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Laurel Oak Wealth Management’s Citigroup C Stock Holding History

Laurel Oak Wealth Management’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 		$346K Sell
2,471
-76
-3% -$9.89K 0.05% 263
2026
Q1 		$289K Sell
2,547
-223
-8% -$25.4K 0.05% 281
2025
Q4 		$323K Buy
+2,770
New +$288K 0.05% 253

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

Laurel Oak Wealth Management's C Position: Q2 2026 in Review

Laurel Oak Wealth Management reduced its Citigroup (C) stake by 3% in Q2 2026, selling an estimated $9.89K and leaving 2,471 shares worth $346K. The position accounts for 0.05% of the portfolio, ranked #263.

Laurel Oak Wealth Management first reported a position in C in Q4 2025 and has held it in 3 quarters since. 2,625 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Laurel Oak Wealth Management held 2,471 shares of Citigroup worth $346K as of Q2 2026.
  • Laurel Oak Wealth Management sold 76 Citigroup shares in Q2 2026, an estimated $9.89K.
  • Citigroup made up 0.05% of Laurel Oak Wealth Management's portfolio in Q2 2026, its #263 holding.
  • Laurel Oak Wealth Management first reported a position in Citigroup in Q4 2025 and has held it in 3 quarters since.
  • 2,625 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Laurel Oak Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.