Oak Grove Capital’s Citigroup C Stock Holding History

Oak Grove Capital’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 Q3	$518K	Buy	+4,000	New	+$539K	0.02%	90
2019 Q2	–	Sell	-4,050	Closed	-$252K	–	69
2019 Q1	$252K	Sell	4,050 -583	-13%	-$36.2K	0.16%	62
2018 Q4	$241K	Sell	4,633 -500	-10%	-$31.7K	0.22%	55
2018 Q3	$368K	Sell	5,133 -250	-5%	-$17.7K	0.32%	43
2018 Q2	$360K	Buy	5,383 +5,300	+6,386%	+$365K	0.37%	38
2018 Q1	$6K	Buy	+83	New	+$6.24K	0.01%	127

Other funds holding C

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

MSV

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

AAA

Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return

AMBIA

Allen Mooney & Barnes Investment Advisors Thomasville, Georgia $673M AUM 20.03% 1-Year Est. Return

EIA

Eastover Investment Advisors Charlotte, North Carolina $257M AUM 14.8% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

Oak Grove Capital's C Position: Q3 2026 in Review

Oak Grove Capital opened a new position in Citigroup (C) in Q3 2026: 4,000 shares worth $518K. The stake represents 0.02% of the portfolio and ranks #90 among its holdings. This is a return to the name: Oak Grove Capital previously reported a position in C as recently as Q1 2019.

Oak Grove Capital first reported a position in C in Q1 2018 and has held it in 6 quarters since. 100 funds tracked by Wall St. Rank hold C as of Q3 2026.

Oak Grove Capital held 4,000 shares of Citigroup worth $518K as of Q3 2026.
Citigroup was a new Oak Grove Capital position in Q3 2026.
Citigroup made up 0.02% of Oak Grove Capital's portfolio in Q3 2026, its #90 holding.
Oak Grove Capital first reported a position in Citigroup in Q1 2018 and has held it in 6 quarters since.
100 funds tracked by Wall St. Rank held Citigroup as of Q3 2026.

Based on Oak Grove Capital's 13F filing for Q3 2026, filed 9 Oct 2026.