SEC 13F Intelligence

Mfg Wealth Management, Inc. / TRVC

Mfg Wealth Management, Inc.’s Citigroup Inc Position

Does Mfg Wealth Management, Inc. own Citigroup Inc (TRVC)? Not currently — the last reported position was 30.6K shares worth $4M in Q4 2025; the fund’s latest 13F (Q2 2026) no longer reports it.

Position Value
$4M
Q4 2025
Shares
30.6K
% of Portfolio
+2.78%
Quarters Held
5
position exited

Position History TRVC

Reported value by quarter
Q4 ’24: $3MQ4 ’24Q1 ’25: $3MQ1 ’25Q2 ’25: $3MQ2 ’25Q3 ’25: $3MQ3 ’25Q4 ’25: $4MQ4 ’25filingsflow.com
QuarterSharesValue% of Portfolio
Q4 202530.6K$4M+2.78%
Q3 202533.5K$3M+2.57%
Q2 202540.5K$3M+2.90%
Q1 202540.2K$3M+2.73%
Q4 202447.3K$3M+3.05%

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