Citigroup Inc.
MX ˙ BMV ˙ US1729674242
SecurityMX:C / Citigroup Inc.
InstitutionDynamic Advisor Solutions LLC
Latest Disclosed Ownership9,752 shares
Latest Disclosed Value $ 1,106,015
Dynamic Advisor Solutions LLC reports 4.60% increase in ownership of C / Citigroup Inc.

On April 8, 2026 - Dynamic Advisor Solutions LLC filed a 13F-HR form disclosing ownership of 9,752 shares of Citigroup Inc. (MX:C) valued at $1,106,015 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 9, 2026 disclosing 9,323 shares of Citigroup Inc.. This represents a change in shares of 4.60% 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)
2026-04-08 2026-03-31 13F CITIGROUP COM NEW 172967424 9,752 429 4.60 1,106 1.75 0.0349
2026-01-09 2025-12-31 13F CITIGROUP COM NEW 172967424 9,323 -563 -5.69 1,088 8.37 0.0349
2025-10-09 2025-09-30 13F CITIGROUP COM NEW 172967424 9,886 183 1.89 1,003 21.58 0.0291
2025-07-09 2025-06-30 13F CITIGROUP COM NEW 172967424 9,703 4,293 79.35 826 114.84 0.0255
2025-04-17 2025-03-31 13F CITIGROUP COM NEW 172967424 5,410 58 1.08 384 2.13 0.0127
2025-01-21 2024-12-31 13F CITIGROUP COM NEW 172967424 5,352 -5,392 -50.19 377 -44.05 0.0163
2024-10-07 2024-09-30 13F CITIGROUP COM NEW 172967424 10,744 -169 -1.55 673 -2.89 0.0202
2024-07-15 2024-06-30 13F CITIGROUP COM NEW 172967424 10,913 2,463 29.15 693 29.59 0.0218
2024-04-12 2024-03-31 13F CITIGROUP COM NEW 172967424 8,450 593 7.55 534 25.35 0.0180
2024-01-10 2023-12-31 13F CITIGROUP COM NEW 172967424 7,857 -13 -0.17 427 31.89 0.0159
2023-10-11 2023-09-30 13F CITIGROUP COM NEW 172967424 7,870 866 12.36 324 0.31 0.0153
2023-08-03 2023-06-30 13F CITIGROUP COM NEW 172967424 7,004 -1,142 -14.02 322 -15.49 0.0167
2023-04-11 2023-03-31 13F CITIGROUP COM NEW 172967424 8,146 -566 -6.50 382 -3.30 0.0224
2023-01-13 2022-12-31 13F CITIGROUP COM NEW 172967424 8,712 598 7.37 394 16.57 0.0269
2022-10-20 2022-09-30 13F CITIGROUP COM NEW 172967424 8,114 277 3.53 338 -6.11 0.0258
2022-07-27 2022-06-30 13F CITIGROUP COM NEW 172967424 7,837 1,556 24.77 360 7.46 0.0276
2022-04-11 2022-03-31 13F CITIGROUP COM NEW 172967424 6,281 1,184 23.23 335 8.77 0.0233
2022-01-26 2021-12-31 13F CITIGROUP COM NEW 172967424 5,097 -84 -1.62 308 -15.38 0.0220
2021-10-28 2021-09-30 13F CITIGROUP COM NEW 172967424 5,181 3 0.06 364 -0.55 0.0274
2021-08-10 2021-06-30 13F CITIGROUP COM NEW 172967424 5,178 421 8.85 366 5.78 0.0290
2021-04-27 2021-03-31 13F CITIGROUP COM NEW 172967424 4,757 -141 -2.88 346 14.57 0.0321
2021-02-03 2020-12-31 13F CITIGROUP COM NEW 172967424 4,898 -1,489 -23.31 302 9.82 0.0283
2020-10-27 2020-09-30 13F CITIGROUP COM NEW 172967424 6,387 -12,847 -66.79 275 -72.02 0.0312
2020-08-05 2020-06-30 13F CITIGROUP COM NEW 172967424 19,234 6,050 45.89 983 77.12 0.1328
2020-05-07 2020-03-31 13F CITIGROUP COM NEW 172967424 13,184 2,708 25.85 555 -33.69 0.1013
2020-02-04 2019-12-31 13F CITIGROUP COM NEW 172967424 10,476 601 6.09 837 22.73 0.1141
2019-11-13 2019-09-30 13F CITIGROUP COM NEW 172967424 9,875 103 1.05 682 -0.29 0.1058
2019-08-13 2019-06-30 13F CITIGROUP COM NEW 172967424 9,772 644 7.06 684 20.42 0.1099
2019-04-10 2019-03-31 13F CITIGROUP COM NEW 172967424 9,128 900 10.94 568 7.78 0.1072
2019-01-29 2018-12-31 13F CITIGROUP COM NEW 172967424 8,228 -2,831 -25.60 527 -33.54 0.1120
2018-11-14 2018-09-30 13F CITIGROUP COM NEW 172967424 11,059 6,978 170.99 793 189.42 0.1645
2018-08-07 2018-06-30 13F CITIGROUP COM NEW 172967424 4,081 -3,067 -42.91 274 -43.15 0.0621
2018-05-01 2018-03-31 13F CITIGROUP COM NEW 172967424 7,148 7,148 482 0.1237
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.