Citigroup Inc.
MX ˙ BMV ˙ US1729674242
SecurityMX:C / Citigroup Inc.
InstitutionCornerstone Wealth Management, LLC
Latest Disclosed Ownership21,294 shares
Latest Disclosed Value $ 2,414,980
Cornerstone Wealth Management, LLC reports 104.89% increase in ownership of C / Citigroup Inc.

On April 23, 2026 - Cornerstone Wealth Management, LLC filed a 13F-HR form disclosing ownership of 21,294 shares of Citigroup Inc. (MX:C) valued at $2,414,980 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 5, 2026 disclosing 10,393 shares of Citigroup Inc.. This represents a change in shares of 104.89% 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)
2026-04-23 2026-03-31 13F CITIGROUP COM NEW 172967424 21,294 10,901 104.89 2,415 99.17 0.1208
2026-02-05 2025-12-31 13F CITIGROUP COM NEW 172967424 10,393 87 0.84 1,213 15.87 0.0631
2025-11-04 2025-09-30 13F CITIGROUP COM NEW 172967424 10,306 -390 -3.65 1,046 14.95 0.0578
2025-08-12 2025-06-30 13F CITIGROUP COM NEW 172967424 10,696 652 6.49 910 27.63 0.0553
2025-04-18 2025-03-31 13F CITIGROUP COM NEW 172967424 10,044 38 0.38 713 1.28 0.0483
2025-01-21 2024-12-31 13F CITIGROUP COM NEW 172967424 10,006 2,925 41.31 704 58.92 0.0476
2024-10-16 2024-09-30 13F CITIGROUP COM NEW 172967424 7,081 -469 -6.21 443 -7.52 0.0312
2024-07-16 2024-06-30 13F CITIGROUP COM NEW 172967424 7,550 -81 -1.06 479 -0.62 0.0369
2024-04-19 2024-03-31 13F CITIGROUP COM NEW 172967424 7,631 -967 -11.25 483 9.05 0.0391
2024-01-10 2023-12-31 13F CITIGROUP COM NEW 172967424 8,598 -2,149 -20.00 442 0.00 0.0380
2023-11-07 2023-09-30 13F CITIGROUP COM NEW 172967424 10,747 -504 -4.48 442 -14.51 0.0417
2023-07-14 2023-06-30 13F CITIGROUP COM NEW 172967424 11,251 1,651 17.20 518 14.89 0.0463
2023-05-15 2023-03-31 13F CITIGROUP COM NEW 172967424 9,600 -140 -1.44 450 10.84 0.0442
2022-10-14 2022-09-30 13F CITIGROUP COM NEW 172967424 9,740 26 0.27 406 -9.17 0.0452
2022-08-04 2022-06-30 13F CITIGROUP COM NEW 172967424 9,714 2,125 28.00 447 10.37 0.0495
2022-04-21 2022-03-31 13F CITIGROUP COM NEW 172967424 7,589 -218 -2.79 405 -13.65 0.0394
2022-02-14 2021-12-31 13F CITIGROUP COM NEW 172967424 7,807 -218 -2.72 469 -16.70 0.0447
2021-11-12 2021-09-30 13F CITIGROUP COM NEW 172967424 8,025 752 10.34 563 9.32 0.0599
2021-08-09 2021-06-30 13F CITIGROUP COM NEW 172967424 7,273 370 5.36 515 2.59 0.0542
2021-04-30 2021-03-31 13F CITIGROUP COM NEW 172967424 6,903 -886 -11.38 502 4.58 0.0594
2021-01-29 2020-12-31 13F CITIGROUP COM NEW 172967424 7,789 290 3.87 480 48.61 0.0603
2020-10-13 2020-09-30 13F CITIGROUP COM NEW 172967424 7,499 -1,256 -14.35 323 -27.74 0.0479
2020-07-16 2020-06-30 13F CITIGROUP COM NEW 172967424 8,755 -174 -1.95 447 18.88 0.0723
2020-05-13 2020-03-31 13F CITIGROUP COM NEW 172967424 8,929 -766 -7.90 376 -51.48 0.0725
2020-02-20 2019-12-31 13F CITIGROUP COM NEW 172967424 9,695 81 0.84 775 16.72 0.1256
2019-10-28 2019-09-30 13F CITIGROUP COM NEW 172967424 9,614 -76 -0.78 664 -2.64 0.1171
2019-08-02 2019-06-30 13F CITIGROUP COM NEW 172967424 9,690 -2,990 -23.58 682 -54.35 0.1225
2019-05-13 2019-03-31 13F CITIGROUP COM NEW 172967424 12,680 3,710 41.36 1,494 221.29 0.1814
2019-02-13 2018-12-31 13F CITIGROUP COM NEW 172967424 8,970 -631,927 -98.60 465 -94.53 0.0993
2018-10-19 2018-09-30 13F CITIGROUP COM NEW 172967424 640,897 59,846 10.30 8,500 -1.76 0.1070
2018-07-20 2018-06-30 13F CITIGROUP COM NEW 172967424 581,051 573,416 7,510.36 8,652 1,563.85 0.0976
2018-04-24 2018-03-31 13F CITIGROUP COM NEW 172967424 7,635 -905 -10.60 520 -17.98 0.0992
2018-02-09 2017-12-31 13F CITIGROUP COM NEW 172967424 8,540 40 0.47 634 -0.47 0.1190
2017-11-14 2017-09-30 13F CITIGROUP COM NEW 172967424 8,500 787 10.20 637 22.03 0.1320
2017-08-11 2017-06-30 13F CITIGROUP COM NEW 172967424 7,713 1,303 20.33 522 36.29 0.1171
2017-05-11 2017-03-31 13F CITIGROUP COM NEW 172967424 6,410 2,626 69.40 383 67.25 0.0947
2017-02-14 2016-12-31 13F CITIGROUP COM NEW 172967424 3,784 3,784 229 0.0734
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.