OPPENHEIMER & CO INC C — CITIGROUP INC. COM

Ownership history in OPPENHEIMER & CO INC  ·  135 quarters on record

AI Ownership Summary

OPPENHEIMER & CO INC reported CITIGROUP INC. COM (C) in 135 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.44% in 2025 Q2. The latest visible filing shows C at 0.35% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this C ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was OPPENHEIMER & CO INC's position in CITIGROUP INC. COM, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

C was reported at 0.35% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.44% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

C stock page OPPENHEIMER & CO INC fund profile OPPENHEIMER & CO INC full holdings
How OPPENHEIMER & CO INC held C — position size vs. price
% of Fund (quarterly)    C price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 255,894 -1,395 -0.5% 0.35% $29.0M 2026-04-24 $127.38
2025 Q4 REDUCED 13.1% -2.3% ✅ 257,289 -38,857 -13.1% 0.43% $30.0M 2026-02-02 $115.68
2025 Q3 REDUCED 24.7% +17.1% ❌ 296,146 -97,137 -24.7% 0.37% $30.1M 2025-11-06 $99.85
2025 Q2 ADDED — — — 393,283 +91,971 +30.5% 0.44% $33.5M 2025-07-31 $91.62
2025 Q1 REDUCED 8.9% +20.9% ❌ 301,312 -29,262 -8.9% 0.32% $21.4M 2025-04-23 $64.32
2024 Q4 ADDED — — — 330,574 +3,760 +1.2% 0.35% $23.3M 2025-02-05 $77.08
2024 Q3 REDUCED 11.4% +13.4% ❌ 326,814 -41,979 -11.4% 0.31% $20.5M 2024-11-05 $61.34
2024 Q2 ADDED — — — 368,793 +3,124 +0.9% 0.37% $23.4M 2024-08-08 $55.39
2024 Q1 ADDED — — — 365,669 +15,230 +4.3% 0.38% $23.1M 2024-05-07 $58.64
2023 Q4 ADDED — — — 350,439 +401 +0.1% 0.33% $18.0M 2024-02-13 $49.47
125 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding C

As of 2026 Q1 — sorted by position size

Kazazian Asset Management, LLC 3Y 7Y 17.68% KAHN BROTHERS GROUP INC 3Y 7Y 16.91% Spectrum Financial Alliance Ltd LLC 3Y 7Y 14.35% SALZHAUER MICHAEL 3Y 7Y 13.85% AMERICAN FINANCIAL GROUP INC 3Y 7Y 13.25% TERRIL BROTHERS, INC. 3Y 7Y 12.57% THORNBURG INVESTMENT MANAGEMENT INC 3Y 7Y 9.4% CERTUITY, LLC 3Y 6.3% Nexus Investment Management ULC 3Y 7Y 6.08% ACR Alpine Capital Research, LLC 3Y 7Y 6.0%

FAQ About OPPENHEIMER & CO INC and C

These are the practical questions this page is built to answer before you even open the full history table.

How long has OPPENHEIMER & CO INC reported owning C?

OPPENHEIMER & CO INC reported C across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported C position in OPPENHEIMER & CO INC's portfolio?

The largest reported portfolio weight for C was 0.44% in 2025 Q2.

What is the latest reported C position on this page?

The most recent filing on this page is 2026 Q1, when OPPENHEIMER & CO INC reported 255,894 shares, equal to 0.35% of portfolio, with an estimated market value of $29.0M.

What does the chart on this C ownership page compare?

The chart compares OPPENHEIMER & CO INC's quarterly C portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did OPPENHEIMER & CO INC time their C position?

Based on 13F filing dates vs. subsequent C price moves, OPPENHEIMER & CO INC correctly timed 87 out of 132 reported position changes (66%). The annualised alpha on C relative to SPY over the holding period was -8.7%.

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