Everest Financial Group’s Citigroup C Stock Holding History

Everest Financial Group’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	$1.22M	Hold	8,720	–	–	0.17%	86
2026 Q1	$989K	Buy	8,720 +2,340	+37%	+$266K	0.16%	92
2025 Q4	$744K	Buy	+6,380	New	+$663K	0.17%	49

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Everest Financial Group's C Position: Q2 2026 in Review

Everest Financial Group held its Citigroup (C) position steady in Q2 2026 at 8,720 shares worth $1.22M. The position accounts for 0.17% of the portfolio, ranked #86.

Everest Financial Group first reported a position in C in Q4 2025 and has held it in 3 quarters since. 2,616 funds tracked by Wall St. Rank hold C as of Q2 2026.

Everest Financial Group held 8,720 shares of Citigroup worth $1.22M as of Q2 2026.
Everest Financial Group left its Citigroup share count unchanged in Q2 2026.
Citigroup made up 0.17% of Everest Financial Group's portfolio in Q2 2026, its #86 holding.
Everest Financial Group first reported a position in Citigroup in Q4 2025 and has held it in 3 quarters since.
2,616 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Everest Financial Group's 13F filing for Q2 2026, filed 10 Aug 2026.