Truvestments Capital LLC

Position in C — Citigroup Inc

CIK 1750405 SARASOTA, FL

Position in C

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$70,679

-$655 QoQ

Shares Held

505

-19.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#2,388

of 2,617 holders

Holding Since

Mar 2020

16 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Truvestments Capital LLC holds $2,154,837 across 8 Banks - Diversified names. C ranks #4 (3.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	5,344	$1,749,251
2	BAC	Bank Of America Corp /De/	2,070	$117,948
3	WFC	Wells Fargo & Company/Mn	1,243	$102,721
4	C	Citigroup Inc This page	505	$70,679
5	BMO	Bank Of Montreal /Can/	300	$53,010
6	BNY	Bank of New York Mellon Corp	213	$30,801
7	CM	Canadian Imperial Bank Of Commerce /Can/	262	$30,130
8	UBS	UBS Group AG	6	$297

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$70,679	505	-19.7%	Shares	Sole	2026-08-12
2026-03-31	$71,334	629	+24.6%	Shares	Sole	2026-05-13
2025-12-31	$58,928	505	-12.6%	Shares	Sole	2026-02-13
2025-09-30	$58,667	578	+209.1%	Shares	Sole	2025-11-14
2025-06-30	$15,917	187	-56.8%	Shares	Sole	2025-08-13
2025-03-31	$30,738	433	+131.6%	Shares	Sole	2025-05-14
2024-12-31	$13,162	187	+259.6%	Shares	Sole	2025-02-10
2024-09-30	$3,255	52	-97.9%	Shares	Sole	2024-11-13
2023-12-31	$130,246	2,532	+662.7%	Shares	Sole	2024-02-14
2023-09-30	$13,655	332	-2.9%	Shares	Sole	2023-11-13
2023-06-30	$15,745	342	+3320.0%	Shares	Sole	2023-08-10
2023-03-31	$468	10	-91.6%	Shares	Sole	2023-05-12
2021-03-31	$8,657	119	+0.8%	Shares	Sole	2021-05-18
2020-12-31	$7,275	118	-61.2%	Shares	Sole	2021-02-17
2020-06-30	$15,534	304	-54.5%	Shares	Sole	2020-08-06
2020-03-31	$28,136	668	—	Shares	Sole	2020-05-07
No filing history on record for this holder in this stock.