CFM
CTRA

Cornerstone Financial Management’s Coterra Energy CTRA Stock Holding History

Cornerstone Financial Management’s Portfolio CTRA Stock Details CTRA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.85K Hold
81
– – ﹤0.01% 629
2025
Q4 		$2.13K Buy
+81
New +$2.04K ﹤0.01% 665

Other funds holding CTRA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Cornerstone Financial Management's CTRA Position: Q1 2026 in Review

Cornerstone Financial Management held its Coterra Energy (CTRA) position steady in Q1 2026 at 81 shares worth $2.85K. The position accounts for ﹤0.01% of the portfolio, ranked #629.

Cornerstone Financial Management first reported a position in CTRA in Q4 2025 and has held it in 2 quarters since. 956 funds tracked by Wall St. Rank hold CTRA as of Q1 2026.

  • Cornerstone Financial Management held 81 shares of Coterra Energy worth $2.85K as of Q1 2026.
  • Cornerstone Financial Management left its Coterra Energy share count unchanged in Q1 2026.
  • Coterra Energy made up ﹤0.01% of Cornerstone Financial Management's portfolio in Q1 2026, its #629 holding.
  • Cornerstone Financial Management first reported a position in Coterra Energy in Q4 2025 and has held it in 2 quarters since.
  • 956 funds tracked by Wall St. Rank held Coterra Energy as of Q1 2026.

Based on Cornerstone Financial Management's 13F filing for Q1 2026, filed 8 May 2026.