Cornerstone Planning Group
VERX icon

Cornerstone Planning Group’s Vertex VERX Stock Holding History

Cornerstone Planning Group’s Portfolio VERX Stock Details VERX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		– Sell
-36
Closed -$398 – 1642
2026
Q2 		$398 Hold
36
– – ﹤0.01% 1753
2026
Q1 		$492 Buy
+36
New +$561 ﹤0.01% 1653

Other funds holding VERX

Legacy Advisors
Legacy Advisors Plymouth Meeting, Pennsylvania $1.05B AUM 17.6% 1-Year Est. Return
Banque Pictet & Cie
Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
EDMP Inc
EDMP Inc Lutz, Florida $130M AUM 14.11% 1-Year Est. Return
Inspire Investing
Inspire Investing Meridian, Idaho $2.37B AUM 29.82% 1-Year Est. Return
Chicago Capital
Chicago Capital Chicago, Illinois $4.32B AUM 31.14% 1-Year Est. Return
Bank Pictet & Cie (Europe)
Bank Pictet & Cie (Europe) Frankfurt Am Main, Germany $5.31B AUM 25.55% 1-Year Est. Return
Harbor Capital Advisors
Harbor Capital Advisors Chicago, Illinois $1.48B AUM 30.88% 1-Year Est. Return
Sterling Capital Management
Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return
Versant Capital Management
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

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

Cornerstone Planning Group sold out of Vertex (VERX) in Q3 2026, closing a stake of 36 shares — an estimated $398 sold.

Cornerstone Planning Group first reported a position in VERX in Q1 2026 and held it in 2 quarters. The position peaked at $492 in Q1 2026. 23 funds tracked by Wall St. Rank hold VERX as of Q3 2026.

  • Cornerstone Planning Group reported no remaining Vertex position as of Q3 2026 after selling out during the quarter.
  • Cornerstone Planning Group sold 36 Vertex shares in Q3 2026, an estimated $398.
  • Cornerstone Planning Group first reported a position in Vertex in Q1 2026 and held it in 2 quarters.
  • Cornerstone Planning Group's Vertex position peaked at $492 in Q1 2026.
  • 23 funds tracked by Wall St. Rank held Vertex as of Q3 2026.

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