Oak Harbor Wealth Partners’s Citigroup C Stock Holding History

Oak Harbor Wealth Partners’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	$315K	Buy	2,779 +15	+0.5%	+$1.71K	0.07%	165
2025 Q4	$323K	Hold	2,764	–	–	0.08%	169
2025 Q3	$281K	Sell	2,764 -300	-10%	-$28.5K	0.07%	172
2025 Q2	$261K	Hold	3,064	–	–	0.07%	174
2025 Q1	$218K	Hold	3,064	–	–	0.06%	190
2024 Q4	$216K	Buy	+3,064	New	+$207K	0.06%	164
2024 Q2	–	Sell	-3,460	Closed	-$219K	–	220
2024 Q1	$219K	Buy	+3,460	New	+$193K	0.07%	164
2022 Q1	–	Sell	-3,450	Closed	-$208K	–	232
2021 Q4	$208K	Buy	+3,450	New	+$229K	0.07%	165

Other funds holding C

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Oak Harbor Wealth Partners's C Position: Q1 2026 in Review

Oak Harbor Wealth Partners increased its Citigroup (C) stake by 0.54% in Q1 2026, buying an estimated $1.71K and bringing the position to 2,779 shares worth $315K. The position accounts for 0.07% of the portfolio, ranked #165.

Oak Harbor Wealth Partners first reported a position in C in Q4 2021 and has held it in 8 quarters since. The position peaked at $323K in Q4 2025. 2,454 funds tracked by Wall St. Rank hold C as of Q1 2026.

Oak Harbor Wealth Partners held 2,779 shares of Citigroup worth $315K as of Q1 2026.
Oak Harbor Wealth Partners bought 15 Citigroup shares in Q1 2026, an estimated $1.71K.
Citigroup made up 0.07% of Oak Harbor Wealth Partners's portfolio in Q1 2026, its #165 holding.
Oak Harbor Wealth Partners first reported a position in Citigroup in Q4 2021 and has held it in 8 quarters since.
Oak Harbor Wealth Partners's Citigroup position peaked at $323K in Q4 2025.
2,454 funds tracked by Wall St. Rank held Citigroup as of Q1 2026.

Based on Oak Harbor Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.