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Evoke Wealth’s Citigroup C Stock Holding History

Evoke Wealth’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 		– Sell
-15,739
Closed -$1.79M – 97
2026
Q1 		$1.79M Buy
15,739
+1,787
+13% +$203K 0.03% 194
2025
Q4 		$1.63M Buy
13,952
+2,523
+22% +$262K 0.03% 209
2025
Q3 		$1.16M Buy
11,429
+3,003
+36% +$285K 0.02% 233
2025
Q2 		$717K Buy
8,426
+4,098
+95% +$296K 0.02% 275
2025
Q1 		$307K Buy
4,328
+1,116
+35% +$85.1K 0.01% 346
2024
Q4 		$226K Buy
+3,212
New +$216K 0.01% 394
2022
Q4 		– Sell
-1,626
Closed -$68K – 481
2022
Q3 		$68K Sell
1,626
-291
-15% -$14.4K ﹤0.01% 473
2022
Q2 		$88K Sell
1,917
-1,125
-37% -$56.3K ﹤0.01% 430
2022
Q1 		$162K Sell
3,042
-2,443
-45% -$151K 0.01% 377
2021
Q4 		$331K Buy
5,485
+675
+14% +$44.9K 0.01% 293
2021
Q3 		$337K Buy
4,810
+1,348
+39% +$94.2K 0.01% 269
2021
Q2 		$245K Buy
3,462
+444
+15% +$32.9K 0.01% 318
2021
Q1 		$220K Buy
3,018
+1,102
+58% +$73.6K 0.01% 294
2020
Q4 		$118K Sell
1,916
-849
-31% -$43.2K 0.01% 286
2020
Q3 		$119K Sell
2,765
-102
-4% -$5.08K 0.01% 261
2020
Q2 		$147K Buy
2,867
+954
+50% +$45.3K 0.01% 229
2020
Q1 		$80.6K Sell
1,913
-26,104
-93% -$1.75M 0.01% 288
2019
Q4 		$2.24M Buy
28,017
+24,642
+730% +$1.82M 0.28% 35
2019
Q3 		$233K Buy
+3,375
New +$230K 0.03% 235

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

Evoke Wealth's C Position: Q2 2026 in Review

Evoke Wealth sold out of Citigroup (C) in Q2 2026, closing a stake of 15,739 shares — an estimated $1.79M sold.

Evoke Wealth first reported a position in C in Q3 2019 and held it in 19 quarters. The position peaked at $2.24M in Q4 2019. 2,625 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Evoke Wealth reported no remaining Citigroup position as of Q2 2026 after selling out during the quarter.
  • Evoke Wealth sold 15,739 Citigroup shares in Q2 2026, an estimated $1.79M.
  • Evoke Wealth first reported a position in Citigroup in Q3 2019 and held it in 19 quarters.
  • Evoke Wealth's Citigroup position peaked at $2.24M in Q4 2019.
  • 2,625 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Evoke Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.