Elevation Wealth Partners
C icon

Elevation Wealth Partners’s Citigroup C Stock Holding History

Elevation Wealth Partners’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 		$236K Buy
1,826
+276
+18% +$37.2K 0.07% 128
2026
Q2 		$217K Buy
1,550
+352
+29% +$45.8K 0.07% 129
2026
Q1 		$136K Buy
1,198
+7
+0.6% +$797 0.05% 146
2025
Q4 		$139K Buy
1,191
+36
+3% +$3.74K 0.05% 140
2025
Q3 		$117K Buy
1,155
+155
+16% +$14.7K 0.04% 161
2025
Q2 		$85.1K Hold
1,000
– – 0.03% 187
2025
Q1 		$71K Hold
1,000
– – 0.03% 198
2024
Q4 		$70.4K Hold
1,000
– – 0.03% 202
2024
Q3 		$62.6K Hold
1,000
– – 0.03% 201
2024
Q2 		$63.5K Hold
1,000
– – 0.03% 195
2024
Q1 		$63.2K Sell
1,000
-600
-38% -$33.4K 0.03% 199
2023
Q4 		$65.8K Buy
+1,600
New +$70.8K 0.04% 187

Other funds holding C

Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
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
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 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
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

Elevation Wealth Partners's C Position: Q3 2026 in Review

Elevation Wealth Partners increased its Citigroup (C) stake by 18% in Q3 2026, buying an estimated $37.2K and bringing the position to 1,826 shares worth $236K. The position accounts for 0.07% of the portfolio, ranked #128.

Elevation Wealth Partners first reported a position in C in Q4 2023 and has held it in 12 quarters since. 905 funds tracked by Wall St. Rank hold C as of Q3 2026.

  • Elevation Wealth Partners held 1,826 shares of Citigroup worth $236K as of Q3 2026.
  • Elevation Wealth Partners bought 276 Citigroup shares in Q3 2026, an estimated $37.2K.
  • Citigroup made up 0.07% of Elevation Wealth Partners's portfolio in Q3 2026, its #128 holding.
  • Elevation Wealth Partners first reported a position in Citigroup in Q4 2023 and has held it in 12 quarters since.
  • 905 funds tracked by Wall St. Rank held Citigroup as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.