Cornerstone Planning Group LLC
Position in IFS — Intercorp Financial Services Inc.
CIK 1822587
FAIRFIELD, NJ
Position in IFS
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$2,309
+$361 QoQ
Shares Held
46
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
8 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in IFS Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026Cornerstone Planning Group LLC holds $1,248,637 across 65 Banks - Regional names. IFS ranks #33 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FITB |
Fifth Third Bancorp
|
5,600 | $260,176 | |
| 2 | DB |
Deutsche Bank Aktiengesellschaft
|
7,724 | $230,020 | |
| 3 | FNB |
Fnb Corp/Pa/
|
11,390 | $190,440 | |
| 4 | USB |
US Bancorp De
|
1,175 | $61,111 | |
| 5 | FCF |
First Commonwealth Financial Corp /Pa/
|
3,034 | $53,337 | |
| 6 | PNC |
Pnc Financial Services Group, Inc.
|
216 | $44,947 | |
| 7 | NFBK |
Northfield Bancorp, Inc.
|
2,618 | $35,447 | |
| 8 | IBN |
Icici Bank Ltd
|
1,332 | $34,498 |
All Filings in IFS
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,309 | 46 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $1,948 | 46 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $1,855 | 46 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $1,753 | 46 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $1,523 | 46 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $1,349 | 46 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $1,201 | 46 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $1,030 | 46 | Shares | Sole | 2024-08-13 | |
| No filing history on record for this holder in this stock. | ||||||