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Evelyn Partners Asset Management’s Citigroup C Stock Holding History

Evelyn Partners Asset Management’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
2025
Q4 		– Sell
-229
Closed -$23.2K – 287
2025
Q3 		$23.2K Buy
+229
New +$21.7K 0.01% 192

Other funds holding C

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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Evelyn Partners Asset Management's C Position: Q4 2025 in Review

Evelyn Partners Asset Management sold out of Citigroup (C) in Q4 2025, closing a stake of 229 shares — an estimated $23.2K sold.

Evelyn Partners Asset Management first reported a position in C in Q3 2025 and held it in 1 quarter. The position peaked at $23.2K in Q3 2025. 2,455 funds tracked by Wall St. Rank hold C as of Q4 2025.

  • Evelyn Partners Asset Management reported no remaining Citigroup position as of Q4 2025 after selling out during the quarter.
  • Evelyn Partners Asset Management sold 229 Citigroup shares in Q4 2025, an estimated $23.2K.
  • Evelyn Partners Asset Management first reported a position in Citigroup in Q3 2025 and held it in 1 quarter.
  • Evelyn Partners Asset Management's Citigroup position peaked at $23.2K in Q3 2025.
  • 2,455 funds tracked by Wall St. Rank held Citigroup as of Q4 2025.

Based on Evelyn Partners Asset Management's 13F filing for Q4 2025, filed 13 Feb 2026.