Evercore Wealth Management’s Citigroup C Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $606K | Sell |
4,328
-48
| -1% | -$6.25K | 0.01% | 270 |
|
|
2026
Q1 | $496K | Sell |
4,376
-50
| -1% | -$5.69K | 0.01% | 283 |
|
|
2025
Q4 | $516K | Hold |
4,426
| – | – | 0.01% | 284 |
|
|
2025
Q3 | $449K | Buy |
4,426
+48
| +1% | +$4.55K | 0.01% | 308 |
|
|
2025
Q2 | $373K | Hold |
4,378
| – | – | 0.01% | 314 |
|
|
2025
Q1 | $311K | Sell |
4,378
-285
| -6% | -$21.7K | 0.01% | 332 |
|
|
2024
Q4 | $328K | Hold |
4,663
| – | – | ﹤0.01% | 329 |
|
|
2024
Q3 | $292K | Sell |
4,663
-1,252
| -21% | -$77.4K | ﹤0.01% | 346 |
|
|
2024
Q2 | $375K | Buy |
5,915
+1,419
| +32% | +$87.5K | 0.01% | 312 |
|
|
2024
Q1 | $284K | Sell |
4,496
-657
| -13% | -$36.6K | ﹤0.01% | 351 |
|
|
2023
Q4 | $265K | Buy |
+5,153
| New | +$228K | ﹤0.01% | 365 |
|
|
2023
Q2 | – | Sell |
-4,560
| Closed | -$214K | – | 416 |
|
|
2023
Q1 | $214K | Buy |
+4,560
| New | +$224K | ﹤0.01% | 377 |
|
|
2022
Q4 | – | Sell |
-7,414
| Closed | -$309K | – | 398 |
|
|
2022
Q3 | $309K | Sell |
7,414
-2,300
| -24% | -$114K | 0.01% | 312 |
|
|
2022
Q2 | $447K | Sell |
9,714
-724
| -7% | -$36.2K | 0.01% | 272 |
|
|
2022
Q1 | $557K | Sell |
10,438
-300
| -3% | -$18.5K | 0.01% | 267 |
|
|
2021
Q4 | $649K | Sell |
10,738
-67
| -0.6% | -$4.46K | 0.01% | 264 |
|
|
2021
Q3 | $758K | Sell |
10,805
-221
| -2% | -$15.4K | 0.01% | 248 |
|
|
2021
Q2 | $780K | Sell |
11,026
-1,122
| -9% | -$83K | 0.01% | 250 |
|
|
2021
Q1 | $884K | Buy |
12,148
+295
| +2% | +$19.7K | 0.02% | 237 |
|
|
2020
Q4 | $731K | Buy |
11,853
+191
| +2% | +$9.71K | 0.02% | 242 |
|
|
2020
Q3 | $503K | Sell |
11,662
-1,337
| -10% | -$66.6K | 0.01% | 262 |
|
|
2020
Q2 | $664K | Sell |
12,999
-17,183
| -57% | -$815K | 0.02% | 239 |
|
|
2020
Q1 | $1.27M | Buy |
30,182
+287
| +1% | +$19.3K | 0.04% | 164 |
|
|
2019
Q4 | $2.39M | Buy |
29,895
+49
| +0.2% | +$3.62K | 0.06% | 142 |
|
|
2019
Q3 | $2.06M | Buy |
29,846
+637
| +2% | +$43.3K | 0.06% | 147 |
|
|
2019
Q2 | $2.05M | Sell |
29,209
-3,243
| -10% | -$217K | 0.06% | 149 |
|
|
2019
Q1 | $2.02M | Buy |
32,452
+8,054
| +33% | +$500K | 0.07% | 146 |
|
|
2018
Q4 | $1.27M | Buy |
24,398
+761
| +3% | +$48.2K | 0.05% | 164 |
|
|
2018
Q3 | $1.7M | Buy |
23,637
+3,176
| +16% | +$225K | 0.05% | 160 |
|
|
2018
Q2 | $1.37M | Buy |
20,461
+12,392
| +154% | +$853K | 0.05% | 168 |
|
|
2018
Q1 | $545K | Sell |
8,069
-160
| -2% | -$12K | 0.02% | 236 |
|
|
2017
Q4 | $612K | Buy |
