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Pin Oak Investment Advisors’s Citigroup C Stock Holding History

Pin Oak 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
Q2 		$29K Buy
206
+14
+7% +$1.82K 0.02% 273
2026
Q1 		$22K Hold
192
– – 0.02% 291
2025
Q4 		$24K Hold
192
– – 0.02% 294
2025
Q3 		$19.5K Buy
+192
New +$18.2K 0.01% 313
2022
Q4 		– Sell
-115
Closed -$5K – 422
2022
Q3 		$5K Hold
115
– – 0.01% 320
2022
Q2 		$5K Hold
115
– – 0.01% 344
2022
Q1 		$6K Hold
115
– – 0.01% 350
2021
Q4 		$7K Hold
115
– – 0.01% 343
2021
Q3 		$8K Hold
115
– – 0.01% 317
2021
Q2 		$8K Hold
115
– – 0.01% 321
2021
Q1 		$8K Hold
115
– – 0.01% 334
2020
Q4 		$7K Hold
115
– – 0.01% 359
2020
Q3 		$5K Sell
115
-62
-35% -$3.09K ﹤0.01% 353
2020
Q2 		$9K Hold
177
– – 0.01% 302
2020
Q1 		$7K Buy
177
+115
+185% +$7.72K 0.01% 318
2019
Q4 		$5K Hold
62
– – ﹤0.01% 354
2019
Q3 		$4K Sell
62
-173
-74% -$11.8K ﹤0.01% 377
2019
Q2 		$16K Sell
235
-157
-40% -$10.5K 0.01% 292
2019
Q1 		$24K Buy
392
+258
+193% +$16K 0.02% 235
2018
Q4 		$6K Buy
+134
New +$8.48K 0.01% 353

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

Pin Oak Investment Advisors's C Position: Q2 2026 in Review

Pin Oak Investment Advisors increased its Citigroup (C) stake by 7.3% in Q2 2026, buying an estimated $1.82K and bringing the position to 206 shares worth $29K. The position accounts for 0.02% of the portfolio, ranked #273.

Pin Oak Investment Advisors first reported a position in C in Q4 2018 and has held it in 20 quarters since. 2,648 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Pin Oak Investment Advisors held 206 shares of Citigroup worth $29K as of Q2 2026.
  • Pin Oak Investment Advisors bought 14 Citigroup shares in Q2 2026, an estimated $1.82K.
  • Citigroup made up 0.02% of Pin Oak Investment Advisors's portfolio in Q2 2026, its #273 holding.
  • Pin Oak Investment Advisors first reported a position in Citigroup in Q4 2018 and has held it in 20 quarters since.
  • 2,648 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Pin Oak Investment Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.