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Cornerstone Planning Group’s Viking Holdings VIK Stock Holding History

Cornerstone Planning Group’s Portfolio VIK Stock Details VIK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$51K Buy
508
+27
+6% +$2.34K 0.01% 403
2026
Q1 		$39.3K Buy
481
+65
+16% +$4.75K 0.01% 461
2025
Q4 		$29K Buy
416
+316
+316% +$20.2K ﹤0.01% 488
2025
Q3 		$593 Buy
100
+93
+1,329% +$5.55K ﹤0.01% 1437
2025
Q2 		$407 Buy
+7
New +$309 ﹤0.01% 1357

Other funds holding VIK

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

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

Cornerstone Planning Group increased its Viking Holdings (VIK) stake by 5.6% in Q2 2026, buying an estimated $2.34K and bringing the position to 508 shares worth $51K. The position accounts for 0.01% of the portfolio, ranked #403.

Cornerstone Planning Group first reported a position in VIK in Q2 2025 and has held it in 5 quarters since. 321 funds tracked by Wall St. Rank hold VIK as of Q2 2026.

  • Cornerstone Planning Group held 508 shares of Viking Holdings worth $51K as of Q2 2026.
  • Cornerstone Planning Group bought 27 Viking Holdings shares in Q2 2026, an estimated $2.34K.
  • Viking Holdings made up 0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #403 holding.
  • Cornerstone Planning Group first reported a position in Viking Holdings in Q2 2025 and has held it in 5 quarters since.
  • 321 funds tracked by Wall St. Rank held Viking Holdings as of Q2 2026.

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