Evermay Wealth Management’s Citigroup C Stock Holding History

Evermay Wealth Management’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	$18.6K	Hold	144	–	–	﹤0.01%	443
2026 Q2	$20.2K	Buy	+144	New	+$18.7K	﹤0.01%	446
2024 Q4	–	Sell	-58	Closed	-$3.63K	–	580
2024 Q3	$3.63K	Hold	58	–	–	﹤0.01%	520
2024 Q2	$3.68K	Hold	58	–	–	﹤0.01%	513
2024 Q1	$3.67K	Sell	58 -17	-23%	-$946	﹤0.01%	512
2023 Q4	$3.86K	Buy	75 +17	+29%	+$753	﹤0.01%	491
2023 Q3	$2.39K	Hold	58	–	–	﹤0.01%	493
2023 Q2	$2.67K	Hold	58	–	–	﹤0.01%	479
2023 Q1	$2.72K	Hold	58	–	–	﹤0.01%	474
2022 Q4	$2.62K	Hold	58	–	–	﹤0.01%	484
2022 Q3	$2K	Hold	58	–	–	﹤0.01%	472
2022 Q2	$3K	Buy	+58	New	+$2.9K	﹤0.01%	456
2021 Q4	–	Sell	-200	Closed	-$14K	–	511
2021 Q3	$14K	Sell	200 -100	-33%	-$6.99K	﹤0.01%	359
2021 Q2	$21K	Buy	+300	New	+$22.2K	﹤0.01%	354
2020 Q1	–	Sell	-3,275	Closed	-$262K	–	139
2019 Q4	$262K	Buy	+3,275	New	+$242K	0.06%	136
2018 Q4	–	Sell	-5,005	Closed	-$359K	–	133
2018 Q3	$359K	Sell	5,005 -1,750	-26%	-$124K	0.11%	99
2018 Q2	$452K	Hold	6,755	–	–	0.15%	79
2018 Q1	$456K	Buy	6,755 +1,745	+35%	+$131K	0.16%	74
2017 Q4	$373K	Buy	+5,010	New	+$370K	0.14%	84

Other funds holding C

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Evermay Wealth Management's C Position: Q3 2026 in Review

Evermay Wealth Management held its Citigroup (C) position steady in Q3 2026 at 144 shares worth $18.6K. The position accounts for ﹤0.01% of the portfolio, ranked #443.

Evermay Wealth Management first reported a position in C in Q4 2017 and has held it in 19 quarters since. The position peaked at $456K in Q1 2018. 1,509 funds tracked by Wall St. Rank hold C as of Q3 2026.

Evermay Wealth Management held 144 shares of Citigroup worth $18.6K as of Q3 2026.
Evermay Wealth Management left its Citigroup share count unchanged in Q3 2026.
Citigroup made up ﹤0.01% of Evermay Wealth Management's portfolio in Q3 2026, its #443 holding.
Evermay Wealth Management first reported a position in Citigroup in Q4 2017 and has held it in 19 quarters since.
Evermay Wealth Management's Citigroup position peaked at $456K in Q1 2018.
1,509 funds tracked by Wall St. Rank held Citigroup as of Q3 2026.

Based on Evermay Wealth Management's 13F filing for Q3 2026, filed 5 Nov 2026.