Citigroup Inc.
MX ˙ BMV ˙ US1729674242
SecurityMX:C / Citigroup Inc.
InstitutionSavvy Advisors, Inc.
Latest Disclosed Ownership21,894 shares
Latest Disclosed Value $ 2,483,018
Savvy Advisors, Inc. reports 27.83% increase in ownership of C / Citigroup Inc.

On May 11, 2026 - Savvy Advisors, Inc. filed a 13F-HR form disclosing ownership of 21,894 shares of Citigroup Inc. (MX:C) valued at $2,483,018 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 20, 2026 disclosing 17,127 shares of Citigroup Inc.. This represents a change in shares of 27.83% 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.

Upgrade to unlock premium data and export to Excel .

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 21,894 4,767 27.83 2,483 24.27 0.0663
2026-01-20 2025-12-31 13F CITIGROUP COM NEW 172967424 17,127 3,119 22.27 1,999 40.61 0.0646
2025-11-06 2025-09-30 13F CITIGROUP COM NEW 172967424 14,008 1,577 12.69 1,422 34.31 0.0654
2025-08-04 2025-06-30 13F CITIGROUP COM NEW 172967424 12,431 3,134 33.71 1,058 60.55 0.0706
2025-05-12 2025-03-31 13F CITIGROUP COM NEW 172967424 9,297 -164 -1.73 660 -0.90 0.0664
2025-02-13 2024-12-31 13F CITIGROUP COM NEW 172967424 9,461 -1,495 -13.65 666 -2.92 0.0801
2024-11-05 2024-09-30 13F CITIGROUP COM NEW 172967424 10,956 2,764 33.74 686 31.98 0.1393
2024-08-14 2024-06-30 13F CITIGROUP COM NEW 172967424 8,192 857 11.68 520 12.10 0.1694
2024-05-13 2024-03-31 13F CITIGROUP COM NEW 172967424 7,335 -152 -2.03 464 20.26 0.2674
2024-02-08 2023-12-31 13F CITIGROUP COM 172967424 7,487 7,487 385 0.3738
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.