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Oak Hill Wealth Advisors’s Citigroup C Stock Holding History

Oak Hill Wealth 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
2024
Q4 		– Sell
-7,490
Closed -$469K – 160
2024
Q3 		$469K Buy
+7,490
New +$463K 0.12% 75
2024
Q2 		– Sell
-7,890
Closed -$499K – 135
2024
Q1 		$499K Buy
+7,890
New +$439K 0.16% 60

Other funds holding C

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Oak Hill Wealth Advisors's C Position: Q3 2025 in Review

Oak Hill Wealth Advisors increased its Citigroup (C) stake by 0.1% in Q3 2025, buying an estimated $759 and bringing the position to 8,137 shares worth $826K. The position accounts for 0.15% of the portfolio, ranked #75.

Oak Hill Wealth Advisors first reported a position in C in Q4 2022 and has held it in 10 quarters since. 2,214 funds tracked by Wall St. Rank hold C as of Q3 2025.

  • Oak Hill Wealth Advisors held 8,137 shares of Citigroup worth $826K as of Q3 2025.
  • Oak Hill Wealth Advisors bought 8 Citigroup shares in Q3 2025, an estimated $759.
  • Citigroup made up 0.15% of Oak Hill Wealth Advisors's portfolio in Q3 2025, its #75 holding.
  • Oak Hill Wealth Advisors first reported a position in Citigroup in Q4 2022 and has held it in 10 quarters since.
  • 2,214 funds tracked by Wall St. Rank held Citigroup as of Q3 2025.

Based on Oak Hill Wealth Advisors's 13F filing for Q3 2025, filed 30 Oct 2025.