Citigroup Inc.
CL ˙ SNSE ˙ US1729674242
SecurityCL:C / Citigroup Inc.
InstitutionFirst Foundation Advisors
Latest Disclosed Ownership6,532 shares
Latest Disclosed Value $ 740,763
First Foundation Advisors reports 8.11% increase in ownership of C / Citigroup Inc.

On May 4, 2026 - First Foundation Advisors filed a 13F-HR form disclosing ownership of 6,532 shares of Citigroup Inc. (CL:C) valued at $740,763 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 4, 2026 disclosing 6,042 shares of Citigroup Inc.. This represents a change in shares of 8.11% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-04 2026-03-31 13F CITIGROUP COM NEW 172967424 6,532 490 8.11 741 5.11 0.0298
2026-02-04 2025-12-31 13F CITIGROUP COM NEW 172967424 6,042 427 7.60 705 23.73 0.0266
2025-11-17 2025-09-30 13F CITIGROUP COM NEW 172967424 5,615 1,607 40.09 570 66.86 0.0211
2025-08-14 2025-06-30 13F CITIGROUP COM NEW 172967424 4,008 0 0.00 341 20.07 0.0126
2025-05-08 2025-03-31 13F CITIGROUP COM NEW 172967424 4,008 0 0.00 285 0.71 0.0116
2025-02-13 2024-12-31 13F CITIGROUP COM NEW 172967424 4,008 1 0.02 282 12.80 0.0106
2024-11-14 2024-09-30 13F CITIGROUP COM NEW 172967424 4,007 1,140 39.76 251 38.12 0.0094
2024-08-06 2024-06-30 13F CITIGROUP COM NEW 172967424 2,867 125 4.56 182 4.62 0.0070
2024-05-10 2024-03-31 13F CITIGROUP COM NEW 172967424 2,742 468 20.58 173 49.14 0.0069
2024-02-14 2023-12-31 13F CITIGROUP COM NEW 172967424 2,274 2,274 117 0.0053
2023-11-15 2023-09-30 13F CITIGROUP COM NEW 172967424 0 -4,901 -100.00 0 -100.00
2023-08-14 2023-06-30 13F CITIGROUP COM NEW 172967424 4,901 4,901 226 0.0098
2022-11-10 2022-09-30 13F CITIGROUP COM NEW 172967424 0 -5,507 -100.00 0 -100.00
2022-08-12 2022-06-30 13F CITIGROUP COM NEW 172967424 5,507 323 6.23 253 -8.66 0.0112
2022-05-05 2022-03-31 13F CITIGROUP COM NEW 172967424 5,184 1,236 31.31 277 16.39 0.0100
2022-02-14 2021-12-31 13F CITIGROUP COM NEW 172967424 3,948 -2,693 -40.55 238 -48.93 0.0082
2021-11-15 2021-09-30 13F CITIGROUP COM NEW 172967424 6,641 -61 -0.91 466 -1.69 0.0174
2021-08-13 2021-06-30 13F CITIGROUP COM NEW 172967424 6,702 993 17.39 474 14.22 0.0183
2021-05-18 2021-03-31 13F CITIGROUP COM NEW 172967424 5,709 28 0.49 415 18.57 0.0178
2021-02-16 2020-12-31 13F CITIGROUP COM NEW 172967424 5,681 305 5.67 350 50.86 0.0155
2020-11-12 2020-09-30 13F Citigroup COM NEW 172967424 5,376 13 0.24 232 -15.33 0.0108
2020-08-14 2020-06-30 13F Citigroup COM NEW 172967424 5,363 -276 -4.89 274 15.13 0.0141
2020-05-11 2020-03-31 13F Citigroup COM NEW 172967424 5,639 -1,163 -17.10 238 -56.17 0.0146
2020-02-11 2019-12-31 13F Citigroup COM NEW 172967424 6,802 -26,633 -79.66 543 -76.49 0.0269
2019-11-12 2019-09-30 13F Citigroup COM NEW 172967424 33,435 708 2.16 2,310 0.79 0.1233
2019-08-14 2019-06-30 13F Citigroup COM NEW 172967424 32,727 1,883 6.10 2,292 19.44 0.1283
2019-05-13 2019-03-31 13F Citigroup COM NEW 172967424 30,844 11,304 57.85 1,919 88.51 0.1137
2019-02-14 2018-12-31 13F Citigroup COM NEW 172967424 19,540 14,854 316.99 1,018 202.98 0.0643
2018-11-13 2018-09-30 13F Citigroup COM NEW 172967424 4,686 -1,324 -22.03 336 -16.42 0.0186
2018-08-14 2018-06-30 13F CITIGROUP COM NEW 172967424 6,010 777 14.85 402 13.88 0.0236
2018-05-15 2018-03-31 13F Citigroup COM NEW 172967424 5,233 -874 -14.31 353 -22.25 0.0197
2018-02-14 2017-12-31 13F Citigroup COM NEW 172967424 6,107 -1,002 -14.09 454 -12.19 0.0245
2017-11-14 2017-09-30 13F Citigroup COM NEW 172967424 7,109 -27,646 -79.55 517 -77.75 0.0293
2017-08-14 2017-06-30 13F Citigroup COM NEW 172967424 34,755 34,755 2,324 0.1367
2016-08-16 2016-06-30 13F Citigroup COM NEW 172967424 0 -6,802 -100.00 0 -100.00
2016-05-13 2016-03-31 13F Citigroup COM NEW 172967424 6,802 -211 -3.01 284 -21.76 0.0206
2016-02-16 2015-12-31 13F Citigroup COM NEW 172967424 7,013 -161 -2.24 363 1.97 0.0248
2015-11-16 2015-09-30 13F Citigroup COM NEW 172967424 7,174 110 1.56 356 -8.72 0.0292
2015-08-13 2015-06-30 13F Citigroup COM NEW 172967424 7,064 -542 -7.13 390 -0.51 0.0310
2015-05-14 2015-03-31 13F Citigroup COM NEW 172967424 7,606 888 13.22 392 7.69 0.0328
2015-02-17 2014-12-31 13F Citigroup COM NEW 172967424 6,718 -1,916 -22.19 364 -18.57 0.0321
2014-11-14 2014-09-30 13F Citigroup COM NEW 172967424 8,634 2,021 30.56 447 43.73 0.0445
2014-08-15 2014-06-30 13F Citigroup COM NEW 172967424 6,613 -266 -3.87 311 -4.89 0.0339
2014-05-15 2014-03-31 13F Citigroup COM NEW 172967424 6,879 -1,213 -14.99 327 -22.51 0.0405
2014-02-14 2013-12-31 13F Citigroup COM NEW 172967424 8,092 910 12.67 422 21.26 0.0568
2013-11-15 2013-09-30 13F Citigroup COM NEW 172967424 7,182 -474 -6.19 348 -5.18 0.0541
2013-08-09 2013-06-30 13F Citigroup COM NEW 172967424 7,656 7,656 367 0.0719
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.