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Evolve Private Wealth’s Citigroup C Stock Holding History

Evolve Private 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 		$2.92M Sell
20,839
-3,413
-14% -$444K 0.18% 109
2026
Q1 		$2.75M Buy
24,252
+1,755
+8% +$200K 0.15% 133
2025
Q4 		$2.63M Buy
+22,497
New +$2.34M 0.16% 119

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

Evolve Private Wealth's C Position: Q2 2026 in Review

Evolve Private Wealth reduced its Citigroup (C) stake by 14% in Q2 2026, selling an estimated $444K and leaving 20,839 shares worth $2.92M. The position accounts for 0.18% of the portfolio, ranked #109.

Evolve Private Wealth first reported a position in C in Q4 2025 and has held it in 3 quarters since. 2,625 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Evolve Private Wealth held 20,839 shares of Citigroup worth $2.92M as of Q2 2026.
  • Evolve Private Wealth sold 3,413 Citigroup shares in Q2 2026, an estimated $444K.
  • Citigroup made up 0.18% of Evolve Private Wealth's portfolio in Q2 2026, its #109 holding.
  • Evolve Private Wealth first reported a position in Citigroup in Q4 2025 and has held it in 3 quarters since.
  • 2,625 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Evolve Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.