Processus Wealth & Capital Management
C icon

Processus Wealth & Capital Management’s Citigroup C Stock Holding History

Processus Wealth & Capital Management’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 		$4.43M Sell
34,241
-470
-1% -$63.3K 2.58% 15
2026
Q2 		$4.86M Sell
34,711
-2,134
-6% -$278K 2.88% 12
2026
Q1 		$4.18M Buy
36,845
+106
+0.3% +$12.1K 2.84% 15
2025
Q4 		$4.29M Buy
36,739
+1,412
+4% +$147K 2.83% 14
2025
Q3 		$3.59M Sell
35,327
-568
-2% -$53.9K 2.57% 17
2025
Q2 		$3.06M Buy
35,895
+36
+0.1% +$2.6K 2.41% 19
2025
Q1 		$2.55M Buy
35,859
+484
+1% +$36.9K 2.17% 20
2024
Q4 		$2.49M Sell
35,375
-347
-1% -$23.4K 1.98% 21
2024
Q3 		$2.24M Sell
35,722
-2,232
-6% -$138K 1.84% 24
2024
Q2 		$2.41M Buy
37,954
+26
+0.1% +$1.6K 2% 22
2024
Q1 		$2.4M Buy
37,928
+6,641
+21% +$370K 2.13% 19
2023
Q4 		$1.61M Buy
+31,287
New +$1.39M 1.61% 26

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
UniSuper Management
UniSuper Management Melbourne, Victoria, Australia $20.4B AUM 33.79% 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

Processus Wealth & Capital Management's C Position: Q3 2026 in Review

Processus Wealth & Capital Management reduced its Citigroup (C) stake by 1.4% in Q3 2026, selling an estimated $63.3K and leaving 34,241 shares worth $4.43M. The position accounts for 2.58% of the portfolio, ranked #15.

Processus Wealth & Capital Management first reported a position in C in Q4 2023 and has held it in 12 quarters since. The position peaked at $4.86M in Q2 2026. 811 funds tracked by Wall St. Rank hold C as of Q3 2026.

  • Processus Wealth & Capital Management held 34,241 shares of Citigroup worth $4.43M as of Q3 2026.
  • Processus Wealth & Capital Management sold 470 Citigroup shares in Q3 2026, an estimated $63.3K.
  • Citigroup made up 2.58% of Processus Wealth & Capital Management's portfolio in Q3 2026, its #15 holding.
  • Processus Wealth & Capital Management first reported a position in Citigroup in Q4 2023 and has held it in 12 quarters since.
  • Processus Wealth & Capital Management's Citigroup position peaked at $4.86M in Q2 2026.
  • 811 funds tracked by Wall St. Rank held Citigroup as of Q3 2026.

Based on Processus Wealth & Capital Management's 13F filing for Q3 2026, filed 16 Oct 2026.