Cornerstone Planning Group LLC

Position in RJF — Raymond James Financial Inc

CIK 1822587 FAIRFIELD, NJ

Position in RJF

as of Mar 31, 2026 · filed May 6, 2026 Compact

Position Value

$50,242

-$2,431 QoQ

Shares Held

347

+5.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2022

13 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Financial Services · as of Mar 31, 2026

Cornerstone Planning Group LLC holds $1,058,542 across 35 Asset Management names. RJF ranks #7 (4.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AMP	Ameriprise Financial Inc	522	$231,976
2	BLK	BlackRock, Inc.	138	$132,715
3	KKR	KKR & Co. Inc.	1,040	$96,200
4	EQH	Equitable Holdings, Inc.	2,042	$75,778
5	APO	Apollo Global Management, Inc.	570	$63,509
6	EOS	Eaton Vance Enhanced Equity Income Fund II	2,715	$55,548
7	RJF	Raymond James Financial Inc This page	347	$50,242
8	NZF	Nuveen Municipal Credit Income Fund	3,445	$41,960

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$50,242	347	+5.8%	Shares	Sole	2026-05-06
2025-12-31	$52,673	328	+1950.0%	Shares	Sole	2026-02-02
2025-09-30	$2,761	16	-86.8%	Shares	Sole	2025-11-04
2025-06-30	$18,557	121	-16.6%	Shares	Sole	2025-08-11
2025-03-31	$20,141	145	+95.9%	Shares	Sole	2025-04-30
2024-12-31	$11,494	74	-1.3%	Shares	Sole	2025-01-29
2024-09-30	$9,184	75	-26.5%	Shares	Sole	2024-11-05
2024-06-30	$12,608	102	-13.6%	Shares	Sole	2024-08-13
2024-03-31	$15,153	118	+7.3%	Shares	Sole	2024-05-07
2023-12-31	$12,265	110	-1.8%	Shares	Sole	2024-02-12
2023-09-30	$11,248	112	+0.9%	Shares	Sole	2023-11-08
2023-06-30	$11,518	111	+65.7%	Shares	Sole	2023-08-15
2022-12-31	$7,158	67	—	Shares	Sole	2023-02-14
No filing history on record for this holder in this stock.