Citigroup Inc.
MX ˙ BMV ˙ US1729674242
SecurityMX:C / Citigroup Inc.
InstitutionGradient Investments LLC
Latest Disclosed Ownership151,725 shares
Latest Disclosed Value $ 17,207,112
Gradient Investments LLC reports 2.38% decrease in ownership of C / Citigroup Inc.

On April 13, 2026 - Gradient Investments LLC filed a 13F-HR form disclosing ownership of 151,725 shares of Citigroup Inc. (MX:C) valued at $17,207,112 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 8, 2026 disclosing 155,423 shares of Citigroup Inc.. This represents a change in shares of -2.38% 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)
2026-04-13 2026-03-31 13F CITIGROUP COM NEW 172967424 151,725 -3,698 -2.38 17,207 -5.12 0.2666
2026-01-08 2025-12-31 13F CITIGROUP COM NEW 172967424 155,423 132,035 564.54 18,136 664.26 0.2879
2025-10-06 2025-09-30 13F CITIGROUP COM NEW 172967424 23,388 -4,806 -17.05 2,374 -1.08 0.0396
2025-07-08 2025-06-30 13F CITIGROUP COM NEW 172967424 28,194 23,589 512.25 2,400 635.89 0.0439
2025-04-09 2025-03-31 13F CITIGROUP COM NEW 172967424 4,605 -926 -16.74 327 -16.20 0.0066
2025-01-21 2024-12-31 13F CITIGROUP COM NEW 172967424 5,531 35 0.64 389 13.08 0.0079
2024-10-15 2024-09-30 13F CITIGROUP COM NEW 172967424 5,496 -813 -12.89 344 -14.00 0.0072
2024-07-18 2024-06-30 13F CITIGROUP COM NEW 172967424 6,309 848 15.53 400 15.94 0.0090
2024-04-23 2024-03-31 13F CITIGROUP COM NEW 172967424 5,461 -778 -12.47 345 7.81 0.0080
2024-01-18 2023-12-31 13F CITIGROUP COM NEW 172967424 6,239 -118 -1.86 321 22.61 0.0078
2023-10-27 2023-09-30 13F CITIGROUP COM NEW 172967424 6,357 103 1.65 261 -9.06 0.0069
2023-07-11 2023-06-30 13F CITIGROUP COM NEW 172967424 6,254 1,991 46.70 288 44.22 0.0074
2023-04-17 2023-03-31 13F CITIGROUP COM NEW 172967424 4,263 129 3.12 200 6.99 0.0055
2023-01-10 2022-12-31 13F CITIGROUP COM NEW 172967424 4,134 -267 -6.07 187 1.64 0.0059
2022-10-14 2022-09-30 13F CITIGROUP COM NEW 172967424 4,401 -110 -2.44 183 -11.59 0.0056
2022-07-11 2022-06-30 13F CITIGROUP COM NEW 172967424 4,511 -313 -6.49 207 -19.77 0.0060
2022-05-26 2022-03-31 13F CITIGROUP COM NEW 172967424 4,824 2,931 154.83 258 126.32 0.0066
2022-01-12 2021-12-31 13F CITIGROUP COM NEW 172967424 1,893 891 88.92 114 62.86 0.0029
2021-10-18 2021-09-30 13F CITIGROUP COM NEW 172967424 1,002 -261 -20.67 70 -21.35 0.0020
2021-07-12 2021-06-30 13F CITIGROUP COM NEW 172967424 1,263 -147 -10.43 89 -13.59 0.0026
2021-04-21 2021-03-31 13F CITIGROUP COM NEW 172967424 1,410 -183,261 -99.24 103 -98.71 0.0033
2021-01-08 2020-12-31 13F CITIGROUP COM NEW 172967424 184,671 -2,392 -1.28 7,961 -1.28 0.3379
