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Cornerstone Planning Group’s Virtu Financial VIRT Stock Holding History

Cornerstone Planning Group’s Portfolio VIRT Stock Details VIRT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-26,447
Closed -$620K – 1848
2025
Q3 		$620K Buy
26,447
+26,424
+114,887% +$1.09M 0.1% 76
2025
Q2 		$986 Buy
23
+10
+77% +$403 ﹤0.01% 1115
2025
Q1 		$508 Buy
+13
New +$484 ﹤0.01% 1301

Other funds holding VIRT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Cornerstone Planning Group's VIRT Position: Q4 2025 in Review

Cornerstone Planning Group sold out of Virtu Financial (VIRT) in Q4 2025, closing a stake of 26,447 shares — an estimated $620K sold.

Cornerstone Planning Group first reported a position in VIRT in Q1 2025 and held it in 3 quarters. The position peaked at $620K in Q3 2025. 387 funds tracked by Wall St. Rank hold VIRT as of Q4 2025.

  • Cornerstone Planning Group reported no remaining Virtu Financial position as of Q4 2025 after selling out during the quarter.
  • Cornerstone Planning Group sold 26,447 Virtu Financial shares in Q4 2025, an estimated $620K.
  • Cornerstone Planning Group first reported a position in Virtu Financial in Q1 2025 and held it in 3 quarters.
  • Cornerstone Planning Group's Virtu Financial position peaked at $620K in Q3 2025.
  • 387 funds tracked by Wall St. Rank held Virtu Financial as of Q4 2025.

Based on Cornerstone Planning Group's 13F filing for Q4 2025, filed 2 Feb 2026.