Cornerstone Planning Group LLC

Position in BCS — Barclays PLC

CIK 1822587 FAIRFIELD, NJ

Position in BCS

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

Position Value

$15,363

+$2,456 QoQ

Shares Held

572

-6.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#455

of 556 holders

Holding Since

Dec 2022

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. BCS ranks #18 (0.4% 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	$15,363	572	-6.2%	Shares	Sole	2026-07-29
2026-03-31	$12,907	610	+4.3%	Shares	Sole	2026-05-06
2025-12-31	$14,888	585	+21.1%	Shares	Sole	2026-02-02
2025-09-30	$9,983	483	+29.8%	Shares	Sole	2025-11-04
2025-06-30	$6,915	372	+28.3%	Shares	Sole	2025-08-11
2025-03-31	$4,454	290	0.0%	Shares	Sole	2025-04-30
2024-12-31	$3,854	290	+20.8%	Shares	Sole	2025-01-29
2024-09-30	$2,916	240	+24.4%	Shares	Sole	2024-11-05
2024-06-30	$2,067	193	+85.6%	Shares	Sole	2024-08-13
2024-03-31	$982	104	-30.2%	Shares	Sole	2024-05-07
2023-06-30	$1,171	149	0.0%	Shares	Sole	2023-08-15
2022-12-31	$1,162	149	—	Shares	Sole	2023-02-14
No filing history on record for this holder in this stock.