Citigroup Inc.
MX ˙ BMV ˙ US1729674242
SecurityMX:C / Citigroup Inc.
InstitutionWealthspire Advisors, LLC
Latest Disclosed Ownership13,038 shares
Latest Disclosed Value $ 1,478,595
Wealthspire Advisors, LLC reports 41.70% decrease in ownership of C / Citigroup Inc.

On May 1, 2026 - Wealthspire Advisors, LLC filed a 13F-HR form disclosing ownership of 13,038 shares of Citigroup Inc. (MX:C) valued at $1,478,595 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 22,364 shares of Citigroup Inc.. This represents a change in shares of -41.70% 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)
2026-05-01 2026-03-31 13F CITIGROUP COM NEW 172967424 13,038 -9,326 -41.70 1,479 -43.35 0.0116
2026-02-12 2025-12-31 13F CITIGROUP COM NEW 172967424 22,364 11,662 108.97 2,610 140.24 0.0208
2025-11-14 2025-09-30 13F CITIGROUP COM NEW 172967424 10,702 -2,719 -20.26 1,086 -4.90 0.0057
2025-08-11 2025-06-30 13F CITIGROUP COM NEW 172967424 13,421 -1,086 -7.49 1,142 10.98 0.0064
2025-05-09 2025-03-31 13F CITIGROUP COM NEW 172967424 14,507 5,960 69.73 1,030 71.21 0.0062
2025-02-04 2024-12-31 13F CITIGROUP COM NEW 172967424 8,547 -24 -0.28 602 12.13 0.0060
2024-11-13 2024-09-30 13F CITIGROUP COM NEW 172967424 8,571 4,594 115.51 537 112.70 0.0055
2024-08-08 2024-06-30 13F CITIGROUP COM NEW 172967424 3,977 457 12.98 252 13.51 0.0032
2024-05-06 2024-03-31 13F CITIGROUP COM NEW 172967424 3,520 -873 -19.87 223 -1.33 0.0030
2024-02-07 2023-12-31 13F CITIGROUP COM NEW 172967424 4,393 4,393 226 0.0032
2023-11-06 2023-09-30 13F CITIGROUP COM NEW 172967424 0 -20,205 -100.00 0 -100.00
2023-08-01 2023-06-30 13F CITIGROUP COM NEW 172967424 20,205 -4,933 -19.62 930 -21.05 0.0152
2023-05-09 2023-03-31 13F CITIGROUP COM NEW 172967424 25,138 -4,507 -15.20 1,179 -12.09 0.0202
2023-02-14 2022-12-31 13F CITIGROUP COM NEW 172967424 29,645 12,916 77.21 1,341 92.25 0.0244
2022-11-14 2022-09-30 13F CITIGROUP COM NEW 172967424 16,729 -1,446 -7.96 697 -16.63 0.0146
2022-08-09 2022-06-30 13F CITIGROUP COM NEW 172967424 18,175 10,557 138.58 836 105.41 0.0175
2022-05-09 2022-03-31 13F CITIGROUP COM NEW 172967424 7,618 -1,933 -20.24 407 -29.46 0.0092
2022-02-14 2021-12-31 13F CITIGROUP COM NEW 172967424 9,551 -5,388 -36.07 577 -44.94 0.0128
2021-11-15 2021-09-30 13F CITIGROUP COM NEW 172967424 14,939 6,652 80.27 1,048 78.84 0.0217
2021-08-13 2021-06-30 13F CITIGROUP COM NEW 172967424 8,287 -13,050 -61.16 586 -62.24 0.0154
2021-05-17 2021-03-31 13F CITIGROUP COM NEW 172967424 21,337 4,274 25.05 1,552 47.53 0.0368
2021-02-16 2020-12-31 13F CITIGROUP COM NEW 172967424 17,063 9,723 132.47 1,052 232.91 0.0313
2020-11-16 2020-09-30 13F CITIGROUP COM NEW 172967424 7,340 -1,547 -17.41 316 -30.40 0.0188
2020-08-14 2020-06-30 13F CITIGROUP COM NEW 172967424 8,887 -21,329 -70.59 454 -64.34 0.0316
2020-05-12 2020-03-31 13F CITIGROUP COM NEW 172967424 30,216 21,963 266.12 1,273 93.17 0.0534
2020-02-14 2019-12-31 13F CITIGROUP COM NEW 172967424 8,253 1,556 23.23 659 42.33 0.0480
2019-11-12 2019-09-30 13F CITIGROUP COM NEW 172967424 6,697 6,697 463 0.0379
2019-05-07 2019-03-31 13F CITIGROUP COM NEW 172967424 0 -1,346 -100.00 0 -100.00
2019-02-14 2018-12-31 13F CITIGROUP COM NEW 172967424 1,346 1,346 70 0.0067
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.