ECA
C icon

Elevated Capital Advisors’s Citigroup C Stock Holding History

Elevated Capital Advisors’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 		$331K Sell
2,363
-1,652
-41% -$215K 0.09% 190
2026
Q1 		$455K Buy
4,015
+3,948
+5,893% +$450K 0.11% 192
2025
Q4 		$7.82K Buy
+67
New +$6.96K ﹤0.01% 471

Other funds holding C

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Elevated Capital Advisors's C Position: Q2 2026 in Review

Elevated Capital Advisors reduced its Citigroup (C) stake by 41% in Q2 2026, selling an estimated $215K and leaving 2,363 shares worth $331K. The position accounts for 0.09% of the portfolio, ranked #190.

Elevated Capital Advisors first reported a position in C in Q4 2025 and has held it in 3 quarters since. The position peaked at $455K in Q1 2026. 2,625 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Elevated Capital Advisors held 2,363 shares of Citigroup worth $331K as of Q2 2026.
  • Elevated Capital Advisors sold 1,652 Citigroup shares in Q2 2026, an estimated $215K.
  • Citigroup made up 0.09% of Elevated Capital Advisors's portfolio in Q2 2026, its #190 holding.
  • Elevated Capital Advisors first reported a position in Citigroup in Q4 2025 and has held it in 3 quarters since.
  • Elevated Capital Advisors's Citigroup position peaked at $455K in Q1 2026.
  • 2,625 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Elevated Capital Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.