Citigroup Inc.
MX ˙ BMV ˙ US1729674242
SecurityMX:C / Citigroup Inc.
InstitutionWealthcare Advisory Partners LLC
Latest Disclosed Ownership17,332 shares
Latest Disclosed Value $ 1,965,613
Wealthcare Advisory Partners LLC reports 7.47% decrease in ownership of C / Citigroup Inc.

On April 14, 2026 - Wealthcare Advisory Partners LLC filed a 13F-HR form disclosing ownership of 17,332 shares of Citigroup Inc. (MX:C) valued at $1,965,613 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 14, 2026 disclosing 18,731 shares of Citigroup Inc.. This represents a change in shares of -7.47% 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)
2026-04-14 2026-03-31 13F CITIGROUP COM NEW 172967424 17,332 -1,399 -7.47 1,966 -10.07 0.0382
2026-01-14 2025-12-31 13F CITIGROUP COM NEW 172967424 18,731 -439 -2.29 2,186 12.34 0.0429
2025-11-07 2025-09-30 13F CITIGROUP COM NEW 172967424 19,170 455 2.43 1,946 22.10 0.0405
2025-07-22 2025-06-30 13F CITIGROUP COM NEW 172967424 18,715 1,162 6.62 1,593 27.85 0.0363
2025-04-15 2025-03-31 13F CITIGROUP COM NEW 172967424 17,553 -2,020 -10.32 1,246 -9.51 0.0334
2025-01-15 2024-12-31 13F CITIGROUP COM NEW 172967424 19,573 -112 -0.57 1,378 11.77 0.0383
2024-11-04 2024-09-30 13F CITIGROUP COM NEW 172967424 19,685 -716 -3.51 1,232 -4.79 0.0351
2024-08-12 2024-06-30 13F CITIGROUP COM NEW 172967424 20,401 254 1.26 1,295 1.57 0.0404
2024-04-15 2024-03-31 13F CITIGROUP COM NEW 172967424 20,147 1,449 7.75 1,274 32.57 0.0418
2024-02-06 2023-12-31 13F CITIGROUP COM NEW 172967424 18,698 -771 -3.96 962 20.13 0.0382
2023-10-12 2023-09-30 13F CITIGROUP COM NEW 172967424 19,469 -1,145 -5.55 801 -15.70 0.0368
2023-07-17 2023-06-30 13F CITIGROUP COM NEW 172967424 20,614 -138 -0.66 949 -2.47 0.0424
2023-05-04 2023-03-31 13F CITIGROUP COM NEW 172967424 20,752 -128 -0.61 973 3.07 0.0418
2023-02-13 2022-12-31 13F CITIGROUP COMMON 172967424 20,880 -1,731 -7.66 944 0.21 0.0451
2022-11-14 2022-09-30 13F CITIGROUP COMMON 172967424 22,611 3,949 21.16 942 9.79 0.0537
2022-08-15 2022-06-30 13F CITIGROUP COMMON 172967424 18,662 -538 -2.80 858 -16.29 0.0519
2022-04-15 2022-03-31 13F CITIGROUP COMMON 172967424 19,200 1,247 6.95 1,025 -5.44 0.0622
2022-02-11 2021-12-31 13F CITIGROUP COMMON 172967424 17,953 -1,001 -5.28 1,084 -18.50 0.0648
2021-11-15 2021-09-30 13F CITIGROUP Equity 172967424 18,954 1,399 7.97 1,330 7.09 0.0870
2021-08-16 2021-06-30 13F CITIGROUP COMMON 172967424 17,555 280 1.62 1,242 -1.19 0.0831
2021-04-30 2021-03-31 13F CITIGROUP COMMON 172967424 17,275 17,275 1,257 0.0911
2020-07-29 2020-06-30 13F CITIGROUP COMMON 172967424 0 -2,651 -100.00 0 -100.00
2020-04-29 2020-03-31 13F CITIGROUP COMMON 172967424 2,651 -453 -14.59 112 -54.84 0.0164
2020-01-29 2019-12-31 13F CITIGROUP COMMON 172967424 3,104 -287 -8.46 248 5.98 0.0315
2019-10-16 2019-09-30 13F CITIGROUP COMMON 172967424 3,391 613 22.07 234 20.00 0.0340
2019-07-30 2019-06-30 13F CITIGROUP COMMON 172967424 2,778 1,484 114.68 195 140.74 0.0309
2019-05-13 2019-03-31 13F CITIGROUP COMMON 172967424 1,294 -301 -18.87 81 -2.41 0.0138
2019-02-14 2018-12-31 13F CITIGROUP COMMON 172967424 1,595 -150 -8.60 83 -33.60 0.0161
2018-11-14 2018-09-30 13F CITIGROUP COMMON 172967424 1,745 -307 -14.96 125 -8.76 0.0230
2018-08-13 2018-06-30 13F CITIGROUP COMMON 172967424 2,052 1,021 99.03 137 95.71 0.0269
2018-05-14 2018-03-31 13F CITIGROUP COMMON 172967424 1,031 117 12.80 70 2.94 0.0158
2018-02-14 2017-12-31 13F CITIGROUP COMMON 172967424 914 -131 -12.54 68 -10.53 0.0175
2017-11-15 2017-09-30 13F CITIGROUP COMMON 172967424 1,045 1,044 104,400.00 76 0.0226
2017-08-28 2017-06-30 13F CITIGROUP COMMON 172967424 1 0 0.00 0 0.0000
2017-04-11 2017-03-31 13F CITIGROUP COMMON 172967424 1 0 0.00 0 0.0000
2017-01-11 2016-12-31 13F CITIGROUP COMMON 172967424 1 0 0.00 0 0.0000
2016-10-14 2016-09-30 13F CITIGROUP COMMON 172967424 1 0 0.00 0 0.0000
2016-08-25 2016-06-30 13F CITIGROUP COMMON 172967424 1 1 0 0.0000
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.