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Cornerstone Planning Group’s XPO XPO Stock Holding History

Cornerstone Planning Group’s Portfolio XPO Stock Details XPO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$5.55K Sell
26
-1
-4% -$212 ﹤0.01% 1060
2026
Q1 		$5.6K Buy
27
+22
+440% +$3.94K ﹤0.01% 1060
2025
Q4 		$741 Sell
5
-136
-96% -$18.5K ﹤0.01% 1418
2025
Q3 		$6.55K Buy
141
+132
+1,467% +$17.1K ﹤0.01% 880
2025
Q2 		$1.08K Buy
9
+3
+50% +$337 ﹤0.01% 1095
2025
Q1 		$600 Buy
+6
New +$763 ﹤0.01% 1248

Other funds holding XPO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
JAFL
Jay A. Fishman Ltd Troy, Michigan $1.26B AUM 31.39% 1-Year Est. Return
RHJA
Rice Hall James & Associates San Diego, California $2.05B AUM 43.16% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

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

Cornerstone Planning Group reduced its XPO (XPO) stake by 3.7% in Q2 2026, selling an estimated $212 and leaving 26 shares worth $5.55K. The position accounts for ﹤0.01% of the portfolio, ranked #1060.

Cornerstone Planning Group first reported a position in XPO in Q1 2025 and has held it in 6 quarters since. The position peaked at $6.55K in Q3 2025. 386 funds tracked by Wall St. Rank hold XPO as of Q2 2026.

  • Cornerstone Planning Group held 26 shares of XPO worth $5.55K as of Q2 2026.
  • Cornerstone Planning Group sold 1 XPO share in Q2 2026, an estimated $212.
  • XPO made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #1060 holding.
  • Cornerstone Planning Group first reported a position in XPO in Q1 2025 and has held it in 6 quarters since.
  • Cornerstone Planning Group's XPO position peaked at $6.55K in Q3 2025.
  • 386 funds tracked by Wall St. Rank held XPO as of Q2 2026.

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