Citigroup Inc.
MX ˙ BMV ˙ US1729674242
SecurityMX:C / Citigroup Inc.
InstitutionTCI Wealth Advisors, Inc.
Latest Disclosed Ownership2,109 shares
Latest Disclosed Value $ 239,188
TCI Wealth Advisors, Inc. reports 0.33% decrease in ownership of C / Citigroup Inc.

On April 27, 2026 - TCI Wealth Advisors, Inc. filed a 13F-HR form disclosing ownership of 2,109 shares of Citigroup Inc. (MX:C) valued at $239,188 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 2, 2026 disclosing 2,116 shares of Citigroup Inc.. This represents a change in shares of -0.33% 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)
2026-04-27 2026-03-31 13F CITIGROUP COM NEW 172967424 2,109 -7 -0.33 239 -2.85 0.0127
2026-02-02 2025-12-31 13F CITIGROUP COM NEW 172967424 2,116 -86 -3.91 247 10.31 0.0136
2025-10-14 2025-09-30 13F CITIGROUP COM NEW 172967424 2,202 2,202 223 0.0133
2023-08-04 2023-06-30 13F CITIGROUP COM NEW 172967424 0 -2,518 -100.00 0 -100.00
2023-05-03 2023-03-31 13F CITIGROUP COM NEW 172967424 2,518 1,118 79.86 118 87.30 0.0153
2023-02-07 2022-12-31 13F CITIGROUP COM NEW 172967424 1,400 -2,175 -60.84 63 -57.72 0.0088
2022-11-08 2022-09-30 13F CITIGROUP COM NEW 172967424 3,575 -114 -3.09 149 -12.35 0.0241
2022-07-19 2022-06-30 13F CITIGROUP COM NEW 172967424 3,689 104 2.90 170 -11.46 0.0260
2022-04-29 2022-03-31 13F CITIGROUP COM NEW 172967424 3,585 -2,330 -39.39 192 -46.22 0.0288
2022-01-24 2021-12-31 13F CITIGROUP COM NEW 172967424 5,915 -702 -10.61 357 -23.06 0.0528
2021-10-29 2021-09-30 13F CITIGROUP COM NEW 172967424 6,617 172 2.67 464 1.75 0.0708
2021-08-02 2021-06-30 13F CITIGROUP COM NEW 172967424 6,445 4,694 268.08 456 259.06 0.0771
2021-04-29 2021-03-31 13F CITIGROUP COM NEW 172967424 1,751 673 62.43 127 92.42 0.0539
2021-01-21 2020-12-31 13F CITIGROUP COM NEW 172967424 1,078 14 1.32 66 43.48 0.0295
2020-10-20 2020-09-30 13F CITIGROUP COM NEW 172967424 1,064 271 34.17 46 12.20 0.0182
2020-07-20 2020-06-30 13F CITIGROUP COM NEW 172967424 793 -229 -22.41 41 -4.65 0.0175
2020-04-14 2020-03-31 13F CITIGROUP COM NEW 172967424 1,022 -1,480 -59.15 43 -78.50 0.0212
2020-01-27 2019-12-31 13F CITIGROUP COM NEW 172967424 2,502 789 46.06 200 69.49 0.0777
2019-10-17 2019-09-30 13F CITIGROUP COM NEW 172967424 1,713 -184 -9.70 118 -11.28 0.0524
2019-07-23 2019-06-30 13F CITIGROUP COM NEW 172967424 1,897 -70 -3.56 133 9.02 0.0599
2019-04-11 2019-03-31 13F CITIGROUP COM NEW 172967424 1,967 -839 -29.90 122 -16.44 0.0536
2019-01-17 2018-12-31 13F CITIGROUP COM NEW 172967424 2,806 197 7.55 146 -21.93 0.0707
2018-11-02 2018-09-30 13F CITIGROUP COM NEW 172967424 2,609 -151 -5.47 187 1.08 0.0782
2018-07-26 2018-06-30 13F CITIGROUP COM NEW 172967424 2,760 34 1.25 185 0.54 0.0823
2018-04-30 2018-03-31 13F CITIGROUP COM NEW 172967424 2,726 123 4.73 184 -5.15 0.0852
2018-02-01 2017-12-31 13F CITIGROUP COM NEW 172967424 2,603 83 3.29 194 6.01 0.0852
2017-10-24 2017-09-30 13F CITIGROUP COM NEW 172967424 2,520 -22 -0.87 183 7.65 0.0896
2017-08-10 2017-06-30 13F CITIGROUP COM NEW 172967424 2,542 3 0.12 170 11.84 0.0868
2017-05-04 2017-03-31 13F CITIGROUP COM NEW 172967424 2,539 -61 -2.35 152 -1.94 0.0793
2017-02-10 2016-12-31 13F CITIGROUP COM NEW 172967424 2,600 820 46.07 155 84.52 0.0813
2016-11-01 2016-09-30 13F CITIGROUP COM NEW 172967424 1,780 -55 -3.00 84 7.69 0.0457
2016-08-09 2016-06-30 13F Citigroup COM NEW 172967424 1,835 1,835 0.00 78 0.0433
2016-04-29 2016-03-31 13F CITIGROUP COM NEW 172967424 0 -1,394 -100.00 0 -100.00
2016-02-10 2015-12-31 13F CITIGROUP COM NEW 172967424 1,394 400 40.24 72 46.94 0.0401
2015-11-02 2015-09-30 13F CITIGROUP COM NEW 172967424 994 -100 -9.14 49 -18.33 0.0295
2015-08-10 2015-06-30 13F CITIGROUP COM NEW 172967424 1,094 -30 -2.67 60 3.45 0.0343
2015-04-30 2015-03-31 13F CITIGROUP COM NEW 172967424 1,124 226 25.17 58 18.37 0.0364
2015-02-06 2014-12-31 13F CITIGROUP COM NEW 172967424 898 30 3.46 49 8.89 0.0303
2014-11-05 2014-09-30 13F CITIGROUP COM NEW 172967424 868 -1,350 -60.87 45 -56.73 0.0284
2014-08-11 2014-06-30 13F CITIGROUP COM NEW 172967424 2,218 61 2.83 104 0.97 0.0626
2014-05-15 2014-03-31 13F CITIGROUP COM NEW 172967424 2,157 2,157 103 0.0672
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.