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Oxford Wealth Group’s Citigroup C Stock Holding History

Oxford Wealth Group’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 		$1.27M Sell
9,057
-781
-8% -$102K 0.57% 37
2026
Q1 		$1.12M Sell
9,838
-132
-1% -$15K 0.61% 38
2025
Q4 		$1.16M Buy
+9,970
New +$1.04M 0.57% 34
2024
Q4 		$1.41M Sell
20,051
-1,181
-6% -$79.6K 0.91% 23
2024
Q3 		$1.33M Sell
21,232
-4,844
-19% -$300K 1.08% 26
2024
Q2 		$1.65M Buy
26,076
+6,576
+34% +$405K 1.14% 23
2024
Q1 		$1.23M Buy
+19,500
New +$1.09M 1.12% 23

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 $3.38T AUM 44.17% 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

Oxford Wealth Group's C Position: Q2 2026 in Review

Oxford Wealth Group reduced its Citigroup (C) stake by 7.9% in Q2 2026, selling an estimated $102K and leaving 9,057 shares worth $1.27M. The position accounts for 0.57% of the portfolio, ranked #37.

Oxford Wealth Group first reported a position in C in Q1 2024 and has held it in 7 quarters since. The position peaked at $1.65M in Q2 2024. 2,645 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Oxford Wealth Group held 9,057 shares of Citigroup worth $1.27M as of Q2 2026.
  • Oxford Wealth Group sold 781 Citigroup shares in Q2 2026, an estimated $102K.
  • Citigroup made up 0.57% of Oxford Wealth Group's portfolio in Q2 2026, its #37 holding.
  • Oxford Wealth Group first reported a position in Citigroup in Q1 2024 and has held it in 7 quarters since.
  • Oxford Wealth Group's Citigroup position peaked at $1.65M in Q2 2024.
  • 2,645 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Oxford Wealth Group's 13F filing for Q2 2026, filed 13 Aug 2026.