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Cornerstone Planning Group’s Citigroup C Stock Holding History

Cornerstone Planning Group’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 		$131K Buy
988
+2
+0.2% +$260 0.02% 207
2026
Q1 		$126K Buy
986
+223
+29% +$25.4K 0.02% 215
2025
Q4 		$87.1K Sell
763
-6
-0.8% -$623 0.01% 230
2025
Q3 		$77K Buy
769
+195
+34% +$18.5K 0.01% 249
2025
Q2 		$52.5K Sell
574
-3
-0.5% -$217 0.01% 234
2025
Q1 		$38.2K Buy
577
+234
+68% +$17.8K 0.01% 285
2024
Q4 		$27.8K Buy
343
+19
+6% +$1.28K 0.01% 260
2024
Q3 		$21K Sell
324
-87
-21% -$5.38K 0.01% 293
2024
Q2 		$23.1K Sell
411
-35
-8% -$2.16K 0.01% 296
2024
Q1 		$27.4K Buy
446
+16
+4% +$890 0.01% 256
2023
Q4 		$22.1K Buy
430
+193
+81% +$8.54K 0.01% 305
2023
Q3 		$9.73K Sell
237
-141
-37% -$6.19K ﹤0.01% 425
2023
Q2 		$17.4K Buy
+378
New +$17.7K 0.01% 462
2022
Q4 		$23.6K Buy
+478
New +$21.7K 0.01% 410

Other funds holding C

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Cornerstone Planning Group's C Position: Q2 2026 in Review

Cornerstone Planning Group increased its Citigroup (C) stake by 0.2% in Q2 2026, buying an estimated $260 and bringing the position to 988 shares worth $131K. The position accounts for 0.02% of the portfolio, ranked #207.

Cornerstone Planning Group first reported a position in C in Q4 2022 and has held it in 14 quarters since. 1,656 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Cornerstone Planning Group held 988 shares of Citigroup worth $131K as of Q2 2026.
  • Cornerstone Planning Group bought 2 Citigroup shares in Q2 2026, an estimated $260.
  • Citigroup made up 0.02% of Cornerstone Planning Group's portfolio in Q2 2026, its #207 holding.
  • Cornerstone Planning Group first reported a position in Citigroup in Q4 2022 and has held it in 14 quarters since.
  • 1,656 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

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