Envestnet Asset Management’s Citigroup C Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $389M | Sell |
2,782,648
-120,807
| -4% | -$15.7M | 0.09% | 188 |
|
|
2026
Q1 | $329M | Buy |
2,903,455
+403,985
| +16% | +$46M | 0.09% | 214 |
|
|
2025
Q4 | $292M | Sell |
2,499,470
-392,508
| -14% | -$40.8M | 0.09% | 215 |
|
|
2025
Q3 | $294M | Sell |
2,891,978
-438,475
| -13% | -$41.6M | 0.08% | 223 |
|
|
2025
Q2 | $283M | Buy |
3,330,453
+111,671
| +3% | +$8.07M | 0.08% | 220 |
|
|
2025
Q1 | $229M | Buy |
3,218,782
+8,332
| +0.3% | +$635K | 0.07% | 261 |
|
|
2024
Q4 | $226M | Buy |
3,210,450
+67,928
| +2% | +$4.58M | 0.07% | 248 |
|
|
2024
Q3 | $197M | Sell |
3,142,522
-137,163
| -4% | -$8.48M | 0.06% | 284 |
|
|
2024
Q2 | $208M | Buy |
3,279,685
+47,754
| +1% | +$2.94M | 0.07% | 250 |
|
|
2024
Q1 | $204M | Buy |
3,231,931
+227,799
| +8% | +$12.7M | 0.08% | 253 |
|
|
2023
Q4 | $155M | Buy |
3,004,132
+118,564
| +4% | +$5.25M | 0.06% | 290 |
|
|
2023
Q3 | $119M | Buy |
2,885,568
+959,040
| +50% | +$42.1M | 0.05% | 333 |
|
|
2023
Q2 | $88.7M | Buy |
1,926,528
+101,189
| +6% | +$4.74M | 0.04% | 370 |
|
|
2023
Q1 | $85.6M | Sell |
1,825,339
-16,103
| -0.9% | -$790K | 0.04% | 369 |
|
|
2022
Q4 | $83.3M | Sell |
1,841,442
-53,353
| -3% | -$2.42M | 0.04% | 354 |
|
|
2022
Q3 | $79M | Buy |
1,894,795
+111,909
| +6% | +$5.53M | 0.05% | 336 |
|
|
2022
Q2 | $82M | Buy |
1,782,886
+218,917
| +14% | +$11M | 0.05% | 330 |
|
|
2022
Q1 | $83.5M | Sell |
1,563,969
-6,952
| -0.4% | -$429K | 0.04% | 347 |
|
|
2021
Q4 | $94.9M | Sell |
1,570,921
-100,441
| -6% | -$6.68M | 0.05% | 326 |
|
|
2021
Q3 | $117M | Buy |
1,671,362
+90,625
| +6% | +$6.33M | 0.06% | 256 |
|
|
2021
Q2 | $112M | Buy |
1,580,737
+81,491
| +5% | +$6.03M | 0.06% | 248 |
|
|
2021
Q1 | $109M | Buy |
1,499,246
+434,569
| +41% | +$29M | 0.07% | 226 |
|
|
2020
Q4 | $65.6M | Sell |
1,064,677
-71,065
| -6% | -$3.61M | 0.05% | 283 |
|
|
2020
Q3 | $49M | Sell |
1,135,742
-44,746
| -4% | -$2.23M | 0.04% | 306 |
|
|
2020
Q2 | $60.3M | Buy |
1,180,488
+30,257
| +3% | +$1.44M | 0.06% | 248 |
|
|
2020
Q1 | $48.4M | Buy |
1,150,231
+182,663
| +19% | +$12.3M | 0.06% | 243 |
|
|
2019
Q4 | $77.3M | Buy |
967,568
+100,963
| +12% | +$7.46M | 0.08% | 184 |
|
|
2019
Q3 | $59.9M | Buy |
866,605
+54,549
| +7% | +$3.71M | 0.07% | 223 |
|
|
2019
Q2 | $56.9M | Buy |
812,056
+45,284
| +6% | +$3.03M | 0.07% | 206 |
|
|
2019
Q1 | $47.7M | Buy |
766,772
+123,989
| +19% | +$7.7M | 0.07% | 220 |
|
|
2018
Q4 | $33.5M | Buy |
642,783
+617,701
| +2,463% | +$39.1M | 0.05% | 253 |
|
|
2018
Q3 | $1.8M | Sell |
25,082
-72,177
| -74% | -$5.1M | ﹤0.01% | 628 |
