CPG
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Cornerstone Planning Group’s XP XP Stock Holding History

Cornerstone Planning Group’s Portfolio XP Stock Details XP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$519 Hold
30
– – ﹤0.01% 1686
2026
Q1 		$567 Buy
+30
New +$580 ﹤0.01% 1610

Other funds holding XP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
AIM
ARGA Investment Management Stamford, Connecticut $3.92B AUM 35.93% 1-Year Est. Return
GA
General Atlantic New York $2.91B AUM 24.21% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

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

Cornerstone Planning Group held its XP (XP) position steady in Q2 2026 at 30 shares worth $519. The position accounts for ﹤0.01% of the portfolio, ranked #1686.

Cornerstone Planning Group first reported a position in XP in Q1 2026 and has held it in 2 quarters since. The position peaked at $567 in Q1 2026. 320 funds tracked by Wall St. Rank hold XP as of Q2 2026.

  • Cornerstone Planning Group held 30 shares of XP worth $519 as of Q2 2026.
  • Cornerstone Planning Group left its XP share count unchanged in Q2 2026.
  • XP made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #1686 holding.
  • Cornerstone Planning Group first reported a position in XP in Q1 2026 and has held it in 2 quarters since.
  • Cornerstone Planning Group's XP position peaked at $567 in Q1 2026.
  • 320 funds tracked by Wall St. Rank held XP as of Q2 2026.

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