Citigroup Inc.
MX ˙ BMV ˙ US1729674242
SecurityMX:C / Citigroup Inc.
InstitutionFirst Business Financial Services, Inc.
Latest Disclosed Ownership40,051 shares
Latest Disclosed Value $ 4,542,184
First Business Financial Services, Inc. reports 11.48% increase in ownership of C / Citigroup Inc.

On May 1, 2026 - First Business Financial Services, Inc. filed a 13F-HR form disclosing ownership of 40,051 shares of Citigroup Inc. (MX:C) valued at $4,542,184 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 35,927 shares of Citigroup Inc.. This represents a change in shares of 11.48% 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.

Upgrade to unlock premium data and export to Excel .

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)
2026-05-01 2026-03-31 13F Citigroup Com 172967424 40,051 4,124 11.48 4,542 8.35 0.4038
2026-02-06 2025-12-31 13F Citigroup Com 172967424 35,927 1,012 2.90 4,192 18.32 0.3850
2025-10-30 2025-09-30 13F Citigroup Com 172967424 34,915 -3,937 -10.13 3,544 7.14 0.3251
2025-07-31 2025-06-30 13F Citigroup Com 172967424 38,852 -6,451 -14.24 3,307 2.83 0.2982
2025-05-02 2025-03-31 13F Citigroup Com 172967424 45,303 3,304 7.87 3,216 8.80 0.3162
2025-02-06 2024-12-31 13F Citigroup Com 172967424 41,999 2,638 6.70 2,956 20.02 0.2923
2024-11-06 2024-09-30 13F Citigroup Com 172967424 39,361 1,257 3.30 2,464 1.86 0.2466
2024-08-02 2024-06-30 13F Citigroup Com 172967424 38,104 134 0.35 2,418 0.71 0.2564
2024-05-15 2024-03-31 13F/A-1 Citigroup Common 172967424 37,970 617 1.65 2,401 24.99 0.2575
2024-05-06 2024-03-31 13F Citigroup Common 172967424 37,353 0 1,921 0.2234
2024-02-14 2023-12-31 13F Citigroup Common 172967424 37,353 19,176 105.50 1,921 157.16 0.2234
2023-11-14 2023-09-30 13F Citigroup Common 172967424 18,177 579 3.29 748 -7.78 0.0953
2023-08-07 2023-06-30 13F Citigroup Common 172967424 17,598 -1,411 -7.42 810 -9.09 0.0999
2023-05-09 2023-03-31 13F Citigroup Common 172967424 19,009 1,158 6.49 891 0.1119
2023-02-02 2022-12-31 13F Citigroup Common 172967424 17,851 277 1.58 1 -100.00 0.1084
2022-11-15 2022-09-30 13F Citigroup Common 172967424 17,574 861 5.15 732 -4.81 0.1045
2022-08-02 2022-06-30 13F Citigroup Common 172967424 16,713 -357 -2.09 769 -15.68 0.1036
2022-05-09 2022-03-31 13F Citigroup Common 172967424 17,070 706 4.31 912 -7.69 0.1008
2022-02-10 2021-12-31 13F Citigroup Common 172967424 16,364 937 6.07 988 -8.77 0.1045
2021-10-26 2021-09-30 13F Citigroup Common 172967424 15,427 1,369 9.74 1,083 8.84 0.1239
2021-07-20 2021-06-30 13F Citigroup Common 172967424 14,058 14,058 995 0.1163
2020-05-01 2020-03-31 13F Citigroup Common 172967424 0 -2,883 -100.00 0 -100.00
2020-02-10 2019-12-31 13F Citigroup Common 172967424 2,883 2,883 230 0.0364
2018-05-14 2018-03-31 13F Citigroup Common 172967424 0 -3,025 -100.00 0 -100.00
2018-02-07 2017-12-31 13F Citigroup Common 172967424 3,025 0 0.00 225 2.27 0.0413
2017-10-26 2017-09-30 13F Citigroup COMMON STOCK 172967424 3,025 0 0.00 220 8.91 0.0437
2017-08-09 2017-06-30 13F Citigroup COMMON STOCK 172967424 3,025 3,025 202 0.0415
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.