Envestnet Portfolio Solutions
C icon

Envestnet Portfolio Solutions’s Citigroup C Stock Holding History

Envestnet Portfolio Solutions’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 		$5.06M Sell
36,170
-16
-0% -$2.08K 0.02% 329
2026
Q1 		$4.1M Sell
36,186
-16,564
-31% -$1.89M 0.02% 320
2025
Q4 		$6.16M Buy
52,750
+601
+1% +$62.4K 0.02% 324
2025
Q3 		$5.29M Sell
52,149
-5,913
-10% -$561K 0.02% 341
2025
Q2 		$4.94M Buy
58,062
+3,238
+6% +$234K 0.02% 364
2025
Q1 		$3.89M Sell
54,824
-19,391
-26% -$1.48M 0.01% 424
2024
Q4 		$5.22M Buy
74,215
+6,340
+9% +$427K 0.02% 385
2024
Q3 		$4.25M Sell
67,875
-5,442
-7% -$337K 0.01% 430
2024
Q2 		$4.65M Buy
73,317
+8,593
+13% +$530K 0.02% 386
2024
Q1 		$4.09M Buy
64,724
+16,802
+35% +$935K 0.02% 432
2023
Q4 		$2.47M Buy
47,922
+861
+2% +$38.1K 0.01% 533
2023
Q3 		$1.94M Buy
+47,061
New +$2.07M 0.01% 552

Other funds holding C

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Portfolio Solutions's C Position: Q2 2026 in Review

Envestnet Portfolio Solutions reduced its Citigroup (C) stake by 0.04% in Q2 2026, selling an estimated $2.08K and leaving 36,170 shares worth $5.06M. The position accounts for 0.02% of the portfolio, ranked #329.

Envestnet Portfolio Solutions first reported a position in C in Q3 2023 and has held it in 12 quarters since. The position peaked at $6.16M in Q4 2025. 2,648 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Envestnet Portfolio Solutions held 36,170 shares of Citigroup worth $5.06M as of Q2 2026.
  • Envestnet Portfolio Solutions sold 16 Citigroup shares in Q2 2026, an estimated $2.08K.
  • Citigroup made up 0.02% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #329 holding.
  • Envestnet Portfolio Solutions first reported a position in Citigroup in Q3 2023 and has held it in 12 quarters since.
  • Envestnet Portfolio Solutions's Citigroup position peaked at $6.16M in Q4 2025.
  • 2,648 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.