Citigroup Inc.
MX ˙ BMV ˙ US1729674242
SecurityMX:C / Citigroup Inc.
InstitutionGlobal Retirement Partners, LLC
Latest Disclosed Ownership64,485 shares
Latest Disclosed Value $ 7,524,756
Global Retirement Partners, LLC reports 58.64% increase in ownership of C / Citigroup Inc.

On February 6, 2026 - Global Retirement Partners, LLC filed a 13F-HR form disclosing ownership of 64,485 shares of Citigroup Inc. (MX:C) valued at $7,524,756 USD as of December 31, 2025. The entity filed a previous 13F-HR on October 21, 2025 disclosing 40,648 shares of Citigroup Inc.. This represents a change in shares of 58.64% 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)
2026-02-06 2025-12-31 13F CITIGROUP COM NEW 172967424 64,485 23,837 58.64 7,525 82.40 0.1335
2025-10-21 2025-09-30 13F CITIGROUP COM NEW 172967424 40,648 2,289 5.97 4,126 26.34 0.0924
2025-08-12 2025-06-30 13F CITIGROUP COM NEW 172967424 38,359 7,654 24.93 3,265 51.09 0.0809
2025-01-31 2024-12-31 13F CITIGROUP COM NEW 172967424 30,705 18,907 160.26 2,161 192.82 0.0619
2024-10-16 2024-09-30 13F CITIGROUP COM NEW 172967424 11,798 -760 -6.05 739 -7.29 0.0223
2024-07-23 2024-06-30 13F CITIGROUP COM NEW 172967424 12,558 2,607 26.20 797 26.55 0.0250
2024-04-23 2024-03-31 13F CITIGROUP COM NEW 172967424 9,951 307 3.18 629 25.80 0.0235
2024-01-18 2023-12-31 13F CITIGROUP COM NEW 172967424 9,644 -844 -8.05 500 19.90 0.0209
2023-10-13 2023-09-30 13F CITIGROUP COM NEW 172967424 10,488 764 7.86 418 -6.71 0.0210
2023-07-20 2023-06-30 13F CITIGROUP COM NEW 172967424 9,724 340 3.62 448 4.44 0.0219
2023-05-08 2023-03-31 13F CITIGROUP COM NEW 172967424 9,384 2,463 35.59 429 36.74 0.0228
2023-02-13 2022-12-31 13F CITIGROUP COM NEW 172967424 6,921 2,199 46.57 313 44.24 0.0215
2022-11-03 2022-09-30 13F CITIGROUP COM NEW 172967424 4,722 -120 -2.48 217 -2.69 0.0164
2022-07-15 2022-06-30 13F CITIGROUP COM NEW 172967424 4,842 270 5.91 223 -7.47 0.0179
2022-07-14 2022-03-31 13F CITIGROUP COM NEW 172967424 4,572 4,572 241 0.0189
2022-01-21 2021-12-31 13F CITIGROUP COM NEW 172967424 0 -3,161 -100.00 0 -100.00
2021-10-22 2021-09-30 13F CITIGROUP COM NEW 172967424 3,161 235 8.03 222 7.25 0.0220
2021-07-15 2021-06-30 13F CITIGROUP COM NEW 172967424 2,926 -629 -17.69 207 -20.08 0.0212
2021-04-14 2021-03-31 13F CITIGROUP COM NEW 172967424 3,555 734 26.02 259 48.85 0.0303
2021-01-13 2020-12-31 13F CITIGROUP COM NEW 172967424 2,821 -23,516 -89.29 174 -84.67 0.0218
2020-10-09 2020-09-30 13F CITIGROUP COM NEW 172967424 26,337 0 0.00 1,135 -15.68 0.1661
2020-07-13 2020-06-30 13F CITIGROUP COM NEW 172967424 26,337 -332 -1.24 1,346 19.86 0.2147
2020-04-28 2020-03-31 13F CITIGROUP COM NEW 172967424 26,669 -1,459 -5.19 1,123 -50.02 0.2124
2020-01-23 2019-12-31 13F CITIGROUP COM NEW 172967424 28,128 -627 -2.18 2,247 13.14 0.3442
2019-11-19 2019-09-30 13F CITIGROUP COM NEW 172967424 28,755 -16,040 -35.81 1,986 -36.69 0.3265
2019-11-19 2019-06-30 13F CITIGROUP COM NEW 172967424 44,795 2,244 5.27 3,137 18.47 0.6007
2019-05-07 2019-03-31 13F CITIGROUP COM NEW 172967424 42,551 -2,752 -6.07 2,648 12.30 0.6404
2019-02-22 2018-12-31 13F CITIGROUP COM NEW 172967424 45,303 -1,364 -2.92 2,358 -29.57 0.6026
2018-10-17 2018-09-30 13F CITIGROUP COM NEW 172967424 46,667 4,920 11.79 3,348 19.83 0.7568
2018-08-13 2018-06-30 13F CITIGROUP COM NEW 172967424 41,747 3,591 9.41 2,794 8.46 0.7065
2018-08-10 2018-03-31 13F CITIGROUP COM NEW 172967424 38,156 8,814 30.04 2,576 18.00 0.7100
2018-08-13 2017-12-31 13F CITIGROUP COM NEW 172967424 29,342 25,943 763.25 2,183 783.81 0.5999
2018-08-10 2017-09-30 13F CITIGROUP COM NEW 172967424 3,399 126 3.85 247 12.79 0.1021
2018-08-10 2017-06-30 13F CITIGROUP COM NEW 172967424 3,273 1,400 74.75 219 95.54 0.1030
2018-08-10 2017-03-31 13F CITIGROUP COM NEW 172967424 1,873 402 27.33 112 28.74 0.0626
2018-08-10 2016-12-31 13F CITIGROUP COM NEW 172967424 1,471 1,471 87 0.0585
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.