SEC 13F Intelligence

44 Wealth Management LLC / TRVC

44 Wealth Management LLC’s Citigroup Inc Position

Does 44 Wealth Management LLC own Citigroup Inc (TRVC)? Yes28.2K shares worth $3M (+1.12% of its 13F portfolio) as of Q1 2026, down from 32.7K shares the prior filed quarter.

Position Value
$3M
Q1 2026
Shares
28.2K
% of Portfolio
+1.12%
Quarters Held
17
currently held

Position History TRVC

Reported value by quarter
Q1 ’21: $2MQ1 ’21Q2 ’21: $2MQ3 ’21: $2MQ4 ’21: $1MQ4 ’21Q1 ’22: $1MQ2 ’22: $1MQ3 ’22: $1MQ3 ’22Q4 ’22: $1MQ1 ’23: $1MQ2 ’23: $1MQ2 ’23Q3 ’24: $2MQ4 ’24: $3MQ1 ’25: $3MQ1 ’25Q2 ’25: $3MQ3 ’25: $4MQ4 ’25: $4MQ4 ’25Q1 ’26: $3Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202628.2K$3M+1.12%
Q4 202532.7K$4M+1.28%
Q3 202536.9K$4M+1.27%
Q2 202535.7K$3M+1.08%
Q1 202536.6K$3M+0.98%
Q4 202436.9K$3M+1.00%
Q3 202439.6K$2M+0.88%
Q2 202324.6K$1M+0.39%
Q1 202324.9K$1M+0.40%
Q4 202224.3K$1M+0.38%
Q3 202227.5K$1M+0.47%
Q2 202227.6K$1M+0.49%
Q1 202223.4K$1M+0.45%
Q4 202122.3K$1M+0.47%
Q3 202125.5K$2M+0.68%
Q2 202125.7K$2M+0.70%
Q1 202126.5K$2M+0.81%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See 44 Wealth Management LLC’s full portfolio or all institutional holders of TRVC.