Citigroup Inc.
MX ˙ BMV ˙ US1729674242
SecurityMX:C / Citigroup Inc.
InstitutionSuccessful Portfolios LLC
Latest Disclosed Ownership2,702 shares
Latest Disclosed Value $ 293,743
Successful Portfolios LLC reports 0.15% decrease in ownership of C / Citigroup Inc.

On April 13, 2026 - Successful Portfolios LLC filed a 13F-HR form disclosing ownership of 2,702 shares of Citigroup Inc. (MX:C) valued at $293,743 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 23, 2026 disclosing 2,706 shares of Citigroup Inc.. This represents a change in shares of -0.15% 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)
2026-04-13 2026-03-31 13F CITIGROUP COM NEW 172967424 2,702 -4 -0.15 294 -10.67 0.1619
2026-01-23 2025-12-31 13F CITIGROUP COM NEW 172967424 2,706 1 0.04 328 19.71 0.1673
2025-10-15 2025-09-30 13F CITIGROUP COM NEW 172967424 2,705 -219 -7.49 275 10.48 0.1602
2025-07-21 2025-06-30 13F CITIGROUP COM NEW 172967424 2,924 -43 -1.45 249 18.10 0.1530
2025-04-11 2025-03-31 13F CITIGROUP COM NEW 172967424 2,967 1 0.03 211 0.96 0.1432
2025-01-16 2024-12-31 13F CITIGROUP COM NEW 172967424 2,966 2,966 209 0.1397
2024-10-09 2024-09-30 13F CITIGROUP COM NEW 172967424 0 -3,640 -100.00 0 -100.00
2024-07-12 2024-06-30 13F CITIGROUP COM NEW 172967424 3,640 -403 -9.97 231 -9.80 0.1614
2024-04-18 2024-03-31 13F CITIGROUP COM NEW 172967424 4,043 -31 -0.76 256 22.01 0.1744
2024-01-18 2023-12-31 13F CITIGROUP COM NEW 172967424 4,074 4,074 210 0.1566
2023-10-11 2023-09-30 13F CITIGROUP COM NEW 172967424 0 -4,406 -100.00 0 -100.00
2023-07-20 2023-06-30 13F CITIGROUP COM NEW 172967424 4,406 -2,122 -32.51 203 -33.99 0.1746
2023-04-24 2023-03-31 13F CITIGROUP COM NEW 172967424 6,528 -42 -0.64 306 3.03 0.1922
2023-01-27 2022-12-31 13F CITIGROUP COM NEW 172967424 6,570 -145 -2.16 297 6.07 0.1937
2022-10-12 2022-09-30 13F CITIGROUP COM NEW 172967424 6,715 1,975 41.67 280 28.44 0.2030
2022-07-22 2022-06-30 13F CITIGROUP COM NEW 172967424 4,740 -266 -5.31 218 -18.35 0.1467
2022-04-21 2022-03-31 13F CITIGROUP COM NEW 172967424 5,006 -54 -1.07 267 -12.75 0.1520
2022-01-26 2021-12-31 13F CITIGROUP COM NEW 172967424 5,060 0 0.00 306 -13.80 0.1663
2021-10-14 2021-09-30 13F CITIGROUP COM NEW 172967424 5,060 0 0.00 355 -0.84 0.2120
2021-07-23 2021-06-30 13F CITIGROUP COM NEW 172967424 5,060 100 2.02 358 -0.83 0.2170
2021-04-20 2021-03-31 13F CITIGROUP COM NEW 172967424 4,960 -30 -0.60 361 17.21 0.2379
2021-02-02 2020-12-31 13F CITIGROUP COM NEW 172967424 4,990 -218 -4.19 308 36.89 0.2210
2020-10-13 2020-09-30 13F CITIGROUP COM NEW 172967424 5,208 -100 -1.88 225 -16.97 0.1795
2020-07-13 2020-06-30 13F CITIGROUP COM NEW 172967424 5,308 35 0.66 271 22.07 0.2384
2020-04-23 2020-03-31 13F CITIGROUP COM NEW 172967424 5,273 192 3.78 222 -45.32 0.2245
2020-01-23 2019-12-31 13F CITIGROUP COM NEW 172967424 5,081 -172 -3.27 406 11.85 0.3613
2019-10-11 2019-09-30 13F CITIGROUP COM NEW 172967424 5,253 25 0.48 363 -0.82 0.3411
2019-07-11 2019-06-30 13F CITIGROUP COM NEW 172967424 5,228 -150 -2.79 366 9.25 0.3927
2019-04-22 2019-03-31 13F CITIGROUP COM NEW 172967424 5,378 -140 -2.54 335 16.72 0.3663
2019-01-14 2018-12-31 13F CITIGROUP COM NEW 172967424 5,518 -155 -2.73 287 -29.48 0.3668
2018-10-15 2018-09-30 13F CITIGROUP COM NEW 172967424 5,673 -20 -0.35 407 6.82 0.4432
2018-07-24 2018-06-30 13F CITIGROUP COM NEW 172967424 5,693 0 0.00 381 -0.78 0.4450
2018-05-08 2018-03-31 13F CITIGROUP COM NEW 172967424 5,693 20 0.35 384 -9.00 0.4662
2018-02-09 2017-12-31 13F CITIGROUP COM NEW 172967424 5,673 5,673 422 0.5243
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.