8,229
+200
| +2% | +$14.8K | 0.02% | 232 |
|
|
2017
Q3 | $584K | Buy |
8,029
+52
| +0.7% | +$3.55K | 0.02% | 234 |
|
|
2017
Q2 | $533K | Buy |
7,977
+197
| +3% | +$12.1K | 0.02% | 247 |
|
|
2017
Q1 | $465K | Buy |
7,780
+870
| +13% | +$51.5K | 0.02% | 267 |
|
|
2016
Q4 | $411K | Buy |
6,910
+762
| +12% | +$41.1K | 0.02% | 270 |
|
|
2016
Q3 | $290K | Buy |
6,148
+186
| +3% | +$8.46K | 0.01% | 313 |
|
|
2016
Q2 | $253K | Buy |
5,962
+3,257
| +120% | +$144K | 0.01% | 323 |
|
|
2016
Q1 | $113K | Sell |
2,705
-628
| -19% | -$26.2K | 0.01% | 433 |
|
|
2015
Q4 | $172K | Buy |
3,333
+1,160
| +53% | +$61.6K | 0.01% | 396 |
|
|
2015
Q3 | $107K | Buy |
2,173
+549
| +34% | +$30K | 0.01% | 474 |
|
|
2015
Q2 | $90K | Sell |
1,624
-2,098
| -56% | -$114K | ﹤0.01% | 540 |
|
|
2015
Q1 | $191K | Buy |
3,722
+1,569
| +73% | +$79.9K | 0.01% | 423 |
|
|
2014
Q4 | $116K | Sell |
2,153
-32
| -1% | -$1.7K | 0.01% | 437 |
|
|
2014
Q3 | $113K | Sell |
2,185
-500
| -19% | -$25.1K | 0.01% | 492 |
|
|
2014
Q2 | $126K | Sell |
2,685
-804
| -23% | -$38.2K | 0.01% | 473 |
|
|
2014
Q1 | $167K | Sell |
3,489
-799
| -19% | -$39.8K | 0.01% | 403 |
|
|
2013
Q4 | $222K | Buy |
4,288
+1,172
| +38% | +$59.3K | 0.01% | 357 |
|
|
2013
Q3 | $151K | Buy |
3,116
+2,969
| +2,020% | +$150K | 0.01% | 425 |
|
|
2013
Q2 | $7K | Buy |
+147
| New | +$7.07K | ﹤0.01% | 742 |
|
Other funds holding C
Evercore Wealth Management's C Position: Q2 2026 in Review
Evercore Wealth Management reduced its Citigroup (C) stake by 1.1% in Q2 2026, selling an estimated $6.25K and leaving 4,328 shares worth $606K. The position accounts for 0.01% of the portfolio, ranked #270.
Evercore Wealth Management first reported a position in C in Q2 2013 and has held it in 50 quarters since. The position peaked at $2.39M in Q4 2019. 2,625 funds tracked by Wall St. Rank hold C as of Q2 2026.
- Evercore Wealth Management held 4,328 shares of Citigroup worth $606K as of Q2 2026.
- Evercore Wealth Management sold 48 Citigroup shares in Q2 2026, an estimated $6.25K.
- Citigroup made up 0.01% of Evercore Wealth Management's portfolio in Q2 2026, its #270 holding.
- Evercore Wealth Management first reported a position in Citigroup in Q2 2013 and has held it in 50 quarters since.
- Evercore Wealth Management's Citigroup position peaked at $2.39M in Q4 2019.
- 2,625 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.
Based on Evercore Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.