Citigroup Inc.
MX ˙ BMV ˙ US1729674242
SecurityMX:C / Citigroup Inc.
InstitutionPDS Planning, Inc
Latest Disclosed Ownership7,893 shares
Latest Disclosed Value $ 895,145
PDS Planning, Inc reports 7.86% increase in ownership of C / Citigroup Inc.

On April 21, 2026 - PDS Planning, Inc filed a 13F-HR form disclosing ownership of 7,893 shares of Citigroup Inc. (MX:C) valued at $895,145 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 26, 2026 disclosing 7,318 shares of Citigroup Inc.. This represents a change in shares of 7.86% 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)
2026-04-21 2026-03-31 13F CITIGROUP COM NEW 172967424 7,893 575 7.86 895 4.92 0.0590
2026-01-26 2025-12-31 13F CITIGROUP COM NEW 172967424 7,318 197 2.77 854 18.14 0.0570
2025-10-21 2025-09-30 13F CITIGROUP COM NEW 172967424 7,121 55 0.78 723 20.13 0.0500
2025-07-24 2025-06-30 13F CITIGROUP COM NEW 172967424 7,066 228 3.33 601 23.92 0.0448
2025-04-24 2025-03-31 13F CITIGROUP COM NEW 172967424 6,838 1,109 19.36 485 20.35 0.0409
2025-02-10 2024-12-31 13F CITIGROUP COM NEW 172967424 5,729 12 0.21 403 12.89 0.0358
2024-10-30 2024-09-30 13F CITIGROUP COM NEW 172967424 5,717 -290 -4.83 358 -6.30 0.0321
2024-08-08 2024-06-30 13F CITIGROUP COM NEW 172967424 6,007 680 12.77 381 13.39 0.0385
2024-05-01 2024-03-31 13F CITIGROUP COM NEW 172967424 5,327 831 18.48 337 45.45 0.0354
2024-02-01 2023-12-31 13F CITIGROUP COM NEW 172967424 4,496 4,496 231 0.0263
2023-10-20 2023-09-30 13F CITIGROUP COM NEW 172967424 0 -7,645 -100.00 0 -100.00
2023-07-21 2023-06-30 13F CITIGROUP COM NEW 172967424 7,645 926 13.78 352 11.43 0.0450
2023-05-02 2023-03-31 13F CITIGROUP COM NEW 172967424 6,719 6,719 315 0.0434
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.