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Equibles

Cornerstone Planning Group LLC

Position in SF — Stifel Financial Corp

CIK 1822587 FAIRFIELD, NJ
Back to SF Full portfolio

Position in SF

as of Jun 30, 2026 · filed Jul 29, 2026
Position Value
$3,907
-$4,372 QoQ
Shares Held
56
-50.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#543
of 597 holders
Holding Since
Dec 2022
14 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in SF 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. SF ranks #11 (0.8% 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.
 153 $9,582
8 LPLA
LPL Financial Holdings Inc.
 32 $9,013

All Filings in SF

Export CSV
14 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $3,907 56
2026-03-31 $8,279 112
2025-12-31 $9,266 74
2025-09-30 $12,254 108
2025-06-30 $8,925 86
2025-03-31 $14,233 151
2024-12-31 $10,183 96
2024-09-30 $9,671 103
2024-06-30 $11,865 141
2024-03-31 $12,741 163
2023-12-31 $11,064 160
2023-09-30 $10,137 165
2023-06-30 $11,158 187
2022-12-31 $5,370 92