Cornerstone Planning Group LLC

Position in C — Citigroup Inc

CIK 1822587 FAIRFIELD, NJ

Position in C

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

Position Value

$138,280

+$26,458 QoQ

Shares Held

988

+0.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.14%

of 13F equity value

Holder Rank

#2,338

of 2,629 holders

Holding Since

Dec 2022

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Cornerstone Planning Group LLC holds $3,422,911 across 18 Banks - Diversified names. C ranks #4 (4.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	7,337	$2,401,620
2	BAC	Bank Of America Corp /De/	3,143	$179,088
3	WFC	Wells Fargo & Company/Mn	1,696	$140,157
4	C	Citigroup Inc This page	988	$138,280
5	BNY	Bank of New York Mellon Corp	568	$82,138
6	HSBC	Hsbc Holdings PLC	610	$58,004
7	RY	Royal Bank Of Canada	274	$56,709
8	UBS	UBS Group AG	1,137	$56,349

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$138,280	988	+0.2%	Shares	Sole	2026-07-29
2026-03-31	$111,822	986	+29.2%	Shares	Sole	2026-05-06
2025-12-31	$89,034	763	-0.8%	Shares	Sole	2026-02-02
2025-09-30	$78,053	769	+34.0%	Shares	Sole	2025-11-04
2025-06-30	$48,858	574	-0.5%	Shares	Sole	2025-08-11
2025-03-31	$40,961	577	+68.2%	Shares	Sole	2025-04-30
2024-12-31	$24,143	343	+5.9%	Shares	Sole	2025-01-29
2024-09-30	$20,282	324	-21.2%	Shares	Sole	2024-11-05
2024-06-30	$26,082	411	-7.8%	Shares	Sole	2024-08-13
2024-03-31	$28,205	446	+3.7%	Shares	Sole	2024-05-07
2023-12-31	$22,119	430	+81.4%	Shares	Sole	2024-02-12
2023-09-30	$9,747	237	-37.3%	Shares	Sole	2023-11-08
2023-06-30	$17,403	378	-20.9%	Shares	Sole	2023-08-15
2022-12-31	$21,619	478	—	Shares	Sole	2023-02-14
No filing history on record for this holder in this stock.