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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
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

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

Processus Wealth & Capital Management's C Position: Q2 2026 in Review

Processus Wealth & Capital Management reduced its Citigroup (C) stake by 5.8% in Q2 2026, selling an estimated $278K and leaving 34,711 shares worth $4.86M. The position accounts for 2.88% of the portfolio, ranked #12.

Processus Wealth & Capital Management first reported a position in C in Q4 2023 and has held it in 11 quarters since. 803 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Processus Wealth & Capital Management held 34,711 shares of Citigroup worth $4.86M as of Q2 2026.
  • Processus Wealth & Capital Management sold 2,134 Citigroup shares in Q2 2026, an estimated $278K.
  • Citigroup made up 2.88% of Processus Wealth & Capital Management's portfolio in Q2 2026, its #12 holding.
  • Processus Wealth & Capital Management first reported a position in Citigroup in Q4 2023 and has held it in 11 quarters since.
  • 803 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Processus Wealth & Capital Management's 13F filing for Q2 2026, filed 10 Jul 2026.