Evolution Wealth Advisors’s Citigroup C Stock Holding History

Evolution 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 Q1	$423K	Buy	3,734 +651	+21%	+$74.1K	0.04%	117
2025 Q4	$360K	Buy	3,083 +13	+0.4%	+$1.35K	0.04%	121
2025 Q3	$312K	Hold	3,070	–	–	0.04%	127
2025 Q2	$261K	Sell	3,070 -44	-1%	-$3.18K	0.04%	142
2025 Q1	$221K	Buy	3,114 +44	+1%	+$3.35K	0.04%	136
2024 Q4	$216K	Buy	+3,070	New	+$207K	0.04%	134
2021 Q4	–	Sell	-2,615	Closed	-$184K	–	229
2021 Q3	$184K	Buy	2,615 +150	+6%	+$10.5K	0.04%	118
2021 Q2	$174K	Buy	2,465 +2,192	+803%	+$162K	0.04%	128
2021 Q1	$20K	Hold	273	–	–	﹤0.01%	293
2020 Q4	$17K	Sell	273 -2,325	-89%	-$118K	﹤0.01%	281
2020 Q3	$112K	Buy	2,598 +2,325	+852%	+$116K	0.03%	135
2020 Q2	$14K	Sell	273 -52,612	-99%	-$2.5M	﹤0.01%	242
2020 Q1	$2.23M	Buy	52,885 +51,600	+4,016%	+$3.46M	0.9%	27
2019 Q4	$103K	Buy	+1,285	New	+$94.9K	0.03%	107
2019 Q3	–	Sell	-63,404	Closed	-$4.44M	–	493
2019 Q2	$4.44M	Buy	+63,404	New	+$4.24M	1.92%	14
2019 Q1	–	Sell	-555	Closed	-$29K	–	107
2018 Q4	$29K	Buy	+555	New	+$35.1K	0.01%	109

Other funds holding C

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Evolution Wealth Advisors's C Position: Q1 2026 in Review

Evolution Wealth Advisors increased its Citigroup (C) stake by 21% in Q1 2026, buying an estimated $74.1K and bringing the position to 3,734 shares worth $423K. The position accounts for 0.04% of the portfolio, ranked #117.

Evolution Wealth Advisors first reported a position in C in Q4 2018 and has held it in 16 quarters since. The position peaked at $4.44M in Q2 2019. 2,454 funds tracked by Wall St. Rank hold C as of Q1 2026.

Evolution Wealth Advisors held 3,734 shares of Citigroup worth $423K as of Q1 2026.
Evolution Wealth Advisors bought 651 Citigroup shares in Q1 2026, an estimated $74.1K.
Citigroup made up 0.04% of Evolution Wealth Advisors's portfolio in Q1 2026, its #117 holding.
Evolution Wealth Advisors first reported a position in Citigroup in Q4 2018 and has held it in 16 quarters since.
Evolution Wealth Advisors's Citigroup position peaked at $4.44M in Q2 2019.
2,454 funds tracked by Wall St. Rank held Citigroup as of Q1 2026.

Based on Evolution Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.