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 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 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

Pin Oak Investment Advisors's C Position: Q1 2026 in Review

Pin Oak Investment Advisors held its Citigroup (C) position steady in Q1 2026 at 192 shares worth $22K. The position accounts for 0.02% of the portfolio, ranked #291.

Pin Oak Investment Advisors first reported a position in C in Q4 2018 and has held it in 19 quarters since. The position peaked at $24K in Q4 2025. 2,454 funds tracked by Wall St. Rank hold C as of Q1 2026.

Pin Oak Investment Advisors held 192 shares of Citigroup worth $22K as of Q1 2026.
Pin Oak Investment Advisors left its Citigroup share count unchanged in Q1 2026.
Citigroup made up 0.02% of Pin Oak Investment Advisors's portfolio in Q1 2026, its #291 holding.
Pin Oak Investment Advisors first reported a position in Citigroup in Q4 2018 and has held it in 19 quarters since.
Pin Oak Investment Advisors's Citigroup position peaked at $24K in Q4 2025.
2,454 funds tracked by Wall St. Rank held Citigroup as of Q1 2026.

Based on Pin Oak Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.