Cornerstone Planning Group LLC

Position in BBVA — Banco Bilbao Vizcaya Argentaria, S.A.

CIK 1822587 FAIRFIELD, NJ

Position in BBVA

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$37,990

-$3,922 QoQ

Shares Held

1,516

-21.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#404

of 523 holders

Holding Since

Sep 2023

12 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Cornerstone Planning Group LLC holds $3,422,911 across 18 Banks - Diversified names. BBVA ranks #12 (1.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	7,337	$2,401,620
2	BAC	Bank Of America Corp /De/	3,143	$179,088
3	WFC	Wells Fargo & Company/Mn	1,696	$140,157
4	C	Citigroup Inc	988	$138,280
5	BNY	Bank of New York Mellon Corp	568	$82,138
6	HSBC	Hsbc Holdings PLC	610	$58,004
7	RY	Royal Bank Of Canada	274	$56,709
8	UBS	UBS Group AG	1,137	$56,349

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$37,990	1,516	-21.7%	Shares	Sole	2026-07-29
2026-03-31	$41,912	1,935	+13.8%	Shares	Sole	2026-05-06
2025-12-31	$39,650	1,701	+6.5%	Shares	Sole	2026-02-02
2025-09-30	$30,742	1,597	+183.2%	Shares	Sole	2025-11-04
2025-06-30	$8,668	564	+10.8%	Shares	Sole	2025-08-11
2025-03-31	$6,932	509	+89.2%	Shares	Sole	2025-04-30
2024-12-31	$2,614	269	-3.2%	Shares	Sole	2025-01-29
2024-09-30	$3,013	278	+13.5%	Shares	Sole	2024-11-05
2024-06-30	$2,457	245	+400.0%	Shares	Sole	2024-08-13
2024-03-31	$580	49	0.0%	Shares	Sole	2024-05-07
2023-12-31	$446	49	0.0%	Shares	Sole	2024-02-12
2023-09-30	$394	49	—	Shares	Sole	2023-11-08
No filing history on record for this holder in this stock.