8
New +$544 ﹤0.01% 1227

Other funds holding TPB

Copeland Capital Management
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Linden Thomas Advisory Services
Linden Thomas Advisory Services Charlotte, North Carolina $1.26B AUM 37.95% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
Versant Capital Management
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

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

Cornerstone Planning Group sold out of Turning Point Brands (TPB) in Q3 2026, closing a stake of 219 shares — an estimated $17.2K sold.

Cornerstone Planning Group first reported a position in TPB in Q2 2025 and held it in 5 quarters. The position peaked at $17.2K in Q2 2026. 14 funds tracked by Wall St. Rank hold TPB as of Q3 2026.

  • Cornerstone Planning Group reported no remaining Turning Point Brands position as of Q3 2026 after selling out during the quarter.
  • Cornerstone Planning Group sold 219 Turning Point Brands shares in Q3 2026, an estimated $17.2K.
  • Cornerstone Planning Group first reported a position in Turning Point Brands in Q2 2025 and held it in 5 quarters.
  • Cornerstone Planning Group's Turning Point Brands position peaked at $17.2K in Q2 2026.
  • 14 funds tracked by Wall St. Rank held Turning Point Brands as of Q3 2026.

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