Elevatus Welath Management’s Citigroup C Stock Holding History

Elevatus Welath 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 Q1	–	Sell	-27,080	Closed	-$3.16M	–	147
2025 Q4	$3.16M	Buy	+27,080	New	+$2.81M	0.86%	35

Other funds holding C

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Elevatus Welath Management's C Position: Q1 2026 in Review

Elevatus Welath Management sold out of Citigroup (C) in Q1 2026, closing a stake of 27,080 shares — an estimated $3.16M sold.

Elevatus Welath Management first reported a position in C in Q4 2025 and held it in 1 quarter. The position peaked at $3.16M in Q4 2025. 2,478 funds tracked by Wall St. Rank hold C as of Q1 2026.

Elevatus Welath Management reported no remaining Citigroup position as of Q1 2026 after selling out during the quarter.
Elevatus Welath Management sold 27,080 Citigroup shares in Q1 2026, an estimated $3.16M.
Elevatus Welath Management first reported a position in Citigroup in Q4 2025 and held it in 1 quarter.
Elevatus Welath Management's Citigroup position peaked at $3.16M in Q4 2025.
2,478 funds tracked by Wall St. Rank held Citigroup as of Q1 2026.

Based on Elevatus Welath Management's 13F filing for Q1 2026, filed 15 Apr 2026.