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 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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cornerstone Advisory's C Position: Q2 2026 in Review

Cornerstone Advisory opened a new position in Citigroup (C) in Q2 2026: 1,583 shares worth $222K. The stake represents 0.02% of the portfolio and ranks #252 among its holdings. This is a return to the name: Cornerstone Advisory previously reported a position in C as recently as Q4 2021.

Cornerstone Advisory first reported a position in C in Q2 2019 and has held it in 6 quarters since. The position peaked at $570K in Q1 2021. 2,639 funds tracked by Wall St. Rank hold C as of Q2 2026.

Cornerstone Advisory held 1,583 shares of Citigroup worth $222K as of Q2 2026.
Citigroup was a new Cornerstone Advisory position in Q2 2026.
Citigroup made up 0.02% of Cornerstone Advisory's portfolio in Q2 2026, its #252 holding.
Cornerstone Advisory first reported a position in Citigroup in Q2 2019 and has held it in 6 quarters since.
Cornerstone Advisory's Citigroup position peaked at $570K in Q1 2021.
2,639 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Cornerstone Advisory's 13F filing for Q2 2026, filed 29 Jul 2026.