EWM
C icon

Evolution Wealth Management’s Citigroup C Stock Holding History

Evolution Wealth Management’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 		$23.6K Buy
169
+17
+11% +$2.21K 0.01% 438
2026
Q1 		$17.3K Buy
152
+11
+8% +$1.25K 0.01% 438
2025
Q4 		$16.4K Buy
141
+25
+22% +$2.6K 0.01% 375
2025
Q3 		$11.7K Sell
116
-101
-47% -$9.58K 0.01% 353
2025
Q2 		$18.5K Buy
+217
New +$15.7K 0.02% 292

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

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

Evolution Wealth Management increased its Citigroup (C) stake by 11% in Q2 2026, buying an estimated $2.21K and bringing the position to 169 shares worth $23.6K. The position accounts for 0.01% of the portfolio, ranked #438.

Evolution Wealth Management first reported a position in C in Q2 2025 and has held it in 5 quarters since. 2,634 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Evolution Wealth Management held 169 shares of Citigroup worth $23.6K as of Q2 2026.
  • Evolution Wealth Management bought 17 Citigroup shares in Q2 2026, an estimated $2.21K.
  • Citigroup made up 0.01% of Evolution Wealth Management's portfolio in Q2 2026, its #438 holding.
  • Evolution Wealth Management first reported a position in Citigroup in Q2 2025 and has held it in 5 quarters since.
  • 2,634 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Evolution Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.