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Evelyn Partners Investment Management’s Citigroup C Stock Holding History

Evelyn Partners Investment 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
2026
Q1 		$2.7M Sell
23,813
-2,991
-11% -$341K 0.07% 91
2025
Q4 		$3.13M Hold
26,804
– – 0.09% 90
2025
Q3 		$2.72M Hold
26,804
– – 0.08% 91
2025
Q2 		$2.28M Hold
26,804
– – 0.07% 99
2025
Q1 		$1.9M Sell
26,804
-150
-0.6% -$11.4K 0.06% 103
2024
Q4 		$1.9M Buy
+26,954
New +$1.82M 0.06% 103

Other funds holding C

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $295B AUM 31.6% 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's C Position: Q1 2026 in Review

Evelyn Partners Investment Management reduced its Citigroup (C) stake by 11% in Q1 2026, selling an estimated $341K and leaving 23,813 shares worth $2.7M. The position accounts for 0.07% of the portfolio, ranked #91.

Evelyn Partners Investment Management first reported a position in C in Q4 2024 and has held it in 6 quarters since. The position peaked at $3.13M in Q4 2025. 2,456 funds tracked by Wall St. Rank hold C as of Q1 2026.

  • Evelyn Partners Investment Management held 23,813 shares of Citigroup worth $2.7M as of Q1 2026.
  • Evelyn Partners Investment Management sold 2,991 Citigroup shares in Q1 2026, an estimated $341K.
  • Citigroup made up 0.07% of Evelyn Partners Investment Management's portfolio in Q1 2026, its #91 holding.
  • Evelyn Partners Investment Management first reported a position in Citigroup in Q4 2024 and has held it in 6 quarters since.
  • Evelyn Partners Investment Management's Citigroup position peaked at $3.13M in Q4 2025.
  • 2,456 funds tracked by Wall St. Rank held Citigroup as of Q1 2026.

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