CWM
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Cornerstone Wealth Management’s Citigroup C Stock Holding History

Cornerstone Wealth Management’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 		$2.4M Sell
17,178
-4,116
-19% -$536K 0.1% 186
2026
Q1 		$2.41M Buy
21,294
+10,901
+105% +$1.24M 0.12% 167
2025
Q4 		$1.21M Buy
10,393
+87
+0.8% +$9.04K 0.06% 261
2025
Q3 		$1.05M Sell
10,306
-390
-4% -$37K 0.06% 276
2025
Q2 		$910K Buy
10,696
+652
+6% +$47.1K 0.06% 285
2025
Q1 		$713K Buy
10,044
+38
+0.4% +$2.9K 0.05% 309
2024
Q4 		$704K Buy
10,006
+2,925
+41% +$197K 0.05% 296
2024
Q3 		$443K Sell
7,081
-469
-6% -$29K 0.03% 381
2024
Q2 		$479K Sell
7,550
-81
-1% -$4.99K 0.04% 341
2024
Q1 		$483K Sell
7,631
-967
-11% -$53.8K 0.04% 334
2023
Q4 		$442K Sell
8,598
-2,149
-20% -$95.1K 0.04% 341
2023
Q3 		$442K Sell
10,747
-504
-4% -$22.1K 0.04% 331
2023
Q2 		$518K Buy
11,251
+1,651
+17% +$77.3K 0.05% 301
2023
Q1 		$450K Buy
+9,600
New +$471K 0.04% 295
2022
Q3 		$406K Buy
9,740
+26
+0.3% +$1.28K 0.05% 296
2022
Q2 		$447K Buy
9,714
+2,125
+28% +$106K 0.05% 284
2022
Q1 		$405K Sell
7,589
-218
-3% -$13.5K 0.04% 314
2021
Q4 		$469K Sell
7,807
-218
-3% -$14.5K 0.04% 299
2021
Q3 		$563K Buy
8,025
+752
+10% +$52.6K 0.06% 250
2021
Q2 		$515K Buy
7,273
+370
+5% +$27.4K 0.05% 277
2021
Q1 		$502K Sell
6,903
-886
-11% -$59.1K 0.06% 272
2020
Q4 		$480K Buy
7,789
+290
+4% +$14.7K 0.06% 257
2020
Q3 		$323K Sell
7,499
-1,256
-14% -$62.6K 0.05% 287
2020
Q2 		$447K Sell
8,755
-174
-2% -$8.26K 0.07% 230
2020
Q1 		$376K Sell
8,929
-766
-8% -$51.4K 0.07% 235
2019
Q4 		$775K Buy
9,695
+81
+0.8% +$5.99K 0.13% 158
2019
Q3 		$664K Sell
9,614
-76
-0.8% -$5.17K 0.12% 174
2019
Q2 		$682K Sell
9,690
-2,990
-24% -$200K 0.12% 171
2019
Q1 		$1.49M Buy
12,680
+3,710
+41% +$230K 0.18% 138
2018
Q4 		$465K Sell
8,970
-631,927
-99% -$40M 0.1% 204
2018
Q3 		$8.5M Buy
640,897
+59,846
+10% +$4.23M 0.11% 201
2018
Q2 		$8.65M Buy
581,051
+573,416
+7,510% +$39.5M 0.1% 219
2018
Q1 		$520K Sell
7,635
-905
-11% -$68K 0.1% 208
2017
Q4 		$634K Buy
8,540
+40
+0.5% +$2.96K 0.12% 170
2017
Q3 		$637K Buy
8,500
+787
+10% +$53.7K 0.13% 153
2017
Q2 		$522K Buy
7,713
+1,303
+20% +$79.9K 0.12% 173
2017
Q1 		$383K Buy
6,410
+2,626
+69% +$155K 0.09% 212
2016
Q4 		$229K Buy
+3,784
New +$204K 0.07% 246

Other funds holding C

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
MIF
Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return
SFA
Spectrum Financial Alliance Nicholasville, Kentucky $679M AUM 83.74% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

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

Cornerstone Wealth Management reduced its Citigroup (C) stake by 19% in Q2 2026, selling an estimated $536K and leaving 17,178 shares worth $2.4M. The position accounts for 0.1% of the portfolio, ranked #186.

Cornerstone Wealth Management first reported a position in C in Q4 2016 and has held it in 38 quarters since. The position peaked at $8.65M in Q2 2018. 803 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Cornerstone Wealth Management held 17,178 shares of Citigroup worth $2.4M as of Q2 2026.
  • Cornerstone Wealth Management sold 4,116 Citigroup shares in Q2 2026, an estimated $536K.
  • Citigroup made up 0.1% of Cornerstone Wealth Management's portfolio in Q2 2026, its #186 holding.
  • Cornerstone Wealth Management first reported a position in Citigroup in Q4 2016 and has held it in 38 quarters since.
  • Cornerstone Wealth Management's Citigroup position peaked at $8.65M in Q2 2018.
  • 803 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Cornerstone Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.