Cornerstone Advisory, LLC

Position in C — Citigroup Inc

CIK 1668189 HUNT VALLEY, MD

Position in C

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$221,556

-$16,863 QoQ

Shares Held

1,583

-59.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#2,226

of 2,621 holders

Holding Since

Sep 2020

5 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Cornerstone Advisory, LLC holds $7,118,657 across 4 Banks - Diversified names. C ranks #4 (3.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	14,225	$4,656,269
2	BAC	Bank Of America Corp /De/	26,935	$1,534,756
3	WFC	Wells Fargo & Company/Mn	8,544	$706,076
4	C	Citigroup Inc This page	1,583	$221,556

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$221,556	1,583	-59.9%	Shares	Sole	2026-07-29
2021-12-31	$238,419	3,948	-49.6%	Shares	Sole	2022-02-23
2021-03-31	$570,069	7,836	+63.6%	Shares	Sole	2021-05-13
2020-12-31	$295,413	4,791	-12.8%	Shares	Sole	2021-05-11
2020-09-30	$236,760	5,492	—	Shares	Sole	2020-11-12
No filing history on record for this holder in this stock.