Citigroup Inc.
MX ˙ BMV ˙ US1729674242
SecurityMX:C / Citigroup Inc.
InstitutionMeridian Wealth Management, LLC
Latest Disclosed Ownership29,748 shares
Latest Disclosed Value $ 3,373,760
Meridian Wealth Management, LLC reports 3.04% increase in ownership of C / Citigroup Inc.

On May 6, 2026 - Meridian Wealth Management, LLC filed a 13F-HR form disclosing ownership of 29,748 shares of Citigroup Inc. (MX:C) valued at $3,373,760 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 4, 2026 disclosing 28,871 shares of Citigroup Inc.. This represents a change in shares of 3.04% 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)
2026-05-06 2026-03-31 13F CITIGROUP COM NEW 172967424 29,748 877 3.04 3,374 0.15 0.1185
2026-02-04 2025-12-31 13F CITIGROUP COM NEW 172967424 28,871 758 2.70 3,369 18.05 0.1186
2025-11-04 2025-09-30 13F CITIGROUP COM NEW 172967424 28,113 1,470 5.52 2,854 25.85 0.1094
2025-08-08 2025-06-30 13F CITIGROUP COM NEW 172967424 26,643 1,122 4.40 2,268 25.18 0.0968
2025-05-12 2025-03-31 13F CITIGROUP COM NEW 172967424 25,521 -218 -0.85 1,812 0.00 0.0877
2025-02-06 2024-12-31 13F CITIGROUP COM NEW 172967424 25,739 -70 -0.27 1,812 12.14 0.0857
2024-11-12 2024-09-30 13F CITIGROUP COM NEW 172967424 25,809 25,809 1,616 0.0794
2024-08-08 2024-06-30 13F CITIGROUP COM NEW 172967424 0 -26,203 -100.00 0 -100.00
2024-04-25 2024-03-31 13F CITIGROUP COM NEW 172967424 26,203 5,729 27.98 1,657 57.36 0.2759
2024-02-08 2023-12-31 13F CITIGROUP COM NEW 172967424 20,474 -155,102 -88.34 1,053 -85.42 0.0672
2023-10-17 2023-09-30 13F CITIGROUP COM NEW 172967424 175,576 99,371 130.40 7,221 105.84 0.4425
2023-08-02 2023-06-30 13F CITIGROUP COM NEW 172967424 76,205 3,474 4.78 3,508 2.87 0.2958
2023-05-15 2023-03-31 13F CITIGROUP COM NEW 172967424 72,731 20,726 39.85 3,410 44.98 0.2974
2023-02-14 2022-12-31 13F CITIGROUP COM NEW 172967424 52,005 -18,453 -26.19 2,352 -19.89 0.2303
2022-11-14 2022-09-30 13F CITIGROUP COM NEW 172967424 70,458 3,303 4.92 2,936 -4.92 0.3159
2022-08-05 2022-06-30 13F CITIGROUP COM NEW 172967424 67,155 24,743 58.34 3,088 36.34 0.2526
2022-05-12 2022-03-31 13F CITIGROUP COM NEW 172967424 42,412 28,945 214.93 2,265 178.60 0.2475
2022-01-27 2021-12-31 13F CITIGROUP COM NEW 172967424 13,467 1,456 12.12 813 -3.56 0.0868
2021-10-15 2021-09-30 13F CITIGROUP COM NEW 172967424 12,011 1,144 10.53 843 9.62 0.1040
2021-07-22 2021-06-30 13F CITIGROUP COM NEW 172967424 10,867 3,738 52.43 769 48.17 0.0980
2021-05-07 2021-03-31 13F CITIGROUP COM NEW 172967424 7,129 3,801 114.21 519 153.17 0.0755
2021-01-19 2020-12-31 13F CITIGROUP COM NEW 172967424 3,328 -2,500 -42.90 205 -18.33 0.0325
2020-10-09 2020-09-30 13F CITIGROUP COM NEW 172967424 5,828 5,828 251 0.0615
2020-01-09 2019-12-31 13F CITIGROUP COM NEW 172967424 0 -5,672 -100.00 0 -100.00
2019-11-08 2019-09-30 13F CITIGROUP COM NEW 172967424 5,672 1,588 38.88 392 -86.29 0.1845
2019-07-19 2019-06-30 13F CITIGROUP COM NEW 172967424 4,084 2,870 236.41 2,860 278.81 0.1158
2019-05-15 2019-03-31 13F CITIGROUP COM NEW 172967424 1,214 -5,098 -80.77 755 129.48 0.0314
2019-02-05 2018-12-31 13F CITIGROUP COM NEW 172967424 6,312 6,312 329 0.1938
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.