SilverOak Wealth Management’s Citigroup C Stock Holding History

SilverOak Wealth Management’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	$223K	Buy	+1,596	New	+$208K	0.03%	119

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

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

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 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

SilverOak Wealth Management's C Position: Q2 2026 in Review

SilverOak Wealth Management opened a new position in Citigroup (C) in Q2 2026: 1,596 shares worth $223K. The stake represents 0.03% of the portfolio and ranks #119 among its holdings.

2,625 funds tracked by Wall St. Rank hold C as of Q2 2026.

SilverOak Wealth Management held 1,596 shares of Citigroup worth $223K as of Q2 2026.
Citigroup was a new SilverOak Wealth Management position in Q2 2026.
Citigroup made up 0.03% of SilverOak Wealth Management's portfolio in Q2 2026, its #119 holding.
2,625 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on SilverOak Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.