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Everett Harris & Co’s Citigroup C Stock Holding History

Everett Harris & Co’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 		$3.71M Sell
26,479
-250
-0.9% -$32.5K 0.05% 91
2026
Q1 		$3.03M Sell
26,729
-1,240
-4% -$141K 0.04% 97
2025
Q4 		$3.26M Sell
27,969
-340
-1% -$35.3K 0.04% 91
2025
Q3 		$2.87M Sell
28,309
-875
-3% -$83K 0.04% 94
2025
Q2 		$2.48M Buy
29,184
+285
+1% +$20.6K 0.03% 100
2025
Q1 		$2.05M Buy
28,899
+618
+2% +$47.1K 0.03% 104
2024
Q4 		$1.99M Buy
28,281
+5,150
+22% +$347K 0.03% 100
2024
Q3 		$1.45M Buy
23,131
+3,523
+18% +$218K 0.02% 116
2024
Q2 		$1.24M Buy
19,608
+2,535
+15% +$156K 0.02% 122
2024
Q1 		$1.08M Buy
17,073
+7,632
+81% +$425K 0.01% 130
2023
Q4 		$486K Buy
+9,441
New +$418K 0.01% 176
2023
Q3 		– Sell
-4,711
Closed -$217K – 252
2023
Q2 		$217K Buy
+4,711
New +$221K ﹤0.01% 238
2016
Q1 		– Sell
-4,103
Closed -$212K – 244
2015
Q4 		$212K Buy
+4,103
New +$218K 0.01% 217

Other funds holding C

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Everett Harris & Co's C Position: Q2 2026 in Review

Everett Harris & Co reduced its Citigroup (C) stake by 0.94% in Q2 2026, selling an estimated $32.5K and leaving 26,479 shares worth $3.71M. The position accounts for 0.05% of the portfolio, ranked #91.

Everett Harris & Co first reported a position in C in Q4 2015 and has held it in 13 quarters since. 2,631 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Everett Harris & Co held 26,479 shares of Citigroup worth $3.71M as of Q2 2026.
  • Everett Harris & Co sold 250 Citigroup shares in Q2 2026, an estimated $32.5K.
  • Citigroup made up 0.05% of Everett Harris & Co's portfolio in Q2 2026, its #91 holding.
  • Everett Harris & Co first reported a position in Citigroup in Q4 2015 and has held it in 13 quarters since.
  • 2,631 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Everett Harris & Co's 13F filing for Q2 2026, filed 3 Aug 2026.