Evelyn Partners
C icon

Evelyn Partners’s Citigroup C Stock Holding History

Evelyn Partners’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
Q3 		$2.97M Sell
22,943
-1,710
-7% -$230K 0.05% 140
2026
Q2 		$3.45M Buy
+24,653
New +$3.21M 0.01% 121

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Vanguard Portfolio Management
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Franklin Resources
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JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Capital World Investors
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Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Evelyn Partners's C Position: Q3 2026 in Review

Evelyn Partners reduced its Citigroup (C) stake by 6.9% in Q3 2026, selling an estimated $230K and leaving 22,943 shares worth $2.97M. The position accounts for 0.05% of the portfolio, ranked #140.

Evelyn Partners first reported a position in C in Q2 2026 and has held it in 2 quarters since. The position peaked at $3.45M in Q2 2026. 2,277 funds tracked by Wall St. Rank hold C as of Q3 2026.

  • Evelyn Partners held 22,943 shares of Citigroup worth $2.97M as of Q3 2026.
  • Evelyn Partners sold 1,710 Citigroup shares in Q3 2026, an estimated $230K.
  • Citigroup made up 0.05% of Evelyn Partners's portfolio in Q3 2026, its #140 holding.
  • Evelyn Partners first reported a position in Citigroup in Q2 2026 and has held it in 2 quarters since.
  • Evelyn Partners's Citigroup position peaked at $3.45M in Q2 2026.
  • 2,277 funds tracked by Wall St. Rank held Citigroup as of Q3 2026.

Based on Evelyn Partners's 13F filing for Q3 2026, filed 10 Nov 2026.