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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
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 		$9.59K 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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
DSCM
Divisadero Street Capital Management Miami, Florida $4.41B AUM 90.53% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.87B AUM 31.21% 1-Year Est. Return
MRCP
Maple Rock Capital Partners Toronto, Ontario, Canada $5.1B AUM 214.22% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

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

Cornerstone Planning Group increased its Turning Point Brands (TPB) stake by 126% in Q2 2026, buying an estimated $10.1K and bringing the position to 219 shares worth $17.2K. The position accounts for ﹤0.01% of the portfolio, ranked #719.

Cornerstone Planning Group first reported a position in TPB in Q2 2025 and has held it in 5 quarters since. 230 funds tracked by Wall St. Rank hold TPB as of Q2 2026.

  • Cornerstone Planning Group held 219 shares of Turning Point Brands worth $17.2K as of Q2 2026.
  • Cornerstone Planning Group bought 122 Turning Point Brands shares in Q2 2026, an estimated $10.1K.
  • Turning Point Brands made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #719 holding.
  • Cornerstone Planning Group first reported a position in Turning Point Brands in Q2 2025 and has held it in 5 quarters since.
  • 230 funds tracked by Wall St. Rank held Turning Point Brands as of Q2 2026.

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