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Equibles

Cornerstone Planning Group LLC

Position in GS — Goldman Sachs Group Inc

CIK 1822587 FAIRFIELD, NJ
Back to GS Full portfolio

Position in GS

as of Jun 30, 2026 · filed Jul 29, 2026
Position Value
$156,762
+$24,788 QoQ
Shares Held
155
-0.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#2,913
of 3,140 holders
Holding Since
Dec 2022
14 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in GS Over Time

Shares Held

Position Value (USD)

Position in Capital Markets

Financial Services · as of Jun 30, 2026

Cornerstone Planning Group LLC holds $492,108 across 23 Capital Markets names. GS ranks #1 (31.9% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 GS
Goldman Sachs Group Inc
This page 		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.
 153 $9,582
8 LPLA
LPL Financial Holdings Inc.
 32 $9,013

All Filings in GS

Export CSV
14 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $156,762 155
2026-03-31 $131,974 156
2025-12-31 $105,480 120
2025-09-30 $109,896 138
2025-06-30 $58,035 82
2025-03-31 $39,332 72
2024-12-31 $28,058 49
2024-09-30 $19,804 40
2024-06-30 $17,188 38
2024-03-31 $13,366 32
2023-12-31 $11,187 29
2023-09-30 $18,767 58
2023-06-30 $18,062 56
2022-12-31 $8,927 26