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Cornerstone Planning Group LLC

SEC CIK
0001822587
Latest filing
Jul 29, 2026

TROW holding history

Price T Rowe Group 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.

TROW overviewAll 13F holders of TROWFull Q2 2026 holdings

Shares (Q2 2026)
30
Value
$3.50K
% of portfolio
<0.1%
Quarters held
10
Since Q3 2023
Holdings of TROW by Cornerstone Planning Group LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202630$3.50K<0.1%−1−3.2%ReducedHolders
Q1 202631$3.14K<0.1%+7+29.2%AddedHolders
Q4 202524$2.53K<0.1%−174−87.9%ReducedHolders
Q3 2025198$24.3K<0.1%+168+560.0%AddedHolders
Q2 202530$3.17K<0.1%+18+150.0%AddedHolders
Q1 202512$1.04K<0.1%+6+100.0%AddedHolders
Q4 20246$682<0.1%00.0%UnchangedHolders
Q3 20246$674<0.1%+3+100.0%AddedHolders
Q2 20243$310<0.1%+3NewHolders
Q4 20230$00.0%−8−100.0%Sold outHolders
Q3 20238$839<0.1%+8NewHolders