SEC 13F Intelligence

Constant Guidance Financial LLC / TRVC

Constant Guidance Financial LLC’s Citigroup Inc Position

Does Constant Guidance Financial LLC own Citigroup Inc (TRVC)? Not currently — the last reported position was 49.3K shares worth $3M in Q4 2024; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$3M
Q4 2024
Shares
49.3K
% of Portfolio
+2.99%
Quarters Held
4
position exited

Position History TRVC

Reported value by quarter
Q4 ’23: $3MQ4 ’23Q1 ’24: $3MQ1 ’24Q2 ’24: $2MQ2 ’24Q4 ’24: $3MQ4 ’24filingsflow.com
QuarterSharesValue% of Portfolio
Q4 202449.3K$3M+2.99%
Q2 202436.0K$2M+2.35%
Q1 202442.5K$3M+2.40%
Q4 202359.9K$3M+3.14%

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