2020-10-06 2020-09-30 13F CITIGROUP COM NEW 172967424 187,063 -85,217 -31.30 8,064 -42.04 0.3387
2020-07-10 2020-06-30 13F CITIGROUP COM NEW 172967424 272,280 80,217 41.77 13,914 71.99 0.6345
2020-04-07 2020-03-31 13F CITIGROUP COM NEW 172967424 192,063 29,721 18.31 8,090 -37.62 0.4359
2020-01-15 2019-12-31 13F CITIGROUP COM NEW 172967424 162,342 326 0.20 12,969 15.88 0.5776
2019-10-10 2019-09-30 13F CITIGROUP COM NEW 172967424 162,016 6,766 4.36 11,192 2.94 0.5482
2019-07-16 2019-06-30 13F CITIGROUP COM NEW 172967424 155,250 31,679 25.64 10,872 41.40 0.5581
2019-04-11 2019-03-31 13F CITIGROUP COM NEW 172967424 123,571 -15,697 -11.27 7,689 6.06 0.4972
2019-01-18 2018-12-31 13F CITIGROUP COM NEW 172967424 139,268 1,366 0.99 7,250 -26.72 0.4350
2018-10-11 2018-09-30 13F CITIGROUP COM NEW 172967424 137,902 6,314 4.80 9,893 12.34 0.5073
2018-08-09 2018-06-30 13F CITIGROUP COM NEW 172967424 131,588 130,928 19,837.58 8,806 19,468.89 0.4703
2018-04-10 2018-03-31 13F CITIGROUP COM NEW 172967424 660 -45 -6.38 45 -13.46 0.0024
2018-02-07 2017-12-31 13F CITIGROUP COM NEW 172967424 705 705 52 0.0030
2017-10-16 2017-09-30 13F CITIGROUP COM NEW 172967424 0 -537 -100.00 0 -100.00
2017-07-19 2017-06-30 13F CITIGROUP COM NEW 172967424 537 -76 -12.40 36 -2.70 0.0025
2017-04-11 2017-03-31 13F CITIGROUP COM NEW 172967424 613 141 29.87 37 32.14 0.0028
2017-01-17 2016-12-31 13F CITIGROUP COM NEW 172967424 472 78 19.80 28 47.37 0.0025
2016-10-11 2016-09-30 13F CITIGROUP COM NEW 172967424 394 164 71.30 19 90.00 0.0019
2016-07-14 2016-06-30 13F CITIGROUP COM NEW 172967424 230 -112 -32.75 10 -28.57 0.0011
2016-04-13 2016-03-31 13F CITIGROUP COM NEW 172967424 342 133 63.64 14 27.27 0.0017
2016-01-19 2015-12-31 13F CITIGROUP COM NEW 172967424 209 3 1.46 11 10.00 0.0015
2015-10-14 2015-09-30 13F CITIGROUP COM NEW 172967424 206 -8 -3.74 10 -16.67 0.0014
2015-08-25 2015-06-30 13F CITIGROUP COM NEW 172967424 214 -214 -50.00 12 -45.45 0.0016
2015-04-10 2015-03-31 13F CITIGROUP COM NEW 172967424 428 28 7.00 22 0.00 0.0033
2015-01-15 2014-12-31 13F CITIGROUP COM NEW 172967424 400 200 100.00 22 120.00 0.0036
2014-10-14 2014-09-30 13F CITIGROUP COM NEW 172967424 200 144 257.14 10 233.33 0.0018
2014-04-11 2014-03-31 13F CITIGROUP COM NEW 172967424 56 -21 -27.27 3 -25.00 0.0007
2014-01-13 2013-12-31 13F CITIGROUP COM NEW 172967424 77 -185 -70.61 4 -69.23 0.0011
2013-10-15 2013-09-30 13F CITIGROUP COM NEW 172967424 262 65 32.99 13 44.44 0.0041
2013-07-19 2013-06-30 13F CITIGROUP COM NEW 172967424 197 197 9 0.0034
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.