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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
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 $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
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
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
BS
Banco Santander Madrid, Spain $16.1B AUM 35.02% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Elevation Wealth Partners's C Position: Q2 2026 in Review

Elevation Wealth Partners increased its Citigroup (C) stake by 29% in Q2 2026, buying an estimated $45.8K and bringing the position to 1,550 shares worth $217K. The position accounts for 0.07% of the portfolio, ranked #129.

Elevation Wealth Partners first reported a position in C in Q4 2023 and has held it in 11 quarters since. 993 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Elevation Wealth Partners held 1,550 shares of Citigroup worth $217K as of Q2 2026.
  • Elevation Wealth Partners bought 352 Citigroup shares in Q2 2026, an estimated $45.8K.
  • Citigroup made up 0.07% of Elevation Wealth Partners's portfolio in Q2 2026, its #129 holding.
  • Elevation Wealth Partners first reported a position in Citigroup in Q4 2023 and has held it in 11 quarters since.
  • 993 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.