SEC 13F Intelligence

Highland Capital Management, LLC / TRVC

Highland Capital Management, LLC’s Citigroup Inc Position

Does Highland Capital Management, LLC own Citigroup Inc (TRVC)? Yes215.0K shares worth $24M (+1.29% of its 13F portfolio) as of Q1 2026, down from 217.8K shares the prior filed quarter.

Position Value
$24M
Q1 2026
Shares
215.0K
% of Portfolio
+1.29%
Quarters Held
30
currently held

Position History TRVC

Reported value by quarter
Q4 ’18: $13MQ4 ’18Q1 ’19: $16MQ2 ’19: $15MQ3 ’19: $14MQ4 ’19: $17MQ4 ’19Q1 ’20: $9MQ2 ’20: $13MQ3 ’20: $11MQ4 ’20: $16MQ4 ’20Q1 ’21: $18MQ2 ’21: $17MQ3 ’21: $12MQ4 ’21: $11MQ4 ’21Q1 ’22: $12MQ2 ’22: $10MQ3 ’22: $9MQ4 ’22: $9,497Q4 ’22Q1 ’23: $9MQ2 ’23: $9MQ3 ’23: $8MQ4 ’23: $10MQ4 ’23Q1 ’24: $12MQ2 ’24: $12MQ3 ’24: $13MQ4 ’24: $14MQ4 ’24Q1 ’25: $15MQ2 ’25: $18MQ3 ’25: $21MQ4 ’25: $25MQ4 ’25Q1 ’26: $24Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026215.0K$24M+1.29%
Q4 2025217.8K$25M+1.26%
Q3 2025205.0K$21M+1.04%
Q2 2025206.5K$18M+0.95%
Q1 2025205.8K$15M+0.87%
Q4 2024197.0K$14M+0.79%
Q3 2024200.9K$13M+0.72%
Q2 2024195.7K$12M+0.73%
Q1 2024190.3K$12M+0.69%
Q4 2023189.9K$10M+0.61%
Q3 2023188.5K$8M+0.53%
Q2 2023198.2K$9M+0.59%
Q1 2023202.0K$9M+0.70%
Q4 2022210.0K$9,497+0.67%
Q3 2022216.6K$9M+0.70%
Q2 2022220.0K$10M+0.73%
Q1 2022226.3K$12M+0.72%
Q4 2021183.1K$11M+0.63%
Q3 2021171.2K$12M+0.73%
Q2 2021245.6K$17M+1.04%
Q1 2021251.6K$18M+1.13%
Q4 2020256.6K$16M+1.02%
Q3 2020263.6K$11M+0.81%
Q2 2020254.6K$13M+1.02%
Q1 2020208.4K$9M+0.83%
Q4 2019206.8K$17M+1.15%
Q3 2019206.1K$14M+1.06%
Q2 2019207.2K$15M+1.08%
Q1 2019261.4K$16M+1.23%
Q4 2018255.9K$13M+1.13%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Highland Capital Management, LLC’s full portfolio or all institutional holders of TRVC.