|
|
2018
Q2 | $6.51M | Sell |
97,259
-6,566
| -6% | -$452K | 0.01% | 420 |
|
|
2018
Q1 | $7.02M | Sell |
103,825
-325,903
| -76% | -$24.5M | 0.02% | 313 |
|
|
2017
Q4 | $32M | Buy |
429,728
+2,867
| +0.7% | +$212K | 0.07% | 146 |
|
|
2017
Q3 | $31M | Buy |
426,861
+29,053
| +7% | +$1.98M | 0.07% | 139 |
|
|
2017
Q2 | $26.6M | Buy |
397,808
+108,445
| +37% | +$6.65M | 0.07% | 162 |
|
|
2017
Q1 | $17.3M | Sell |
289,363
-12,129
| -4% | -$717K | 0.06% | 230 |
|
|
2016
Q4 | $17.9M | Buy |
301,492
+22,107
| +8% | +$1.19M | 0.07% | 214 |
|
|
2016
Q3 | $13.2M | Sell |
279,385
-142,721
| -34% | -$6.49M | 0.05% | 266 |
|
|
2016
Q2 | $17.9M | Sell |
422,106
-38,945
| -8% | -$1.72M | 0.07% | 245 |
|
|
2016
Q1 | $19.2M | Buy |
461,051
+15,996
| +4% | +$668K | 0.08% | 213 |
|
|
2015
Q4 | $23M | Sell |
445,055
-44,508
| -9% | -$2.36M | 0.1% | 177 |
|
|
2015
Q3 | $24.3M | Buy |
489,563
+41,422
| +9% | +$2.26M | 0.12% | 146 |
|
|
2015
Q2 | $24.8M | Buy |
448,141
+49,037
| +12% | +$2.67M | 0.12% | 171 |
|
|
2015
Q1 | $20.6M | Buy |
399,104
+389,531
| +4,069% | +$19.8M | 0.11% | 197 |
|
|
2014
Q4 | $518K | Sell |
9,573
-5,255
| -35% | -$279K | 0.01% | 704 |
|
|
2014
Q3 | $768K | Buy |
14,828
+9,442
| +175% | +$475K | 0.01% | 662 |
|
|
2014
Q2 | $254K | Sell |
5,386
-8,416
| -61% | -$400K | ﹤0.01% | 935 |
|
|
2014
Q1 | $657K | Buy |
13,802
+1,656
| +14% | +$82.5K | 0.01% | 592 |
|
|
2013
Q4 | $633K | Sell |
12,146
-2,668
| -18% | -$135K | 0.01% | 567 |
|
|
2013
Q3 | $719K | Buy |
14,814
+2,458
| +20% | +$124K | 0.01% | 514 |
|
|
2013
Q2 | $593K | Buy |
+12,356
| New | +$594K | 0.01% | 538 |
|
Other funds holding C
AACR
ECSS
SP
Envestnet Asset Management's C Position: Q2 2026 in Review
Envestnet Asset Management reduced its Citigroup (C) stake by 4.2% in Q2 2026, selling an estimated $15.7M and leaving 2,782,648 shares worth $389M. The position accounts for 0.09% of the portfolio, ranked #188.
Envestnet Asset Management first reported a position in C in Q2 2013 and has held it in 53 quarters since. 1,327 funds tracked by Wall St. Rank hold C as of Q2 2026.
- Envestnet Asset Management held 2,782,648 shares of Citigroup worth $389M as of Q2 2026.
- Envestnet Asset Management sold 120,807 Citigroup shares in Q2 2026, an estimated $15.7M.
- Citigroup made up 0.09% of Envestnet Asset Management's portfolio in Q2 2026, its #188 holding.
- Envestnet Asset Management first reported a position in Citigroup in Q2 2013 and has held it in 53 quarters since.
- 1,327 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.
Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.