Cornerstone Planning Group LLC
Position in CRCL — Circle Internet Group, Inc.
CIK 1822587
FAIRFIELD, NJ
Position in CRCL
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$9,582
-$5,015 QoQ
Shares Held
153
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#485
of 565 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CRCL Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Cornerstone Planning Group LLC holds $492,108 across 23 Capital Markets names. CRCL ranks #7 (1.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
155 | $156,762 | |
| 2 | MS |
Morgan Stanley
|
704 | $147,164 | |
| 3 | SCHW |
Schwab Charles Corp
|
796 | $73,446 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
378 | $37,905 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
180 | $15,667 | |
| 6 | NMR |
Nomura Holdings Inc
|
1,411 | $12,388 | |
| 7 | CRCL |
Circle Internet Group, Inc.
This page
|
153 | $9,582 | |
| 8 | LPLA |
LPL Financial Holdings Inc.
|
32 | $9,013 |
All Filings in CRCL
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,582 | 153 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $14,597 | 153 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $12,132 | 153 | Shares | Sole | 2026-02-02 | |
| No filing history on record for this holder in this stock. | ||||||