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
Q2 		$840K Sell
6,000
-5,000
-45% -$651K 1.06% 17
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
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

Angel Oak Capital Advisors's C Position: Q2 2026 in Review

Angel Oak Capital Advisors reduced its Citigroup (C) stake by 45% in Q2 2026, selling an estimated $651K and leaving 6,000 shares worth $840K. The position accounts for 1.06% of the portfolio, ranked #17.

Angel Oak Capital Advisors first reported a position in C in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.28M in Q4 2025. 2,644 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Angel Oak Capital Advisors held 6,000 shares of Citigroup worth $840K as of Q2 2026.
  • Angel Oak Capital Advisors sold 5,000 Citigroup shares in Q2 2026, an estimated $651K.
  • Citigroup made up 1.06% of Angel Oak Capital Advisors's portfolio in Q2 2026, its #17 holding.
  • Angel Oak Capital Advisors first reported a position in Citigroup in Q1 2025 and has held it in 6 quarters since.
  • Angel Oak Capital Advisors's Citigroup position peaked at $1.28M in Q4 2025.
  • 2,644 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Angel Oak Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.