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Millstone Evans Group’s Citigroup C Stock Holding History

Millstone Evans Group’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 		$198K Buy
1,418
+15
+1% +$1.95K 0.11% 147
2026
Q1 		$159K Hold
1,403
– – 0.1% 169
2025
Q4 		$164K Hold
1,403
– – 0.1% 165
2025
Q3 		$142K Hold
1,403
– – 0.09% 166
2025
Q2 		$119K Hold
1,403
– – 0.08% 178
2025
Q1 		$99.6K Hold
1,403
– – 0.07% 198
2024
Q4 		$98.8K Buy
+1,403
New +$94.6K 0.07% 193

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

Millstone Evans Group's C Position: Q2 2026 in Review

Millstone Evans Group increased its Citigroup (C) stake by 1.1% in Q2 2026, buying an estimated $1.95K and bringing the position to 1,418 shares worth $198K. The position accounts for 0.11% of the portfolio, ranked #147.

Millstone Evans Group first reported a position in C in Q4 2024 and has held it in 7 quarters since. 2,623 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Millstone Evans Group held 1,418 shares of Citigroup worth $198K as of Q2 2026.
  • Millstone Evans Group bought 15 Citigroup shares in Q2 2026, an estimated $1.95K.
  • Citigroup made up 0.11% of Millstone Evans Group's portfolio in Q2 2026, its #147 holding.
  • Millstone Evans Group first reported a position in Citigroup in Q4 2024 and has held it in 7 quarters since.
  • 2,623 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Millstone Evans Group's 13F filing for Q2 2026, filed 11 Aug 2026.