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SkyOak Wealth’s Citigroup C Stock Holding History

SkyOak Wealth’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 		$222K Sell
1,585
-200
-11% -$26K 0.04% 231
2026
Q1 		$202K Hold
1,785
– – 0.04% 244
2025
Q4 		$208K Buy
+1,785
New +$185K 0.04% 237
2020
Q1 		– Sell
-2,743
Closed -$219K – 228
2019
Q4 		$219K Buy
+2,743
New +$203K 0.07% 270

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

SkyOak Wealth's C Position: Q2 2026 in Review

SkyOak Wealth reduced its Citigroup (C) stake by 11% in Q2 2026, selling an estimated $26K and leaving 1,585 shares worth $222K. The position accounts for 0.04% of the portfolio, ranked #231.

SkyOak Wealth first reported a position in C in Q4 2019 and has held it in 4 quarters since. 2,634 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • SkyOak Wealth held 1,585 shares of Citigroup worth $222K as of Q2 2026.
  • SkyOak Wealth sold 200 Citigroup shares in Q2 2026, an estimated $26K.
  • Citigroup made up 0.04% of SkyOak Wealth's portfolio in Q2 2026, its #231 holding.
  • SkyOak Wealth first reported a position in Citigroup in Q4 2019 and has held it in 4 quarters since.
  • 2,634 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on SkyOak Wealth's 13F filing for Q2 2026, filed 30 Jul 2026.