Citigroup Inc.
MX ˙ BMV ˙ US1729674242
SecurityMX:C / Citigroup Inc.
InstitutionPinnacle Wealth Planning Services, Inc.
Latest Disclosed Ownership5,477 shares
Latest Disclosed Value $ 621,147
Pinnacle Wealth Planning Services, Inc. reports 0.45% decrease in ownership of C / Citigroup Inc.

On May 11, 2026 - Pinnacle Wealth Planning Services, Inc. filed a 13F-HR form disclosing ownership of 5,477 shares of Citigroup Inc. (MX:C) valued at $621,147 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 5,502 shares of Citigroup Inc.. This represents a change in shares of -0.45% 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)
2026-05-11 2026-03-31 13F CITIGROUP COM NEW 172967424 5,477 -25 -0.45 621 -3.27 0.0642
2026-02-13 2025-12-31 13F CITIGROUP COM NEW 172967424 5,502 143 2.67 642 18.23 0.0670
2025-11-13 2025-09-30 13F CITIGROUP COM 172967424 5,359 -145 -2.63 544 16.03 0.0637
2025-08-11 2025-06-30 13F CITIGROUP COM 172967424 5,504 -26 -0.47 468 19.39 0.0616
2025-05-15 2025-03-31 13F CITIGROUP COM 172967424 5,530 424 8.30 393 9.19 0.0590
2025-02-27 2024-12-31 13F/A-1 CITIGROUP COM 172967424 5,106 165 3.34 359 16.18 0.0540
2025-02-06 2024-12-31 13F CITIGROUP COM 172967424 5,106 165 359 0.0502
2024-11-13 2024-09-30 13F CITIGROUP Stock 172967424 4,941 -16 -0.32 309 -1.59 0.0420
2024-08-09 2024-06-30 13F CITIGROUP Stock 172967424 4,957 662 15.41 315 15.87 0.0449
2024-05-10 2024-03-31 13F CITIGROUP Stock 172967424 4,295 164 3.97 272 27.83 0.0398
2024-02-08 2023-12-31 13F CITIGROUP Stock 172967424 4,131 -3,817 -48.02 212 -34.97 0.0334
2023-11-08 2023-09-30 13F CITIGROUP Stock 172967424 7,948 -4,946 -38.36 327 -45.03 0.0539
2023-08-07 2023-06-30 13F CITIGROUP Stock 172967424 12,894 -439 -3.29 594 -5.12 0.0959
2023-05-03 2023-03-31 13F CITIGROUP Stock 172967424 13,333 2,623 24.49 625 29.13 0.1039
2023-02-13 2022-12-31 13F CITIGROUP Stock 172967424 10,710 2,668 33.18 484 44.48 0.0861
2022-11-09 2022-09-30 13F CITIGROUP Stock 172967424 8,042 214 2.73 335 -6.94 0.0619
2022-08-03 2022-06-30 13F CITIGROUP Stock 172967424 7,828 -568 -6.77 360 -19.64 0.0647
2022-04-20 2022-03-31 13F CITIGROUP Stock 172967424 8,396 74 0.89 448 -10.76 0.0816
2022-01-21 2021-12-31 13F CITIGROUP Stock 172967424 8,322 -802 -8.79 502 -21.56 0.0981
2021-10-29 2021-09-30 13F CITIGROUP Stock 172967424 9,124 189 2.12 640 1.27 0.1415
2021-08-02 2021-06-30 13F CITIGROUP Stock 172967424 8,935 49 0.55 632 -2.17 0.1470
2021-04-29 2021-03-31 13F CITIGROUP Stock 172967424 8,886 992 12.57 646 32.65 0.1657
2021-02-12 2020-12-31 13F CITIGROUP Stock 172967424 7,894 109 1.40 487 44.94 0.1164
2020-11-03 2020-09-30 13F CITIGROUP Stock 172967424 7,785 -11 -0.14 336 -15.79 0.1110
2020-07-27 2020-06-30 13F CITIGROUP Stock 172967424 7,796 -853 -9.86 399 9.92 0.1296
2020-05-11 2020-03-31 13F CITIGROUP Stock 172967424 8,649 -56 -0.64 363 -47.77 0.1724
2020-02-07 2019-12-31 13F CITIGROUP Stock 172967424 8,705 4,018 85.73 695 115.17 0.3269
2019-10-31 2019-09-30 13F CITIGROUP Stock 172967424 4,687 225 5.04 323 3.19 0.1759
2019-08-06 2019-06-30 13F CITIGROUP Stock 172967424 4,462 454 11.33 313 25.70 0.1889
2019-05-08 2019-03-31 13F CITIGROUP Stock 172967424 4,008 -1,012 -20.16 249 -4.60 0.1671
2019-03-01 2018-12-31 13F CITIGROUP Stock 172967424 5,020 -438 -8.02 261 -33.42 0.1670
2019-02-28 2018-09-30 13F CITIGROUP Stock 172967424 5,458 -43 -0.78 392 6.52 0.3584
2019-02-28 2018-06-30 13F CITIGROUP Stock 172967424 5,501 -2,987 -35.19 368 -35.78 0.3574
2019-02-28 2018-03-31 13F CITIGROUP Stock 172967424 8,488 5,440 178.48 573 153.54 0.5894
2018-02-12 2017-12-31 13F CITIGROUP INC COM Stock 172967424 3,048 3,048 226 0.4604
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.