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Sound Finl Ban shares owned by Cornerstone Planning Group

Quarter-by-quarter ownership of Sound Finl Ban (SFBC) shares owned by Cornerstone Planning Group from 13F filings

Historical chart of Cornerstone Planning Group investment in Sound Finl Ban

Tip: Access up to 7 years of quarterly data

All positions including Sound Finl Ban held by Cornerstone Planning Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Sound Finl Ban by Cornerstone Planning Group

Quarter filed Position value Share count Share price at filing
2026-03-31 $378 9 42.11

More positions owned by Cornerstone Planning Group

Invesco Nasdaq 100 Etf Exchange Traded Fund (QQQM)
Fidelity Enhanced International Etf Exchange Traded Fund (FENI)
Schwab Fundamental U.s. Large Company Etf Exchange Traded Fund (FNDX)
Vanguard Intermediate-term Bond Etf Exchange Traded Fund (BIV)
Ishares U.s. Smallcap Equity Factor Etf Exchange Traded Fund (SMLF)
Ishares Morningstar Mid-cap Growth Etf Exchange Traded Fund (IMCG)
Ishares Convertible Bond Etf Exchange Traded Fund (ICVT)
Ishares High Yield Systematic Bond Etf Exchange Traded Fund (HYDB)
Ishares Residential And Multisector Real Estate Etf Exchange Traded Fund (REZ)
First Trust Long/short Equity Etf Exchange Traded Fund (FTLS)
Invesco Qqq Trust Series I Exchange Traded Fund (QQQ)
Schwab Fundamental Emerging Markets Equity Etf Exchange Traded Fund (FNDE)
State Street Spdr S&p North American Natural Resources Etf Exchange Traded Fund (NANR)
Vanguard Ftse Developed Markets Etf Exchange Traded Fund (VEA)
Victoryshares Short-term Bond Etf Exchange Traded Fund (USTB)

View all positions for Cornerstone Planning Group

Top funds holding Sound Finl Ban

Stilwell Value
Alliancebernstein
Graham Capital Wealth Management
Vanguard Capital Management
BlackRock
Kennedy Capital Management
Vanguard Group
Geode Capital Management
Pacific Sage Partners
Oppenheimer & Close
State Street Corporation
Dimensional Fund Advisors
Northern Trust
Financial Insights
Goldman Sachs Group

View all funds holding Sound Finl Ban