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EverSource Wealth Advisors’s Citigroup C Stock Holding History

EverSource Wealth 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 		$1.93M Sell
13,767
-2,120
-13% -$276K 0.06% 226
2026
Q1 		$1.8M Buy
15,887
+2,760
+21% +$314K 0.05% 234
2025
Q4 		$1.53M Buy
13,127
+847
+7% +$88K 0.06% 245
2025
Q3 		$1.25M Buy
12,280
+275
+2% +$26.1K 0.05% 264
2025
Q2 		$1.02M Buy
12,005
+3,218
+37% +$233K 0.05% 272
2025
Q1 		$624K Buy
8,787
+3,429
+64% +$261K 0.03% 341
2024
Q4 		$377K Sell
5,358
-1,794
-25% -$121K 0.02% 442
2024
Q3 		$448K Buy
7,152
+74
+1% +$4.58K 0.03% 350
2024
Q2 		$459K Buy
7,078
+1,441
+26% +$88.8K 0.03% 335
2024
Q1 		$346K Buy
5,637
+1,417
+34% +$78.9K 0.03% 347
2023
Q4 		$217K Buy
4,220
+628
+17% +$27.8K 0.02% 414
2023
Q3 		$148K Sell
3,592
-1,577
-31% -$69.2K 0.02% 468
2023
Q2 		$238K Sell
5,169
-219
-4% -$10.3K 0.03% 365
2023
Q1 		$253K Sell
5,388
-147
-3% -$7.21K 0.03% 331
2022
Q4 		$250K Buy
5,535
+1,795
+48% +$81.5K 0.04% 319
2022
Q3 		$156K Sell
3,740
-1,290
-26% -$63.7K 0.04% 337
2022
Q2 		$231K Buy
5,030
+2,054
+69% +$103K 0.06% 242
2022
Q1 		$158K Buy
2,976
+298
+11% +$18.4K 0.04% 277
2021
Q4 		$162K Buy
+2,678
New +$178K 0.05% 255

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

EverSource Wealth Advisors's C Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Citigroup (C) stake by 13% in Q2 2026, selling an estimated $276K and leaving 13,767 shares worth $1.93M. The position accounts for 0.06% of the portfolio, ranked #226.

EverSource Wealth Advisors first reported a position in C in Q4 2021 and has held it in 19 quarters since. 2,625 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • EverSource Wealth Advisors held 13,767 shares of Citigroup worth $1.93M as of Q2 2026.
  • EverSource Wealth Advisors sold 2,120 Citigroup shares in Q2 2026, an estimated $276K.
  • Citigroup made up 0.06% of EverSource Wealth Advisors's portfolio in Q2 2026, its #226 holding.
  • EverSource Wealth Advisors first reported a position in Citigroup in Q4 2021 and has held it in 19 quarters since.
  • 2,625 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.