Citigroup Inc.
MX ˙ BMV ˙ US1729674242
SecurityMX:C / Citigroup Inc.
InstitutionWealthfront Advisers Llc
Latest Disclosed Ownership225,974 shares
Latest Disclosed Value $ 25,627,711
Wealthfront Advisers Llc reports 8.61% increase in ownership of C / Citigroup Inc.

On May 5, 2026 - Wealthfront Advisers Llc filed a 13F-HR form disclosing ownership of 225,974 shares of Citigroup Inc. (MX:C) valued at $25,627,711 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 30, 2026 disclosing 208,067 shares of Citigroup Inc.. This represents a change in shares of 8.61% 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)
2026-05-05 2026-03-31 13F CITIGROUP COM NEW 172967424 225,974 17,907 8.61 25,628 5.55 0.0562
2026-01-30 2025-12-31 13F CITIGROUP COM NEW 172967424 208,067 10,001 5.05 24,279 20.77 0.0543
2025-11-06 2025-09-30 13F CITIGROUP COM NEW 172967424 198,066 12,425 6.69 20,104 27.23 0.0472
2025-07-31 2025-06-30 13F CITIGROUP COM NEW 172967424 185,641 8,988 5.09 15,802 26.00 0.0407
2025-05-02 2025-03-31 13F CITIGROUP COM NEW 172967424 176,653 25,759 17.07 12,541 18.07 0.0337
2025-04-01 2024-12-31 13F/A-1 CITIGROUP COM NEW 172967424 150,894 23,197 18.17 10,621 32.88 0.0310
2024-11-12 2024-09-30 13F CITIGROUP COM NEW 172967424 127,697 9,651 8.18 7,994 6.70 0.0246
2024-08-14 2024-06-30 13F CITIGROUP COM NEW 172967424 118,046 13,697 13.13 7,491 13.52 0.0252
2024-04-19 2024-03-31 13F CITIGROUP COM NEW 172967424 104,349 31,151 42.56 6,599 75.27 0.0231
2024-02-09 2023-12-31 13F CITIGROUP COM NEW 172967424 73,198 -4,499 -5.79 3,765 17.84 0.0145
2023-11-01 2023-09-30 13F CITIGROUP COM NEW 172967424 77,697 -31,720 -28.99 3,196 -36.57 0.0138
2023-08-07 2023-06-30 13F CITIGROUP COM NEW 172967424 109,417 32,063 41.45 5,038 38.88 0.0214
2023-04-28 2023-03-31 13F CITIGROUP COM NEW 172967424 77,354 -6,020 -7.22 3,627 -3.82 0.0165
2023-02-10 2022-12-31 13F CITIGROUP COM NEW 172967424 83,374 -17,747 -17.55 3,771 -10.51 0.0183
2022-11-14 2022-09-30 13F CITIGROUP COM NEW 172967424 101,121 -72,259 -41.68 4,214 -47.15 0.0224
2022-07-20 2022-06-30 13F CITIGROUP COM NEW 172967424 173,380 30,151 21.05 7,974 4.26 0.0401
2022-05-16 2022-03-31 13F CITIGROUP COM NEW 172967424 143,229 -20,941 -12.76 7,648 -22.86 0.0335
2022-01-21 2021-12-31 13F CITIGROUP COM NEW 172967424 164,170 -7,281 -4.25 9,914 -17.61 0.0419
2021-11-15 2021-09-30 13F CITIGROUP COM NEW 172967424 171,451 18,164 11.85 12,033 10.95 0.0558
2021-08-16 2021-06-30 13F CITIGROUP COM NEW 172967424 153,287 2,303 1.53 10,845 -1.27 0.0515
2021-05-14 2021-03-31 13F CITIGROUP COM NEW 172967424 150,984 14,164 10.35 10,984 30.20 0.0588
2021-02-16 2020-12-31 13F CITIGROUP COM NEW 172967424 136,820 17,402 14.57 8,436 63.87 0.0507
2020-11-16 2020-09-30 13F CITIGROUP COM NEW 172967424 119,418 -29,126 -19.61 5,148 -32.18 0.0368
2020-08-14 2020-06-30 13F CITIGROUP COM NEW 172967424 148,544 41,748 39.09 7,591 68.76 0.0589
2020-05-15 2020-03-31 13F CITIGROUP COM NEW 172967424 106,796 -32,963 -23.59 4,498 -59.71 0.0409
2020-01-21 2019-12-31 13F CITIGROUP COM NEW 172967424 139,759 9,771 7.52 11,165 24.33 0.0828
2019-10-15 2019-09-30 13F CITIGROUP COM NEW 172967424 129,988 251 0.19 8,980 -1.16 0.0753
2019-08-13 2019-06-30 13F CITIGROUP COM NEW 172967424 129,737 12,821 10.97 9,085 24.88 0.0789
2019-05-13 2019-03-31 13F CITIGROUP COM NEW 172967424 116,916 -1,344 -1.14 7,275 18.16 0.0675
2019-02-14 2018-12-31 13F CITIGROUP COM NEW 172967424 118,260 118,260 6,157 0.0654
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.