Cornerstone Planning Group LLC

Position in EQH — Equitable Holdings, Inc.

CIK 1822587 FAIRFIELD, NJ

Position in EQH

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

Position Value

$74,288

-$1,490 QoQ

Shares Held

1,693

-17.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#360

of 483 holders

Holding Since

Jun 2023

13 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Cornerstone Planning Group LLC holds $1,066,727 across 35 Asset Management names. EQH ranks #4 (7.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AMP	Ameriprise Financial Inc	515	$236,261
2	BLK	BlackRock, Inc.	132	$126,925
3	KKR	KKR & Co. Inc.	1,032	$94,716
4	EQH	Equitable Holdings, Inc. This page	1,693	$74,288
5	APO	Apollo Global Management, Inc.	594	$70,276
6	EOS	Eaton Vance Enhanced Equity Income Fund II	2,751	$60,632
7	RJF	Raymond James Financial Inc	314	$47,737
8	NEA	Nuveen AMT-Free Quality Municipal Income Fund	3,729	$43,778

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$74,288	1,693	-17.1%	Shares	Sole	2026-07-29
2026-03-31	$75,778	2,042	+1.4%	Shares	Sole	2026-05-06
2025-12-31	$95,919	2,013	-27.7%	Shares	Sole	2026-02-02
2025-09-30	$141,371	2,784	-0.1%	Shares	Sole	2025-11-04
2025-06-30	$156,294	2,786	-27.2%	Shares	Sole	2025-08-11
2025-03-31	$199,400	3,828	+16.2%	Shares	Sole	2025-04-30
2024-12-31	$155,330	3,293	0.0%	Shares	Sole	2025-01-29
2024-09-30	$138,404	3,293	-1.1%	Shares	Sole	2024-11-05
2024-06-30	$136,022	3,329	-7.8%	Shares	Sole	2024-08-13
2024-03-31	$137,178	3,609	+39.3%	Shares	Sole	2024-05-07
2023-12-31	$86,247	2,590	+3.5%	Shares	Sole	2024-02-12
2023-09-30	$71,060	2,503	-6.7%	Shares	Sole	2023-11-08
2023-06-30	$72,843	2,682	—	Shares	Sole	2023-08-15
No filing history on record for this holder in this stock.