Atala Financial
C icon

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
Q3 		$347K Sell
2,681
-1
-0% -$135 0.2% 93
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

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Sarasin & Partners
Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
AMF Tjänstepension
AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return
Hosking Partners
Hosking Partners London, United Kingdom $2.81B AUM 67.07% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Atala Financial's C Position: Q3 2026 in Review

Atala Financial reduced its Citigroup (C) stake by 0.04% in Q3 2026, selling an estimated $135 and leaving 2,681 shares worth $347K. The position accounts for 0.2% of the portfolio, ranked #93.

Atala Financial first reported a position in C in Q4 2024 and has held it in 8 quarters since. The position peaked at $375K in Q2 2026. 745 funds tracked by Wall St. Rank hold C as of Q3 2026.

  • Atala Financial held 2,681 shares of Citigroup worth $347K as of Q3 2026.
  • Atala Financial sold 1 Citigroup share in Q3 2026, an estimated $135.
  • Citigroup made up 0.2% of Atala Financial's portfolio in Q3 2026, its #93 holding.
  • Atala Financial first reported a position in Citigroup in Q4 2024 and has held it in 8 quarters since.
  • Atala Financial's Citigroup position peaked at $375K in Q2 2026.
  • 745 funds tracked by Wall St. Rank held Citigroup as of Q3 2026.

Based on Atala Financial's 13F filing for Q3 2026, filed 22 Oct 2026.