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Evelyn Partners Investment Management (Europe)’s Citigroup C Stock Holding History

Evelyn Partners Investment Management (Europe)’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
Q1 		$240K Sell
2,115
-425
-17% -$48.4K 0.08% 81
2025
Q4 		$296K Sell
2,540
-690
-21% -$71.7K 0.1% 75
2025
Q3 		$328K Sell
3,230
-275
-8% -$26.1K 0.11% 72
2025
Q2 		$298K Sell
3,505
-200
-5% -$14.5K 0.11% 76
2025
Q1 		$263K Sell
3,705
-975
-21% -$74.3K 0.1% 77
2024
Q4 		$329K Buy
+4,680
New +$315K 0.12% 73

Other funds holding C

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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 Investment Management (Europe)'s C Position: Q1 2026 in Review

Evelyn Partners Investment Management (Europe) reduced its Citigroup (C) stake by 17% in Q1 2026, selling an estimated $48.4K and leaving 2,115 shares worth $240K. The position accounts for 0.08% of the portfolio, ranked #81.

Evelyn Partners Investment Management (Europe) first reported a position in C in Q4 2024 and has held it in 6 quarters since. The position peaked at $329K in Q4 2024. 2,460 funds tracked by Wall St. Rank hold C as of Q1 2026.

  • Evelyn Partners Investment Management (Europe) held 2,115 shares of Citigroup worth $240K as of Q1 2026.
  • Evelyn Partners Investment Management (Europe) sold 425 Citigroup shares in Q1 2026, an estimated $48.4K.
  • Citigroup made up 0.08% of Evelyn Partners Investment Management (Europe)'s portfolio in Q1 2026, its #81 holding.
  • Evelyn Partners Investment Management (Europe) first reported a position in Citigroup in Q4 2024 and has held it in 6 quarters since.
  • Evelyn Partners Investment Management (Europe)'s Citigroup position peaked at $329K in Q4 2024.
  • 2,460 funds tracked by Wall St. Rank held Citigroup as of Q1 2026.

Based on Evelyn Partners Investment Management (Europe)'s 13F filing for Q1 2026, filed 15 May 2026.