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Silver Oak Securities’s Citigroup C Stock Holding History

Silver Oak Securities’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 		$1.57M Buy
11,208
+423
+4% +$55.1K 0.1% 205
2026
Q1 		$1.22M Buy
10,785
+361
+3% +$41.1K 0.09% 222
2025
Q4 		$1.22M Sell
10,424
-506
-5% -$52.5K 0.08% 242
2025
Q3 		$1.11M Buy
10,930
+2,472
+29% +$235K 0.08% 237
2025
Q2 		$720K Buy
8,458
+1,922
+29% +$139K 0.06% 326
2025
Q1 		$460K Buy
6,536
+121
+2% +$9.23K 0.04% 389
2024
Q4 		$452K Buy
+6,415
New +$432K 0.04% 408

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 $3.37T AUM 44.26% 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

Silver Oak Securities's C Position: Q2 2026 in Review

Silver Oak Securities increased its Citigroup (C) stake by 3.9% in Q2 2026, buying an estimated $55.1K and bringing the position to 11,208 shares worth $1.57M. The position accounts for 0.1% of the portfolio, ranked #205.

Silver Oak Securities first reported a position in C in Q4 2024 and has held it in 7 quarters since. 2,625 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Silver Oak Securities held 11,208 shares of Citigroup worth $1.57M as of Q2 2026.
  • Silver Oak Securities bought 423 Citigroup shares in Q2 2026, an estimated $55.1K.
  • Citigroup made up 0.1% of Silver Oak Securities's portfolio in Q2 2026, its #205 holding.
  • Silver Oak Securities first reported a position in Citigroup in Q4 2024 and has held it in 7 quarters since.
  • 2,625 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Silver Oak Securities's 13F filing for Q2 2026, filed 7 Aug 2026.