Citigroup Inc.
MX ˙ BMV ˙ US1729674242
SecurityMX:C / Citigroup Inc.
InstitutionTriangle Securities Wealth Management
Latest Disclosed Ownership10,427 shares
Latest Disclosed Value $ 1,182,540
Triangle Securities Wealth Management reports 7.58% decrease in ownership of C / Citigroup Inc.

On April 20, 2026 - Triangle Securities Wealth Management filed a 13F-HR form disclosing ownership of 10,427 shares of Citigroup Inc. (MX:C) valued at $1,182,540 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 13, 2026 disclosing 11,282 shares of Citigroup Inc.. This represents a change in shares of -7.58% 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)
2026-04-20 2026-03-31 13F CITIGROUP COM NEW 172967424 10,427 -855 -7.58 1,183 -10.18 0.2684
2026-01-13 2025-12-31 13F CITIGROUP COM NEW 172967424 11,282 -93 -0.82 1,317 14.04 0.2776
2025-10-15 2025-09-30 13F CITIGROUP COM NEW 172967424 11,375 -1,055 -8.49 1,155 9.07 0.2613
2025-07-10 2025-06-30 13F CITIGROUP COM NEW 172967424 12,430 171 1.39 1,058 21.61 0.2604
2025-04-10 2025-03-31 13F CITIGROUP COM NEW 172967424 12,259 -605 -4.70 870 -3.87 0.2239
2025-01-15 2024-12-31 13F CITIGROUP COM NEW 172967424 12,864 -399 -3.01 905 9.04 0.2323
2024-11-14 2024-09-30 13F CITIGROUP COM NEW 172967424 13,263 -113 -0.84 830 -2.12 0.2146
2024-07-10 2024-06-30 13F CITIGROUP COM NEW 172967424 13,376 -30 -0.22 849 0.12 0.2397
2024-04-10 2024-03-31 13F CITIGROUP COM NEW 172967424 13,406 -56 -0.42 848 22.40 0.2417
2024-01-10 2023-12-31 13F CITIGROUP COM NEW 172967424 13,462 -848 -5.93 692 17.69 0.2153
2023-10-10 2023-09-30 13F CITIGROUP COM NEW 172967424 14,310 -2,880 -16.75 589 -25.66 0.2093
2023-07-13 2023-06-30 13F CITIGROUP COM NEW 172967424 17,190 -215 -1.24 791 -3.06 0.2723
2023-04-20 2023-03-31 13F CITIGROUP COM NEW 172967424 17,405 -40 -0.23 816 3.42 0.2919
2023-01-11 2022-12-31 13F CITIGROUP COM NEW 172967424 17,445 -2,971 -14.55 789 -7.29 0.2893
2022-10-19 2022-09-30 13F CITIGROUP COM NEW 172967424 20,416 -7,093 -25.78 851 -32.73 0.3478
2022-07-11 2022-06-30 13F CITIGROUP COM NEW 172967424 27,509 -3,203 -10.43 1,265 -22.87 0.4928
2022-04-13 2022-03-31 13F CITIGROUP COM NEW 172967424 30,712 -1,376 -4.29 1,640 -15.38 0.5490
2022-01-14 2021-12-31 13F CITIGROUP COM NEW 172967424 32,088 704 2.24 1,938 -12.03 0.6065
2021-10-14 2021-09-30 13F CITIGROUP COM NEW 172967424 31,384 445 1.44 2,203 0.64 0.7477
2021-07-12 2021-06-30 13F CITIGROUP COM NEW 172967424 30,939 96 0.31 2,189 -2.45 0.7402
2021-04-12 2021-03-31 13F CITIGROUP COM NEW 172967424 30,843 -152 -0.49 2,244 17.43 0.8112
2021-01-11 2020-12-31 13F CITIGROUP COM NEW 172967424 30,995 292 0.95 1,911 44.34 0.7568
2020-10-09 2020-09-30 13F CITIGROUP COM NEW 172967424 30,703 -1,390 -4.33 1,324 -19.27 0.5986
