Evelyn Partners Group Ltd’s Citigroup C Stock Holding History

Evelyn Partners Group Ltd’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	$3.45M	Buy	+24,653	New	+$3.21M	0.01%	120

Other funds holding C

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Evelyn Partners Group Ltd's C Position: Q2 2026 in Review

Evelyn Partners Group Ltd opened a new position in Citigroup (C) in Q2 2026: 24,653 shares worth $3.45M. The stake represents 0.01% of the portfolio and ranks #120 among its holdings.

1,647 funds tracked by Wall St. Rank hold C as of Q2 2026.

Evelyn Partners Group Ltd held 24,653 shares of Citigroup worth $3.45M as of Q2 2026.
Citigroup was a new Evelyn Partners Group Ltd position in Q2 2026.
Citigroup made up 0.01% of Evelyn Partners Group Ltd's portfolio in Q2 2026, its #120 holding.
1,647 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Evelyn Partners Group Ltd's 13F filing for Q2 2026, filed 7 Aug 2026.