Cornerstone Advisory’s Citigroup C Stock Holding History

Cornerstone Advisory’s Portfolio C Stock Details C Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$278K	Buy	2,146 +563	+36%	+$75.8K	0.02%	236
2026 Q2	$222K	Buy	+1,583	New	+$206K	0.02%	252
2022 Q1	–	Sell	-3,948	Closed	-$238K	–	285
2021 Q4	$238K	Buy	+3,948	New	+$263K	0.03%	230
2021 Q2	–	Sell	-7,836	Closed	-$570K	–	218
2021 Q1	$570K	Buy	7,836 +3,045	+64%	+$203K	0.11%	141
2020 Q4	$295K	Sell	4,791 -701	-13%	-$35.6K	0.06%	173
2020 Q3	$237K	Buy	+5,492	New	+$274K	0.06%	166
2019 Q3	–	Sell	-3,008	Closed	-$211K	–	159
2019 Q2	$211K	Buy	+3,008	New	+$201K	0.05%	150

Other funds holding C

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return

Cornerstone Advisory's C Position: Q3 2026 in Review

Cornerstone Advisory increased its Citigroup (C) stake by 36% in Q3 2026, buying an estimated $75.8K and bringing the position to 2,146 shares worth $278K. The position accounts for 0.02% of the portfolio, ranked #236.

Cornerstone Advisory first reported a position in C in Q2 2019 and has held it in 7 quarters since. The position peaked at $570K in Q1 2021. 1,537 funds tracked by Wall St. Rank hold C as of Q3 2026.

Cornerstone Advisory held 2,146 shares of Citigroup worth $278K as of Q3 2026.
Cornerstone Advisory bought 563 Citigroup shares in Q3 2026, an estimated $75.8K.
Citigroup made up 0.02% of Cornerstone Advisory's portfolio in Q3 2026, its #236 holding.
Cornerstone Advisory first reported a position in Citigroup in Q2 2019 and has held it in 7 quarters since.
Cornerstone Advisory's Citigroup position peaked at $570K in Q1 2021.
1,537 funds tracked by Wall St. Rank held Citigroup as of Q3 2026.

Based on Cornerstone Advisory's 13F filing for Q3 2026, filed 6 Nov 2026.