Citigroup Inc.
MX ˙ BMV ˙ US1729674242
SecurityMX:C / Citigroup Inc.
InstitutionBoston Private Wealth Llc
Latest Disclosed Ownership12,324 shares
Latest Disclosed Value $ 1,397,707
Boston Private Wealth Llc reports 2.28% decrease in ownership of C / Citigroup Inc.

On April 17, 2026 - Boston Private Wealth Llc filed a 13F-HR form disclosing ownership of 12,324 shares of Citigroup Inc. (MX:C) valued at $1,397,707 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 4, 2026 disclosing 12,611 shares of Citigroup Inc.. This represents a change in shares of -2.28% 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)
2026-04-17 2026-03-31 13F CITIGROUP COM 172967424 12,324 -287 -2.28 1,398 -5.03 0.0921
2026-02-04 2025-12-31 13F CITIGROUP COM 172967424 12,611 -682 -5.13 1,472 9.04 0.0868
2025-11-06 2025-09-30 13F CITIGROUP COM 172967424 13,293 -2,913 -17.97 1,349 -2.18 0.0726
2025-08-14 2025-06-30 13F CITIGROUP COM 172967424 16,206 16,206 1,379 0.0739
2025-05-14 2025-03-31 13F CITIGROUP COM 172967424 0 -22,181 -100.00 0 -100.00
2025-02-05 2024-12-31 13F CITIGROUP COM 172967424 22,181 22,181 1,561 0.0292
2024-10-18 2024-09-30 13F CITIGROUP COM 172967424 0 -28,343 -100.00 0 -100.00
2024-08-06 2024-06-30 13F CITIGROUP COM 172967424 28,343 -7,476 -20.87 1,799 -20.62 0.0445
2024-05-15 2024-03-31 13F CITIGROUP COM 172967424 35,819 2,816 8.53 2,265 33.47 0.0505
2024-01-30 2023-12-31 13F CITIGROUP COM 172967424 33,003 3,512 11.91 1,698 40.02 0.0413
2023-10-23 2023-09-30 13F CITIGROUP COM 172967424 29,491 -15,407 -34.32 1,213 -41.36 0.0266
2023-07-24 2023-06-30 13F CITIGROUP COM 172967424 44,898 -5,128 -10.25 2,067 -11.86 0.0374
2023-05-12 2023-03-31 13F CITIGROUP COM 172967424 50,026 2,237 4.68 2,346 8.51 0.0328
2023-02-10 2022-12-31 13F Citigroup COM 172967424 47,789 -38,737 -44.77 2,161 -40.07 0.0292
2022-11-09 2022-09-30 13F Citigroup COM 172967424 86,526 43,412 100.69 3,606 81.85 0.0527
2022-08-16 2022-06-30 13F Citigroup COM 172967424 43,114 6,980 19.32 1,983 2.80 0.0305
2022-05-13 2022-03-31 13F Citigroup COM 172967424 36,134 1,565 4.53 1,929 -7.57 0.0258
2022-02-15 2021-12-31 13F Citigroup COM 172967424 34,569 -7,221 -17.28 2,087 -28.84 0.0342
2021-11-09 2021-09-30 13F Citigroup COM 172967424 41,790 9,289 28.58 2,933 27.58 0.0377
2021-08-13 2021-06-30 13F Citigroup COM 172967424 32,501 -980 -2.93 2,299 -5.62 0.0291
2021-05-11 2021-03-31 13F Citigroup COM 172967424 33,481 1,432 4.47 2,436 23.28 0.0339
2021-02-10 2020-12-31 13F CITIGROUP INC COM COM 172967424 32,049 -4,107 -11.36 1,976 26.83 0.0290
2020-11-10 2020-09-30 13F CITIGROUP INC COM COM 172967424 36,156 11,874 48.90 1,558 25.54 0.0257
2020-08-05 2020-06-30 13F CITIGROUP INC COM COM 172967424 24,282 -2,423 -9.07 1,241 10.31 0.0231
2020-05-11 2020-03-31 13F Citigroup COM 172967424 26,705 -6,649 -19.93 1,125 -57.77 0.0273
2020-02-13 2019-12-31 13F Citigroup COM 172967424 33,354 -2,199 -6.19 2,664 8.47 0.0485
2019-11-01 2019-09-30 13F Citigroup COM 172967424 35,553 -4,369 -10.94 2,456 -12.16 0.0489
2019-07-10 2019-06-30 13F Citigroup COM 172967424 39,922 -14,843 -27.10 2,796 -17.96 0.0939
2019-05-14 2019-03-31 13F Citigroup COM 172967424 54,765 -68,150 -55.44 3,408 -46.74 0.1346
2019-02-14 2018-12-31 13F Citigroup COM 172967424 122,915 -109,887 -47.20 6,399 -61.68 0.2730
2018-11-13 2018-09-30 13F Citigroup COM 172967424 232,802 4,724 2.07 16,701 9.42 0.5907
2018-08-14 2018-06-30 13F Citigroup COM 172967424 228,078 -3,002 -1.30 15,263 -2.15 0.5853
2018-05-11 2018-03-31 13F Citigroup COM 172967424 231,080 1,155 0.50 15,598 -8.83 0.5983
2018-02-13 2017-12-31 13F Citigroup COM 172967424 229,925 -22,211 -8.81 17,108 -6.72 0.6436
2017-11-13 2017-09-30 13F Citigroup COM 172967424 252,136 5,181 2.10 18,341 11.04 0.7053
2017-08-04 2017-06-30 13F Citigroup COM 172967424 246,955 20,037 8.83 16,517 21.68 0.6481
2017-05-11 2017-03-31 13F Citigroup COM 172967424 226,918 100,859 80.01 13,574 81.18 0.5407
2017-02-15 2016-12-31 13F Citigroup COM 172967424 126,059 -9,282 -6.86 7,492 17.21 0.3100
2016-11-15 2016-09-30 13F/A-1 Citigroup COM 172967424 135,341 -318,759 -70.20 6,392 -66.79 0.2600
2016-11-14 2016-09-30 13F Citigroup COM 172967424 454,100 0 19,249 0.7853
2016-08-01 2016-06-30 13F Citigroup COM 172967424 454,100 -15,222 -3.24 19,249 -1.76 0.7853
2016-05-13 2016-03-31 13F Citigroup COM 172967424 469,322 69,633 17.42 19,594 -5.27 0.7978
2016-02-12 2015-12-31 13F Citigroup COM 172967424 399,689 -8,566 -2.10 20,683 2.12 0.8159
2015-11-12 2015-09-30 13F Citigroup COM 172967424 408,255 -34,006 -7.69 20,254 -17.10 0.7851
2015-08-13 2015-06-30 13F Citigroup COM 172967424 442,261 -3,399 -0.76 24,431 6.41 0.8085
2015-05-12 2015-03-31 13F Citigroup COM 172967424 445,660 82,961 22.87 22,960 16.99 0.7413
2015-02-10 2014-12-31 13F Citigroup COM 172967424 362,699 362,699 19,626 0.6346
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.