EPIMS
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Evelyn Partners Investment Management Services’s Citigroup C Stock Holding History

Evelyn Partners Investment Management Services’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 		$61K Buy
538
+268
+99% +$30.5K 0.01% 171
2025
Q4 		$31.5K Hold
270
– – ﹤0.01% 196
2025
Q3 		$27.4K Hold
270
– – ﹤0.01% 207
2025
Q2 		$23K Sell
270
-300
-53% -$21.7K ﹤0.01% 203
2025
Q1 		$40.5K Sell
570
-204
-26% -$15.6K 0.01% 173
2024
Q4 		$54.5K Buy
+774
New +$52.2K 0.01% 160

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 $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 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

Evelyn Partners Investment Management Services's C Position: Q1 2026 in Review

Evelyn Partners Investment Management Services increased its Citigroup (C) stake by 99% in Q1 2026, buying an estimated $30.5K and bringing the position to 538 shares worth $61K. The position accounts for 0.01% of the portfolio, ranked #171.

Evelyn Partners Investment Management Services first reported a position in C in Q4 2024 and has held it in 6 quarters since. 2,466 funds tracked by Wall St. Rank hold C as of Q1 2026.

  • Evelyn Partners Investment Management Services held 538 shares of Citigroup worth $61K as of Q1 2026.
  • Evelyn Partners Investment Management Services bought 268 Citigroup shares in Q1 2026, an estimated $30.5K.
  • Citigroup made up 0.01% of Evelyn Partners Investment Management Services's portfolio in Q1 2026, its #171 holding.
  • Evelyn Partners Investment Management Services first reported a position in Citigroup in Q4 2024 and has held it in 6 quarters since.
  • 2,466 funds tracked by Wall St. Rank held Citigroup as of Q1 2026.

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