TCV Trust & Wealth Management, Inc.

Position in C — Citigroup Inc

CIK 1135439 RICHMOND, VA

Position in C

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$245,069

-$47,755 QoQ

Shares Held

1,751

-32.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#2,151

of 2,621 holders

Holding Since

Sep 2025

4 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

TCV Trust & Wealth Management, Inc. holds $29,880,492 across 5 Banks - Diversified names. C ranks #5 (0.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	83,227	$27,242,693
2	BNY	Bank of New York Mellon Corp	8,403	$1,215,156
3	BAC	Bank Of America Corp /De/	15,351	$874,699
4	WFC	Wells Fargo & Company/Mn	3,665	$302,875
5	C	Citigroup Inc This page	1,751	$245,069

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$245,069	1,751	-32.2%	Shares	Sole	2026-07-24
2026-03-31	$292,824	2,582	+3.2%	Shares	Sole	2026-04-21
2025-12-31	$291,957	2,502	+12.6%	Shares	Sole	2026-01-23
2025-09-30	$225,533	2,222	—	Shares	Sole	2025-10-23
No filing history on record for this holder in this stock.