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COFG Advisors’s Celcuity CELC Stock Holding History

COFG Advisors’s Portfolio CELC Stock Details CELC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.31M Buy
12,524
+233
+2% +$26.9K 0.23% 79
2026
Q1 		$1.4M Hold
12,291
– – 0.35% 54
2025
Q4 		$1.23M Buy
+12,291
New +$1.01M 0.3% 59

Other funds holding CELC

BBA
Baker Bros. Advisors New York $20B AUM 154.41% 1-Year Est. Return
ACA
Avoro Capital Advisors New York $11.1B AUM 207.82% 1-Year Est. Return
RI
RTW Investments New York $11.7B AUM 174.13% 1-Year Est. Return
PA
Perceptive Advisors New York $6.66B AUM 360.84% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
NMC
NEA Management Company Timonium, Maryland $1.59B AUM 234.06% 1-Year Est. Return
SCM
Soleus Capital Management Greenwich, Connecticut $2.9B AUM 169.69% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

COFG Advisors's CELC Position: Q2 2026 in Review

COFG Advisors increased its Celcuity (CELC) stake by 1.9% in Q2 2026, buying an estimated $26.9K and bringing the position to 12,524 shares worth $1.31M. The position accounts for 0.23% of the portfolio, ranked #79.

COFG Advisors first reported a position in CELC in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.4M in Q1 2026. 274 funds tracked by Wall St. Rank hold CELC as of Q2 2026.

  • COFG Advisors held 12,524 shares of Celcuity worth $1.31M as of Q2 2026.
  • COFG Advisors bought 233 Celcuity shares in Q2 2026, an estimated $26.9K.
  • Celcuity made up 0.23% of COFG Advisors's portfolio in Q2 2026, its #79 holding.
  • COFG Advisors first reported a position in Celcuity in Q4 2025 and has held it in 3 quarters since.
  • COFG Advisors's Celcuity position peaked at $1.4M in Q1 2026.
  • 274 funds tracked by Wall St. Rank held Celcuity as of Q2 2026.

Based on COFG Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.