SEC 13F Intelligence

Massachusetts Wealth Management / TRVC

Massachusetts Wealth Management’s Citigroup Inc Position

Does Massachusetts Wealth Management own Citigroup Inc (TRVC)? Yes — 51.5K shares worth $6M (+2.53% of its 13F portfolio) as of Q1 2026, up from 51.2K shares the prior filed quarter.

Position Value
$6M
Q1 2026
Shares
51.5K
% of Portfolio
+2.53%
Quarters Held
14
currently held

Position History TRVC

Reported value by quarter
Q4 ’22: $2MQ4 ’22Q1 ’23: $2MQ2 ’23: $2MQ2 ’23Q3 ’23: $2MQ4 ’23: $2MQ4 ’23Q1 ’24: $3MQ2 ’24: $3MQ2 ’24Q3 ’24: $3MQ4 ’24: $3MQ4 ’24Q1 ’25: $4MQ2 ’25: $4MQ2 ’25Q3 ’25: $5MQ4 ’25: $6MQ4 ’25Q1 ’26: $6Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202651.5K$6M+2.53%
Q4 202551.2K$6M+2.78%
Q3 202551.1K$5M+2.57%
Q2 202550.2K$4M+2.41%
Q1 202549.9K$4M+2.43%
Q4 202443.5K$3M+1.89%
Q3 202440.9K$3M+1.62%
Q2 202440.9K$3M+1.74%
Q1 202440.7K$3M+1.81%
Q4 202339.8K$2M+1.65%
Q3 202339.6K$2M+1.50%
Q2 202339.9K$2M+1.76%
Q1 202338.8K$2M+1.88%
Q4 202239.8K$2M+2.01%

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