Citigroup Inc.
MX ˙ BMV ˙ US1729674242
SecurityMX:C / Citigroup Inc.
InstitutionWinch Advisory Services, LLC
Latest Disclosed Ownership36,155 shares
Latest Disclosed Value $ 4,100,317
Winch Advisory Services, LLC reports 2.09% decrease in ownership of C / Citigroup Inc.

On April 30, 2026 - Winch Advisory Services, LLC filed a 13F-HR form disclosing ownership of 36,155 shares of Citigroup Inc. (MX:C) valued at $4,100,317 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 3, 2026 disclosing 36,925 shares of Citigroup Inc.. This represents a change in shares of -2.09% 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)
2026-04-30 2026-03-31 13F CITIGROUP COM 172967424 36,155 -770 -2.09 4,100 -4.83 0.9360
2026-02-03 2025-12-31 13F CITIGROUP COM 172967424 36,925 -433 -1.16 4,309 13.64 0.9530
2025-11-12 2025-09-30 13F CITIGROUP COM 172967424 37,358 -14 -0.04 3,792 19.18 0.8532
2025-08-07 2025-06-30 13F CITIGROUP COM 172967424 37,372 225 0.61 3,181 20.63 0.7767
2025-05-06 2025-03-31 13F CITIGROUP COM 172967424 37,147 -125 -0.34 2,637 0.53 0.6972
2025-01-14 2024-12-31 13F CITIGROUP COM 172967424 37,272 -64 -0.17 2,624 12.24 0.6823
2024-10-21 2024-09-30 13F CITIGROUP INC COM 172967424 37,336 -359 -0.95 2,337 -2.30 0.6464
2024-07-31 2024-06-30 13F CITIGROUP INC COM 172967424 37,695 596 1.61 2,392 1.96 0.6841
2024-05-14 2024-03-31 13F CITIGROUP INC COM 172967424 37,099 92 0.25 2,346 23.28 0.7167
2024-01-18 2023-12-31 13F CITIGROUP INC COM 172967424 37,007 946 2.62 1,904 190,200.00 0.6313
2023-11-06 2023-09-30 13F CITIGROUP INC COM 172967424 36,061 289 0.81 1 0.00 0.5440
2023-08-08 2023-06-30 13F CITIGROUP INC COM 172967424 35,772 847 2.43 2 0.00 0.5915
2023-05-10 2023-03-31 13F CITIGROUP INC COM 172967424 34,925 731 2.14 2 0.00 0.6355
2023-01-26 2022-12-31 13F CITIGROUP INC COM 172967424 34,194 -1,548 -4.33 2 -99.93 0.6599
2022-10-31 2022-09-30 13F CITIGROUP INC COM 172967424 35,742 -1,232 -3.33 1,489 -12.41 0.6395
2022-08-12 2022-06-30 13F CITIGROUP INC COM 172967424 36,974 713 1.97 1,700 -12.19 0.6937
2022-04-26 2022-03-31 13F CITIGROUP INC COM COM 172967424 36,261 -1,141 -3.05 1,936 -14.30 0.6731
2022-02-04 2021-12-31 13F CITIGROUP INC COM COM 172967424 37,402 1,467 4.08 2,259 -10.43 0.7469
2021-11-10 2021-09-30 13F CITIGROUP INC COM COM 172967424 35,935 -257 -0.71 2,522 -1.52 0.8791
2021-08-05 2021-06-30 13F CITIGROUP INC COM COM 172967424 36,192 1,634 4.73 2,561 1.87 0.9211
2021-05-03 2021-03-31 13F CITIGROUP INC COM COM 172967424 34,558 1,637 4.97 2,514 23.84 1.0075
2021-02-09 2020-12-31 13F CITIGROUP INC COM COM 172967424 32,921 358 1.10 2,030 44.59 0.8435
2020-11-04 2020-09-30 13F CITIGROUP INC COM COM 172967424 32,563 1,874 6.11 1,404 -10.46 0.5944
2020-08-12 2020-06-30 13F CITIGROUP INC COM COM 172967424 30,689 30,669 153,345.00 1,568 156,700.00 0.7454
2020-05-13 2020-03-31 13F CITIGROUP INC COM COM 172967424 20 20 1 0.0005
2018-08-13 2018-06-30 13F CITIGROUP INC COM COM 172967424 0 -998 -100.00 0 -100.00
2018-05-11 2018-03-31 13F CITIGROUP INC COM COM 172967424 998 1 0.10 67 -9.46 0.0392
2018-02-13 2017-12-31 13F CITIGROUP INC COM COM 172967424 997 198 24.78 74 27.59 0.0445
2017-11-13 2017-09-30 13F Citigroup COM 172967424 799 799 58 0.0377
2015-11-13 2015-09-30 13F Citigroup COM 172967424 0 -14,432 -100.00 0 -100.00
2015-08-11 2015-06-30 13F Citigroup COM 172967424 14,432 14,432 797 0.4356
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.