Foundations Investment Advisors, LLC / TRVC
Foundations Investment Advisors, LLC’s Citigroup Inc Position
Does Foundations Investment Advisors, LLC own Citigroup Inc (TRVC)? Yes — 617.6K shares worth $70M (+0.87% of its 13F portfolio) as of Q1 2026, up from 562.5K shares the prior filed quarter.
Position Value
$70M
Q1 2026
Shares
617.6K
% of Portfolio
+0.87%
Quarters Held
16
currently held
Position History TRVC
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 617.6K | $70M | +0.87% |
| Q4 2025 | 562.5K | $66M | +0.86% |
| Q3 2025 | 506.7K | $51M | +0.75% |
| Q2 2025 | 462.0K | $39M | +0.62% |
| Q1 2025 | 384.3K | $27M | +0.50% |
| Q4 2024 | 319.7K | $23M | +0.43% |
| Q3 2024 | 261.5K | $16M | +0.34% |
| Q2 2024 | 229.3K | $15M | +0.35% |
| Q1 2024 | 204.3K | $13M | +0.34% |
| Q4 2023 | 171.6K | $10M | +0.26% |
| Q3 2023 | 145.5K | $6M | +0.18% |
| Q2 2023 | 108.2K | $5M | +0.16% |
| Q1 2023 | 77.3K | $4M | +0.13% |
| Q4 2022 | 56.7K | $3M | +0.10% |
| Q3 2022 | 19.8K | $827,000 | +0.04% |
| Q2 2022 | 5.0K | $233,000 | +0.01% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Foundations Investment Advisors, LLC’s full portfolio or all institutional holders of TRVC.