Cornerstone Planning Group LLC

Position in UBS — UBS Group AG

CIK 1822587 FAIRFIELD, NJ

Position in UBS

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

Position Value

$56,349

+$11,692 QoQ

Shares Held

1,137

-0.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#604

of 762 holders

Holding Since

Dec 2022

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Cornerstone Planning Group LLC holds $3,422,911 across 18 Banks - Diversified names. UBS ranks #8 (1.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	7,337	$2,401,620
2	BAC	Bank Of America Corp /De/	3,143	$179,088
3	WFC	Wells Fargo & Company/Mn	1,696	$140,157
4	C	Citigroup Inc	988	$138,280
5	BNY	Bank of New York Mellon Corp	568	$82,138
6	HSBC	Hsbc Holdings PLC	610	$58,004
7	RY	Royal Bank Of Canada	274	$56,709
8	UBS	UBS Group AG This page	1,137	$56,349

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$56,349	1,137	-0.5%	Shares	Sole	2026-07-29
2026-03-31	$44,657	1,143	+18.0%	Shares	Sole	2026-05-06
2025-12-31	$44,874	969	+1013.8%	Shares	Sole	2026-02-02
2025-09-30	$3,567	87	-75.4%	Shares	Sole	2025-11-04
2025-06-30	$11,938	353	-28.5%	Shares	Sole	2025-08-11
2025-03-31	$15,131	494	+164.2%	Shares	Sole	2025-04-30
2024-12-31	$5,669	187	+130.9%	Shares	Sole	2025-01-29
2024-09-30	$2,503	81	+12.5%	Shares	Sole	2024-11-05
2024-06-30	$2,126	72	+300.0%	Shares	Sole	2024-08-13
2024-03-31	$552	18	+500.0%	Shares	Sole	2024-05-07
2023-12-31	$92	3	0.0%	Shares	Sole	2024-02-12
2023-09-30	$73	3	-97.8%	Shares	Sole	2023-11-08
2023-06-30	$2,736	135	-6.9%	Shares	Sole	2023-08-15
2022-12-31	$2,707	145	—	Shares	Sole	2023-02-14
No filing history on record for this holder in this stock.