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Everhart Financial Group’s Citigroup C Stock Holding History

Everhart 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 		$486K Sell
3,470
-803
-19% -$105K 0.03% 282
2026
Q1 		$485K Buy
4,273
+396
+10% +$45.1K 0.04% 282
2025
Q4 		$452K Buy
3,877
+722
+23% +$75K 0.04% 275
2025
Q3 		$320K Buy
+3,155
New +$299K 0.03% 304

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

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

Everhart Financial Group reduced its Citigroup (C) stake by 19% in Q2 2026, selling an estimated $105K and leaving 3,470 shares worth $486K. The position accounts for 0.03% of the portfolio, ranked #282.

Everhart Financial Group first reported a position in C in Q3 2025 and has held it in 4 quarters since. 2,625 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Everhart Financial Group held 3,470 shares of Citigroup worth $486K as of Q2 2026.
  • Everhart Financial Group sold 803 Citigroup shares in Q2 2026, an estimated $105K.
  • Citigroup made up 0.03% of Everhart Financial Group's portfolio in Q2 2026, its #282 holding.
  • Everhart Financial Group first reported a position in Citigroup in Q3 2025 and has held it in 4 quarters since.
  • 2,625 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Everhart Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.