DOSSIER · 13F-HR · Q1 2026
Cornerstone National Bank & Trust Co
$271M in tracked AUM across 269 positions as of Q1 2026.
CN
CIK 0002104293 · last filed Mar 31, 2026
AI Analysis · Q1 2026
Portfolio Overview
Cornerstone National Bank & Trust Co. manages a moderately sized investment portfolio totaling approximately $250.70 million as of December 31, 2025. The portfolio exhibits a high degree of diversification, comprising 253 total holdings. Over the quarter, the firm saw a modest portfolio appreciation of +2.2%, growing from $245.23 million.
The investment strategy appears to be a hybrid "Core and Satellite" approach. The "Core" consists of broad-market and fixed...
Quarter at a glance — Q1 2026
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q1 2026.
Filing history
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