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 Q2	$3.45M	Buy	+24,653	New	+$3.21M	0.01%	120

Other funds holding C

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Evelyn Partners's C Position: Q2 2026 in Review

Evelyn Partners opened a new position in Citigroup (C) in Q2 2026: 24,653 shares worth $3.45M. The stake represents 0.01% of the portfolio and ranks #120 among its holdings.

2,511 funds tracked by Wall St. Rank hold C as of Q2 2026.

Evelyn Partners held 24,653 shares of Citigroup worth $3.45M as of Q2 2026.
Citigroup was a new Evelyn Partners position in Q2 2026.
Citigroup made up 0.01% of Evelyn Partners's portfolio in Q2 2026, its #120 holding.
2,511 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Evelyn Partners's 13F filing for Q2 2026, filed 7 Aug 2026.