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Cornerstone Wealth Group’s Citigroup C Stock Holding History

Cornerstone Wealth 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 		$7.36M Sell
52,619
-9,212
-15% -$1.2M 0.44% 63
2026
Q1 		$8.14M Buy
61,831
+6,398
+12% +$729K 0.52% 51
2025
Q4 		$6.47M Buy
55,433
+208
+0.4% +$21.6K 0.44% 67
2025
Q3 		$5.61M Sell
55,225
-880
-2% -$83.5K 0.38% 74
2025
Q2 		$4.78M Buy
56,105
+2,068
+4% +$149K 0.36% 78
2025
Q1 		$3.84M Sell
54,037
-3,489
-6% -$266K 0.32% 93
2024
Q4 		$4.05M Buy
57,526
+1,624
+3% +$109K 0.33% 79
2024
Q3 		$3.5M Buy
55,902
+249
+0.4% +$15.4K 0.29% 89
2024
Q2 		$3.53M Buy
55,653
+389
+0.7% +$24K 0.31% 83
2024
Q1 		$3.49M Sell
55,264
-664
-1% -$36.9K 0.32% 80
2023
Q4 		$2.88M Sell
55,928
-36,990
-40% -$1.64M 0.41% 72
2023
Q3 		$3.82M Sell
92,918
-1,908
-2% -$83.7K 0.68% 49
2023
Q2 		$4.37M Sell
94,826
-112
-0.1% -$5.25K 0.79% 41
2023
Q1 		$4.45M Buy
+94,938
New +$4.66M 0.79% 41
2021
Q3 		– Sell
-4,080
Closed -$266K – 153
2021
Q2 		$266K Sell
4,080
-96,711
-96% -$7.16M 0.05% 128
2021
Q1 		$7.12M Buy
+100,791
New +$6.73M 1.45% 11
2020
Q1 		– Sell
-23,435
Closed -$1.87M – 120
2019
Q4 		$1.87M Sell
23,435
-1,551
-6% -$115K 0.51% 67
2019
Q3 		$1.73M Sell
24,986
-687
-3% -$46.7K 0.43% 69
2019
Q2 		$1.8M Sell
25,673
-2,563
-9% -$172K 0.48% 57
2019
Q1 		$1.76M Buy
+28,236
New +$1.75M 0.44% 48

Other funds holding C

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Cornerstone Wealth Group reduced its Citigroup (C) stake by 15% in Q2 2026, selling an estimated $1.2M and leaving 52,619 shares worth $7.36M. The position accounts for 0.44% of the portfolio, ranked #63.

Cornerstone Wealth Group first reported a position in C in Q1 2019 and has held it in 20 quarters since. The position peaked at $8.14M in Q1 2026. 2,634 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Cornerstone Wealth Group held 52,619 shares of Citigroup worth $7.36M as of Q2 2026.
  • Cornerstone Wealth Group sold 9,212 Citigroup shares in Q2 2026, an estimated $1.2M.
  • Citigroup made up 0.44% of Cornerstone Wealth Group's portfolio in Q2 2026, its #63 holding.
  • Cornerstone Wealth Group first reported a position in Citigroup in Q1 2019 and has held it in 20 quarters since.
  • Cornerstone Wealth Group's Citigroup position peaked at $8.14M in Q1 2026.
  • 2,634 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Cornerstone Wealth Group's 13F filing for Q2 2026, filed 27 Jul 2026.