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Atala Financial’s Citigroup C Stock Holding History

Atala Financial’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 		$375K Buy
2,682
+20
+0.8% +$2.6K 0.23% 90
2026
Q1 		$306K Buy
2,662
+47
+2% +$5.35K 0.21% 96
2025
Q4 		$305K Hold
2,615
– – 0.19% 97
2025
Q3 		$265K Hold
2,615
– – 0.17% 108
2025
Q2 		$223K Hold
2,615
– – 0.15% 118
2025
Q1 		$186K Hold
2,615
– – 0.14% 121
2024
Q4 		$184K Buy
+2,615
New +$176K 0.13% 122

Other funds holding C

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
MIF
Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return
SFA
Spectrum Financial Alliance Nicholasville, Kentucky $679M AUM 83.74% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

Atala Financial's C Position: Q2 2026 in Review

Atala Financial increased its Citigroup (C) stake by 0.75% in Q2 2026, buying an estimated $2.6K and bringing the position to 2,682 shares worth $375K. The position accounts for 0.23% of the portfolio, ranked #90.

Atala Financial first reported a position in C in Q4 2024 and has held it in 7 quarters since. 803 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Atala Financial held 2,682 shares of Citigroup worth $375K as of Q2 2026.
  • Atala Financial bought 20 Citigroup shares in Q2 2026, an estimated $2.6K.
  • Citigroup made up 0.23% of Atala Financial's portfolio in Q2 2026, its #90 holding.
  • Atala Financial first reported a position in Citigroup in Q4 2024 and has held it in 7 quarters since.
  • 803 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Atala Financial's 13F filing for Q2 2026, filed 23 Jul 2026.