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 Q2	$517K	Sell	3,695 -39	-1%	-$5.08K	0.06%	114
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Evolution Wealth Advisors reduced its Citigroup (C) stake by 1% in Q2 2026, selling an estimated $5.08K and leaving 3,695 shares worth $517K. The position accounts for 0.06% of the portfolio, ranked #114.

Evolution Wealth Advisors first reported a position in C in Q4 2018 and has held it in 17 quarters since. The position peaked at $4.44M in Q2 2019. 2,633 funds tracked by Wall St. Rank hold C as of Q2 2026.

Evolution Wealth Advisors held 3,695 shares of Citigroup worth $517K as of Q2 2026.
Evolution Wealth Advisors sold 39 Citigroup shares in Q2 2026, an estimated $5.08K.
Citigroup made up 0.06% of Evolution Wealth Advisors's portfolio in Q2 2026, its #114 holding.
Evolution Wealth Advisors first reported a position in Citigroup in Q4 2018 and has held it in 17 quarters since.
Evolution Wealth Advisors's Citigroup position peaked at $4.44M in Q2 2019.
2,633 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Evolution Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.