Oakmont Investment Advisors’s Citigroup C Stock Holding History

Oakmont Investment 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
2026 Q1	–	Sell	-12,601	Closed	-$1.47M	–	103
2025 Q4	$1.47M	Buy	+12,601	New	+$1.31M	1.08%	35

Other funds holding C

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Oakmont Investment Advisors's C Position: Q1 2026 in Review

Oakmont Investment Advisors sold out of Citigroup (C) in Q1 2026, closing a stake of 12,601 shares — an estimated $1.47M sold.

Oakmont Investment Advisors first reported a position in C in Q4 2025 and held it in 1 quarter. The position peaked at $1.47M in Q4 2025. 2,466 funds tracked by Wall St. Rank hold C as of Q1 2026.

Oakmont Investment Advisors reported no remaining Citigroup position as of Q1 2026 after selling out during the quarter.
Oakmont Investment Advisors sold 12,601 Citigroup shares in Q1 2026, an estimated $1.47M.
Oakmont Investment Advisors first reported a position in Citigroup in Q4 2025 and held it in 1 quarter.
Oakmont Investment Advisors's Citigroup position peaked at $1.47M in Q4 2025.
2,466 funds tracked by Wall St. Rank held Citigroup as of Q1 2026.

Based on Oakmont Investment Advisors's 13F filing for Q1 2026, filed 14 Aug 2026.