Cornerstone Planning Group
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Cornerstone Planning Group’s Block Inc XYZ Stock Holding History

Cornerstone Planning Group’s Portfolio XYZ Stock Details XYZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		– Sell
-391
Closed -$30.3K – 1824
2026
Q2 		$30.3K Buy
391
+21
+6% +$1.48K ﹤0.01% 542
2026
Q1 		$26.4K Buy
370
+208
+128% +$12.6K ﹤0.01% 586
2025
Q4 		$10.4K Sell
162
-29
-15% -$2K ﹤0.01% 792
2025
Q3 		$14.1K Buy
191
+35
+22% +$2.62K ﹤0.01% 677
2025
Q2 		$11.7K Buy
156
+45
+41% +$2.62K ﹤0.01% 523
2025
Q1 		$6.18K Buy
111
+24
+28% +$1.79K ﹤0.01% 680
2024
Q4 		$7.4K Buy
87
+10
+13% +$820 ﹤0.01% 494
2024
Q3 		$5.64K Sell
77
-25
-25% -$1.62K ﹤0.01% 544
2024
Q2 		$5.84K Buy
102
+66
+183% +$4.62K ﹤0.01% 541
2024
Q1 		$2.5K Sell
36
-1
-3% -$72 ﹤0.01% 622
2023
Q4 		$2.86K Hold
37
– – ﹤0.01% 584
2023
Q3 		$1.64K Buy
+37
New +$2.29K ﹤0.01% 696

Other funds holding XYZ

Hyperion Asset Management
Hyperion Asset Management Brisbane, Australia $3.66B AUM 10.02% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Bourgeon Capital Management
Bourgeon Capital Management Darien, Connecticut $696M AUM 39.92% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
PensionDanmark
PensionDanmark Copenhagen O, Denmark $12.3B AUM 33.99% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

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

Cornerstone Planning Group sold out of Block Inc (XYZ) in Q3 2026, closing a stake of 391 shares — an estimated $30.3K sold.

Cornerstone Planning Group first reported a position in XYZ in Q3 2023 and held it in 12 quarters. The position peaked at $30.3K in Q2 2026. 162 funds tracked by Wall St. Rank hold XYZ as of Q3 2026.

  • Cornerstone Planning Group reported no remaining Block Inc position as of Q3 2026 after selling out during the quarter.
  • Cornerstone Planning Group sold 391 Block Inc shares in Q3 2026, an estimated $30.3K.
  • Cornerstone Planning Group first reported a position in Block Inc in Q3 2023 and held it in 12 quarters.
  • Cornerstone Planning Group's Block Inc position peaked at $30.3K in Q2 2026.
  • 162 funds tracked by Wall St. Rank held Block Inc as of Q3 2026.

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