Cornerstone Wealth Group, LLC

SEC CIK: 0001774879
Latest filing: Jul 27, 2026

SEC filings (opens in a new tab)

CFG holding history

Citizens Financial Group Inc in every 13F filed by Cornerstone Wealth Group, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

CFG overview All 13F holders of CFG Full Q2 2026 holdings

Shares (Q2 2026): 3,887
Value: $272.4K
% of portfolio: <0.1%
Quarters held: 3; Since Q1 2021

Holdings of CFG by Cornerstone Wealth Group, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	3,887	$272.4K	<0.1%	+571+17.2%	Added	Holders
Q1 2026	3,316	$216.5K	<0.1%	+3,316	New	Holders
Q2 2021	0	$0	0.0%	−118,087−100.0%	Sold out	Holders
Q1 2021	118,087	$5.20M	1.1%	–	–	Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.