Citigroup Inc.
MX ˙ BMV ˙ US1729674242
SecurityMX:C / Citigroup Inc.
InstitutionElmwood Wealth Management, Inc.
Latest Disclosed Ownership6,820 shares
Latest Disclosed Value $ 773,457
Elmwood Wealth Management, Inc. reports 0.37% decrease in ownership of C / Citigroup Inc.

On April 9, 2026 - Elmwood Wealth Management, Inc. filed a 13F-HR form disclosing ownership of 6,820 shares of Citigroup Inc. (MX:C) valued at $773,457 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 8, 2026 disclosing 6,845 shares of Citigroup Inc.. This represents a change in shares of -0.37% 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)
2026-04-09 2026-03-31 13F CITIGROUP COM NEW 172967424 6,820 -25 -0.37 773 -3.13 0.2139
2026-01-08 2025-12-31 13F CITIGROUP COM NEW 172967424 6,845 85 1.26 799 16.33 0.2523
2025-11-06 2025-09-30 13F CITIGROUP COM NEW 172967424 6,760 360 5.62 686 26.10 0.2431
2025-07-28 2025-06-30 13F CITIGROUP COM NEW 172967424 6,400 0 0.00 545 19.82 0.2159
2025-04-28 2025-03-31 13F CITIGROUP COM NEW 172967424 6,400 -100 -1.54 454 -0.66 0.1864
2025-01-13 2024-12-31 13F CITIGROUP COM NEW 172967424 6,500 0 0.00 458 12.56 0.1846
2024-10-11 2024-09-30 13F CITIGROUP COM NEW 172967424 6,500 -75 -1.14 407 -2.64 0.1678
2024-08-13 2024-06-30 13F CITIGROUP COM NEW 172967424 6,575 -325 -4.71 417 -4.36 0.1858
2024-05-13 2024-03-31 13F CITIGROUP COM NEW 172967424 6,900 2,310 50.33 436 84.75 0.1867
2024-01-30 2023-12-31 13F CITIGROUP COM NEW 172967424 4,590 -3,539 -43.54 236 -29.34 0.1656
2023-11-15 2023-09-30 13F CITIGROUP COM NEW 172967424 8,129 -116 -1.41 334 -11.87 0.1613
2023-08-10 2023-06-30 13F CITIGROUP COM NEW 172967424 8,245 -125 -1.49 380 -3.32 0.1769
2023-04-28 2023-03-31 13F CITIGROUP COM NEW 172967424 8,370 320 3.98 392 7.69 0.1854
2023-01-26 2022-12-31 13F CITIGROUP COM NEW 172967424 8,050 100 1.26 364 9.97 0.1818
2022-11-14 2022-09-30 13F Citigroup COM 172967424 7,950 1,190 17.60 331 6.43 0.1652
2022-07-12 2022-06-30 13F Citigroup COM 172967424 6,760 -100 -1.46 311 -15.03 0.1768
2022-05-16 2022-03-31 13F Citigroup COM 172967424 6,860 4,950 259.16 366 218.26 0.1875
2022-02-08 2021-12-31 13F Citigroup COM 172967424 1,910 1,275 200.79 115 155.56 0.0548
2021-08-13 2021-06-30 13F Citigroup COM 172967424 635 0 0.00 45 -2.17 0.0237
2021-05-13 2021-03-31 13F Citigroup COM 172967424 635 -500 -44.05 46 -20.69 0.0281
2020-11-12 2020-09-30 13F Citigroup COM 172967424 1,135 0 0.00 58 0.00 0.0470
2020-08-13 2020-06-30 13F Citigroup COM 172967424 1,135 -15,621 -93.23 58 -94.87 0.0470
2020-05-12 2020-03-31 13F Citigroup COM 172967424 16,756 2,121 14.49 1,131 -3.25 1.0816
2020-02-05 2019-12-31 13F Citigroup COM 172967424 14,635 -293 -1.96 1,169 13.39 1.0184
2019-11-13 2019-09-30 13F Citigroup COM 172967424 14,928 -225 -1.48 1,031 -2.83 1.0425
2019-08-07 2019-06-30 13F Citigroup COM 172967424 15,153 -124 -0.81 1,061 11.57 0.9380
2019-05-22 2019-03-31 13F Citigroup COM 172967424 15,277 -1,010 -6.20 951 12.15 0.8789
2019-02-14 2018-12-31 13F Citigroup COM 172967424 16,287 -1,125 -6.46 848 -32.11 0.8191
2018-10-11 2018-09-30 13F Citigroup COM 172967424 17,412 331 1.94 1,249 9.27 1.0366
2018-08-21 2018-06-30 13F Citigroup COM 172967424 17,081 325 1.94 1,143 1.06 1.0397
2018-05-09 2018-03-31 13F Citigroup COM 172967424 16,756 16,756 1,131 1.0816
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.