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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
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

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
C
Certuity North Palm Beach, Florida $2.03B AUM 88.59% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Evermay Wealth Management's C Position: Q2 2026 in Review

Evermay Wealth Management opened a new position in Citigroup (C) in Q2 2026: 144 shares worth $20.2K. The stake represents ﹤0.01% of the portfolio and ranks #446 among its holdings. This is a return to the name: Evermay Wealth Management previously reported a position in C as recently as Q3 2024.

Evermay Wealth Management first reported a position in C in Q4 2017 and has held it in 18 quarters since. The position peaked at $456K in Q1 2018. 943 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Evermay Wealth Management held 144 shares of Citigroup worth $20.2K as of Q2 2026.
  • Citigroup was a new Evermay Wealth Management position in Q2 2026.
  • Citigroup made up ﹤0.01% of Evermay Wealth Management's portfolio in Q2 2026, its #446 holding.
  • Evermay Wealth Management first reported a position in Citigroup in Q4 2017 and has held it in 18 quarters since.
  • Evermay Wealth Management's Citigroup position peaked at $456K in Q1 2018.
  • 943 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Evermay Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.