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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SkyOak Wealth's C Position: Q1 2026 in Review

SkyOak Wealth held its Citigroup (C) position steady in Q1 2026 at 1,785 shares worth $202K. The position accounts for 0.04% of the portfolio, ranked #244.

SkyOak Wealth first reported a position in C in Q4 2019 and has held it in 3 quarters since. The position peaked at $219K in Q4 2019. 2,454 funds tracked by Wall St. Rank hold C as of Q1 2026.

  • SkyOak Wealth held 1,785 shares of Citigroup worth $202K as of Q1 2026.
  • SkyOak Wealth left its Citigroup share count unchanged in Q1 2026.
  • Citigroup made up 0.04% of SkyOak Wealth's portfolio in Q1 2026, its #244 holding.
  • SkyOak Wealth first reported a position in Citigroup in Q4 2019 and has held it in 3 quarters since.
  • SkyOak Wealth's Citigroup position peaked at $219K in Q4 2019.
  • 2,454 funds tracked by Wall St. Rank held Citigroup as of Q1 2026.

Based on SkyOak Wealth's 13F filing for Q1 2026, filed 30 Apr 2026.