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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
Q3 		$457K Buy
3,529
+59
+2% +$7.95K 0.03% 299
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

AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
AIM
Avity Investment Management Greenwich, Connecticut $1.6B AUM 32.15% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return
AMBIA
Allen Mooney & Barnes Investment Advisors Thomasville, Georgia $673M AUM 20.03% 1-Year Est. Return
EIA
Eastover Investment Advisors Charlotte, North Carolina $257M AUM 14.8% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Everhart Financial Group's C Position: Q3 2026 in Review

Everhart Financial Group increased its Citigroup (C) stake by 1.7% in Q3 2026, buying an estimated $7.95K and bringing the position to 3,529 shares worth $457K. The position accounts for 0.03% of the portfolio, ranked #299.

Everhart Financial Group first reported a position in C in Q3 2025 and has held it in 5 quarters since. The position peaked at $486K in Q2 2026. 112 funds tracked by Wall St. Rank hold C as of Q3 2026.

  • Everhart Financial Group held 3,529 shares of Citigroup worth $457K as of Q3 2026.
  • Everhart Financial Group bought 59 Citigroup shares in Q3 2026, an estimated $7.95K.
  • Citigroup made up 0.03% of Everhart Financial Group's portfolio in Q3 2026, its #299 holding.
  • Everhart Financial Group first reported a position in Citigroup in Q3 2025 and has held it in 5 quarters since.
  • Everhart Financial Group's Citigroup position peaked at $486K in Q2 2026.
  • 112 funds tracked by Wall St. Rank held Citigroup as of Q3 2026.

Based on Everhart Financial Group's 13F filing for Q3 2026, filed 8 Oct 2026.