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Citigroup shares owned by SilverOak Wealth Management

Quarter-by-quarter ownership of Citigroup (C) shares owned by SilverOak Wealth Management from 13F filings

Historical chart of SilverOak Wealth Management investment in Citigroup

Tip: Access up to 7 years of quarterly data

All positions including Citigroup held by SilverOak Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Citigroup by SilverOak Wealth Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $223k 1.6k 139.96

More positions owned by SilverOak Wealth Management

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Mid Cap Etf (VO)
Spdr Series Trust ST STR P500GRW (SPYG)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Spdr Series Trust St Str P500val (SPYV)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr S&p 500 Val Etf (IVE)
Spdr Series Trust ST STR SP600 SML (SPSM)
Ishares Tr Russell 2000 Etf (IWM)
Doubleline Etf Trust Oppo Core Bd Etf (DBND)
J P Morgan Exchange Traded F U S Tec Lea Etf (JTEK)
3M Company (MMM)
Capital Group New Geography SHS (CGNG)

View all positions for SilverOak Wealth Management

Top funds holding Citigroup

BlackRock
Vanguard Capital Management
State Street Corporation
Geode Capital Management
Capital World Investors
Franklin Resources
Fisher Investments
Vanguard Portfolio Management
FMR
Susquehanna International
Morgan Stanley
Bank of America Corporation
T. Rowe Price Associates
Bank of New York Mellon
Citadel Advisors

View all funds holding Citigroup