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Everpar Advisors’s Citigroup C Stock Holding History

Everpar Advisors’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 		$817K Buy
5,840
+320
+6% +$41.7K 0.23% 90
2026
Q1 		$626K Buy
5,520
+76
+1% +$8.65K 0.22% 100
2025
Q4 		$635K Buy
5,444
+134
+3% +$13.9K 0.24% 92
2025
Q3 		$539K Sell
5,310
-139
-3% -$13.2K 0.21% 112
2025
Q2 		$464K Buy
5,449
+285
+6% +$20.6K 0.21% 128
2025
Q1 		$367K Sell
5,164
-673
-12% -$51.3K 0.19% 145
2024
Q4 		$411K Buy
5,837
+488
+9% +$32.9K 0.21% 133
2024
Q3 		$335K Buy
5,349
+93
+2% +$5.75K 0.17% 173
2024
Q2 		$334K Buy
5,256
+180
+4% +$11.1K 0.17% 173
2024
Q1 		$321K Sell
5,076
-5,897
-54% -$328K 0.2% 169
2023
Q4 		$564K Buy
+10,973
New +$486K 0.26% 135

Other funds holding C

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

Everpar Advisors's C Position: Q2 2026 in Review

Everpar Advisors increased its Citigroup (C) stake by 5.8% in Q2 2026, buying an estimated $41.7K and bringing the position to 5,840 shares worth $817K. The position accounts for 0.23% of the portfolio, ranked #90.

Everpar Advisors first reported a position in C in Q4 2023 and has held it in 11 quarters since. 433 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Everpar Advisors held 5,840 shares of Citigroup worth $817K as of Q2 2026.
  • Everpar Advisors bought 320 Citigroup shares in Q2 2026, an estimated $41.7K.
  • Citigroup made up 0.23% of Everpar Advisors's portfolio in Q2 2026, its #90 holding.
  • Everpar Advisors first reported a position in Citigroup in Q4 2023 and has held it in 11 quarters since.
  • 433 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Everpar Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.