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BOK Financial Private Wealth’s Citigroup C Stock Holding History

BOK Financial 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
Q1 		$13.8K Buy
122
+72
+144% +$8.2K ﹤0.01% 331
2025
Q4 		$5.83K Hold
50
– – ﹤0.01% 410
2025
Q3 		$5.08K Hold
50
– – ﹤0.01% 352
2025
Q2 		$4.26K Hold
50
– – ﹤0.01% 397
2025
Q1 		$3.55K Sell
50
-41
-45% -$3.13K ﹤0.01% 445
2024
Q4 		$6.41K Sell
91
-159
-64% -$10.7K ﹤0.01% 393
2024
Q3 		$15.7K Buy
+250
New +$15.5K ﹤0.01% 360
2023
Q4 		– Sell
-122
Closed -$5.01K – 518
2023
Q3 		$5.01K Sell
122
-330
-73% -$14.5K ﹤0.01% 343
2023
Q2 		$20.8K Hold
452
– – ﹤0.01% 284
2023
Q1 		$21.2K Sell
452
-335
-43% -$16.4K ﹤0.01% 302
2022
Q4 		$35.6K Hold
787
– – ﹤0.01% 253
2022
Q3 		$33K Hold
787
– – ﹤0.01% 266
2022
Q2 		$36K Sell
787
-4,959
-86% -$248K ﹤0.01% 266
2022
Q1 		$307K Buy
5,746
+1,044
+22% +$64.5K 0.02% 234
2021
Q4 		$284K Sell
4,702
-1,532
-25% -$102K 0.02% 236
2021
Q3 		$437K Buy
6,234
+985
+19% +$68.9K 0.03% 161
2021
Q2 		$371K Buy
5,249
+1,992
+61% +$147K 0.03% 160
2021
Q1 		$237K Buy
+3,257
New +$217K 0.02% 174
2020
Q2 		– Sell
-42,918
Closed -$1.81M – 165
2020
Q1 		$1.81M Sell
42,918
-23,208
-35% -$1.56M 0.22% 84
2019
Q4 		$5.28M Buy
66,126
+60,259
+1,027% +$4.45M 0.45% 54
2019
Q3 		$405K Buy
5,867
+49
+0.8% +$3.33K 0.06% 75
2019
Q2 		$407K Buy
5,818
+571
+11% +$38.2K 0.06% 71
2019
Q1 		$326K Buy
5,247
+447
+9% +$27.8K 0.04% 75
2018
Q4 		$250K Buy
+4,800
New +$304K 0.03% 103

Other funds holding C

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $295B AUM 31.6% 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

BOK Financial Private Wealth's C Position: Q1 2026 in Review

BOK Financial Private Wealth increased its Citigroup (C) stake by 144% in Q1 2026, buying an estimated $8.2K and bringing the position to 122 shares worth $13.8K. The position accounts for ﹤0.01% of the portfolio, ranked #331.

BOK Financial Private Wealth first reported a position in C in Q4 2018 and has held it in 24 quarters since. The position peaked at $5.28M in Q4 2019. 2,454 funds tracked by Wall St. Rank hold C as of Q1 2026.

  • BOK Financial Private Wealth held 122 shares of Citigroup worth $13.8K as of Q1 2026.
  • BOK Financial Private Wealth bought 72 Citigroup shares in Q1 2026, an estimated $8.2K.
  • Citigroup made up ﹤0.01% of BOK Financial Private Wealth's portfolio in Q1 2026, its #331 holding.
  • BOK Financial Private Wealth first reported a position in Citigroup in Q4 2018 and has held it in 24 quarters since.
  • BOK Financial Private Wealth's Citigroup position peaked at $5.28M in Q4 2019.
  • 2,454 funds tracked by Wall St. Rank held Citigroup as of Q1 2026.

Based on BOK Financial Private Wealth's 13F filing for Q1 2026, filed 12 May 2026.