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Cornerstone Wealth Group, LLC

SEC CIK
0001774879
Latest filing
Jul 27, 2026

RJF holding history

Raymond James Financial Inc in every 13F filed by Cornerstone Wealth Group, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

RJF overviewAll 13F holders of RJFFull Q2 2026 holdings

Shares (Q2 2026)
2,587
Value
$393.4K
% of portfolio
<0.1%
Quarters held
10
Since Q1 2024
Holdings of RJF by Cornerstone Wealth Group, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,587$393.4K<0.1%+81+3.2%AddedHolders
Q1 20262,506$387.2K<0.1%−42−1.6%ReducedHolders
Q4 20252,548$409.1K<0.1%+45+1.8%AddedHolders
Q3 20252,503$431.9K<0.1%+6+0.2%AddedHolders
Q2 20252,497$383.0K<0.1%+127+5.4%AddedHolders
Q1 20252,370$329.1K<0.1%+36+1.5%AddedHolders
Q4 20242,334$362.5K<0.1%+11+0.5%AddedHolders
Q3 20242,323$284.5K<0.1%−10−0.4%ReducedHolders
Q2 20242,333$288.4K<0.1%+29+1.3%AddedHolders
Q1 20242,304$295.9K<0.1%+2,304NewHolders