Cornerstone Planning Group LLC
- SEC CIK
- 0001822587
- Latest filing
- Jul 29, 2026
BANC holding history
Banc of California, Inc. in every 13F filed by Cornerstone Planning Group LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
BANC overviewAll 13F holders of BANCFull Q2 2026 holdings
- Shares (Q1 2026)
- 0
- Sold out in Q1 2026
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 7
- Since Q4 2023
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q1 2026 | 0 | $0 | 0.0% | −29−100.0% | Sold out | Holders |
| Q4 2025 | 29 | $582 | <0.1% | +29 | New | Holders |
| Q2 2025 | 0 | $0 | 0.0% | −150−100.0% | Sold out | Holders |
| Q1 2025 | 150 | $2.06K | <0.1% | +1+0.7% | Added | Holders |
| Q4 2024 | 149 | $2.39K | <0.1% | +1+0.7% | Added | Holders |
| Q3 2024 | 148 | $2.34K | <0.1% | 00.0% | Unchanged | Holders |
| Q2 2024 | 148 | $1.85K | <0.1% | +1+0.7% | Added | Holders |
| Q1 2024 | 147 | $2.14K | <0.1% | +3+2.1% | Added | Holders |
| Q4 2023 | 144 | $1.93K | <0.1% | +144 | New | Holders |