ELEVATION WEALTH PARTNERS, LLC

Position in C — Citigroup Inc

CIK 1976256 WALNUT CREEK, CA

Position in C

as of Jun 30, 2026 · filed Jul 8, 2026 Compact

Position Value

$216,938

+$81,073 QoQ

Shares Held

1,550

+29.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.24%

of 13F equity value

Holder Rank

#2,233

of 2,617 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

ELEVATION WEALTH PARTNERS, LLC holds $1,858,680 across 18 Banks - Diversified names. C ranks #3 (11.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	3,409	$1,115,867
2	BAC	Bank Of America Corp /De/	4,129	$235,270
3	C	Citigroup Inc This page	1,550	$216,938
4	BNY	Bank of New York Mellon Corp	268	$38,755
5	WFC	Wells Fargo & Company/Mn	444	$36,692
6	MUFG	Mitsubishi Ufj Financial Group Inc	1,269	$25,240
7	SMFG	Sumitomo Mitsui Financial Group, Inc.	928	$21,882
8	HSBC	Hsbc Holdings PLC	222	$21,109

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$216,938	1,550	+29.4%	Shares	Sole	2026-07-08
2026-03-31	$135,865	1,198	+0.6%	Shares	Sole	2026-04-14
2025-12-31	$138,977	1,191	+3.1%	Shares	Sole	2026-01-09
2025-09-30	$117,232	1,155	+15.5%	Shares	Sole	2025-10-14
2025-06-30	$85,120	1,000	0.0%	Shares	Sole	2025-07-08
2025-03-31	$70,990	1,000	0.0%	Shares	Sole	2025-04-09
2024-12-31	$70,390	1,000	0.0%	Shares	Sole	2025-01-29
2024-09-30	$62,600	1,000	0.0%	Shares	Sole	2024-10-04
2024-06-30	$63,460	1,000	0.0%	Shares	Sole	2024-07-09
2024-03-31	$63,240	1,000	-37.5%	Shares	Sole	2024-04-19
2023-12-31	$82,304	1,600	—	Shares	Sole	2024-01-17
No filing history on record for this holder in this stock.