SEC 13F Intelligence

Viewpoint Capital Management LLC / TRVC

Viewpoint Capital Management LLC’s Citigroup Inc Position

Does Viewpoint Capital Management LLC own Citigroup Inc (TRVC)? Yes58.6K shares worth $7M (+3.11% of its 13F portfolio) as of Q1 2026, down from 60.9K shares the prior filed quarter.

Position Value
$7M
Q1 2026
Shares
58.6K
% of Portfolio
+3.11%
Quarters Held
18
currently held

Position History TRVC

Reported value by quarter
Q4 ’21: $4MQ4 ’21Q1 ’22: $3MQ2 ’22: $3MQ3 ’22: $3MQ3 ’22Q4 ’22: $3MQ1 ’23: $3MQ2 ’23: $3MQ2 ’23Q3 ’23: $3MQ4 ’23: $3MQ1 ’24: $4MQ1 ’24Q2 ’24: $4MQ3 ’24: $4MQ4 ’24: $4MQ4 ’24Q1 ’25: $4MQ2 ’25: $5MQ3 ’25: $6MQ3 ’25Q4 ’25: $7MQ1 ’26: $7Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202658.6K$7M+3.11%
Q4 202560.9K$7M+3.08%
Q3 202561.5K$6M+2.75%
Q2 202561.5K$5M+2.57%
Q1 202561.8K$4M+2.36%
Q4 202461.1K$4M+2.26%
Q3 202461.3K$4M+2.12%
Q2 202462.0K$4M+2.41%
Q1 202462.0K$4M+2.49%
Q4 202362.1K$3M+2.23%
Q3 202362.2K$3M+2.04%
Q2 202361.6K$3M+2.19%
Q1 202360.2K$3M+2.53%
Q4 202260.6K$3M+2.65%
Q3 202260.8K$3M+2.51%
Q2 202261.4K$3M+2.65%
Q1 202261.6K$3M+2.53%
Q4 202161.9K$4M+2.71%

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