2020-07-08 2020-06-30 13F CITIGROUP COM NEW 172967424 32,093 98 0.31 1,640 21.66 0.7847
2020-04-06 2020-03-31 13F CITIGROUP COM NEW 172967424 31,995 1,588 5.22 1,348 -44.50 0.7769
2020-01-09 2019-12-31 13F CITIGROUP COM NEW 172967424 30,407 65 0.21 2,429 15.89 1.0526
2019-10-15 2019-09-30 13F CITIGROUP COM NEW 172967424 30,342 805 2.73 2,096 -0.24 1.0247
2019-07-10 2019-06-30 13F CITIGROUP COM NEW 172967424 29,537 2,056 7.48 2,101 22.87 1.0673
2019-04-10 2019-03-31 13F/A-1 CITIGROUP COM NEW 172967424 27,481 865 3.25 1,710 23.38 0.8962
2019-04-08 2019-03-31 13F CITIGROUP COM NEW 172967424 27,481 1,710
2019-01-17 2018-12-31 13F CITIGROUP COM NEW 172967424 26,616 1,835 7.40 1,386 -22.05 0.8184
2018-10-04 2018-09-30 13F CITIGROUP COM NEW 172967424 24,781 1,372 5.86 1,778 13.47 0.9444
2018-07-12 2018-06-30 13F CITIGROUP COM NEW 172967424 23,409 1,662 7.64 1,567 6.74 0.8757
2018-04-11 2018-03-31 13F CITIGROUP COM NEW 172967424 21,747 634 3.00 1,468 -6.56 0.8433
2018-01-10 2017-12-31 13F CITIGROUP COM NEW 172967424 21,113 -303 -1.41 1,571 0.83 0.8970
2017-10-11 2017-09-30 13F CITIGROUP COM NEW 172967424 21,416 1,154 5.70 1,558 14.98 0.9268
2017-07-06 2017-06-30 13F CITIGROUP COM NEW 172967424 20,262 2,810 16.10 1,355 29.79 0.8955
2017-04-05 2017-03-31 13F CITIGROUP COM NEW 172967424 17,452 610 3.62 1,044 4.30 0.6662
2017-01-19 2016-12-31 13F CITIGROUP COM NEW 172967424 16,842 -110 -0.65 1,001 24.97 0.6687
2016-10-06 2016-09-30 13F CITIGROUP COM NEW 172967424 16,952 545 3.32 801 15.25 0.5540
2016-07-07 2016-06-30 13F CITIGROUP COM NEW 172967424 16,407 -1,240 -7.03 695 -5.70 0.5186
2016-04-08 2016-03-31 13F CITIGROUP COM NEW 172967424 17,647 -845 -4.57 737 -22.99 0.4808
2016-01-28 2015-12-31 13F CITIGROUP COM NEW 172967424 18,492 1,455 8.54 957 13.25 0.6413
2015-10-08 2015-09-30 13F CITIGROUP COM NEW 172967424 17,037 1,660 10.80 845 -0.47 0.6390
2015-07-15 2015-06-30 13F CITIGROUP COM NEW 172967424 15,377 0 0.00 849 7.20 0.5999
2015-04-13 2015-03-31 13F CITIGROUP COM NEW 172967424 15,377 2,155 16.30 792 10.77 0.5484
2015-01-08 2014-12-31 13F CITIGROUP COM NEW 172967424 13,222 1,699 14.74 715 19.77 0.5088
2014-10-16 2014-09-30 13F CITIGROUP COM NEW 172967424 11,523 0 0.00 597 9.94 0.4588
2014-07-16 2014-06-30 13F CITIGROUP COM NEW 172967424 11,523 4,163 56.56 543 66.56 0.4160
2014-04-14 2014-03-31 13F CITIGROUP COM NEW 172967424 7,360 -1,878 -20.33 326 -32.22 0.2930
2014-01-13 2013-12-31 13F CITIGROUP COM NEW 172967424 9,238 1,743 23.26 481 32.14 0.3904
2013-10-08 2013-09-30 13F CITIGROUP COM NEW 172967424 7,495 135 1.83 364 3.12 0.3172
2013-07-10 2013-06-30 13F CITIGROUP COM NEW 172967424 7,360 7,360 353 0.2610
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.