AOCA
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Angel Oak Capital Advisors’s Citigroup C Stock Holding History

Angel Oak Capital 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
Q1 		$1.25M Hold
11,000
– – 1.39% 15
2025
Q4 		$1.28M Hold
11,000
– – 1.87% 14
2025
Q3 		$1.12M Hold
11,000
– – 0.88% 13
2025
Q2 		$936K Sell
11,000
-3,000
-21% -$217K 1.32% 21
2025
Q1 		$994K Buy
+14,000
New +$1.07M 1.33% 13

Other funds holding C

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Angel Oak Capital Advisors's C Position: Q1 2026 in Review

Angel Oak Capital Advisors held its Citigroup (C) position steady in Q1 2026 at 11,000 shares worth $1.25M. The position accounts for 1.39% of the portfolio, ranked #15.

Angel Oak Capital Advisors first reported a position in C in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.28M in Q4 2025. 2,457 funds tracked by Wall St. Rank hold C as of Q1 2026.

  • Angel Oak Capital Advisors held 11,000 shares of Citigroup worth $1.25M as of Q1 2026.
  • Angel Oak Capital Advisors left its Citigroup share count unchanged in Q1 2026.
  • Citigroup made up 1.39% of Angel Oak Capital Advisors's portfolio in Q1 2026, its #15 holding.
  • Angel Oak Capital Advisors first reported a position in Citigroup in Q1 2025 and has held it in 5 quarters since.
  • Angel Oak Capital Advisors's Citigroup position peaked at $1.28M in Q4 2025.
  • 2,457 funds tracked by Wall St. Rank held Citigroup as of Q1 2026.

Based on Angel Oak Capital Advisors's 13F filing for Q1 2026, filed 12 May 2026.