Citigroup Inc.
MX ˙ BMV ˙ US1729674242
SecurityMX:C / Citigroup Inc.
InstitutionEssex Financial Services, Inc.
Latest Disclosed Ownership17,717 shares
Latest Disclosed Value $ 2,009,253
Essex Financial Services, Inc. reports 1.03% increase in ownership of C / Citigroup Inc.

On April 24, 2026 - Essex Financial Services, Inc. filed a 13F-HR form disclosing ownership of 17,717 shares of Citigroup Inc. (MX:C) valued at $2,009,253 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 10, 2026 disclosing 17,536 shares of Citigroup Inc.. This represents a change in shares of 1.03% 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)
2026-04-24 2026-03-31 13F CITIGROUP COM NEW 172967424 17,717 181 1.03 2,009 -1.81 0.1127
2026-02-10 2025-12-31 13F CITIGROUP COM NEW 172967424 17,536 291 1.69 2,046 16.91 0.1164
2025-11-07 2025-09-30 13F CITIGROUP COM NEW 172967424 17,245 87 0.51 1,750 19.86 0.1047
2025-07-16 2025-06-30 13F CITIGROUP COM NEW 172967424 17,158 240 1.42 1,460 21.57 0.0958
2025-04-25 2025-03-31 13F CITIGROUP COM NEW 172967424 16,918 -965 -5.40 1,201 -4.53 0.0865
2025-01-29 2024-12-31 13F CITIGROUP COM NEW 172967424 17,883 331 1.89 1,259 12.83 0.0889
2024-10-24 2024-09-30 13F CITIGROUP COM NEW 172967424 17,552 -1,015 -5.47 1,115 3.62 0.0802
2024-08-09 2024-06-30 13F/A-1 CITIGROUP COM NEW 172967424 18,567 2,746 17.36 1,077 7.60 0.0799
2024-07-31 2024-06-30 13F CITIGROUP COM NEW 172967424 18,372 2,551 1,166 0.0867
2024-04-24 2024-03-31 13F CITIGROUP Stock 172967424 15,821 50 0.32 1,001 23.30 0.0923
2024-02-06 2023-12-31 13F CITIGROUP Stock 172967424 15,771 254 1.64 811 27.12 0.0839
2023-11-15 2023-09-30 13F CITIGROUP Stock 172967424 15,517 -1,055 -6.37 638 -16.27 0.0739
2023-08-09 2023-06-30 13F CITIGROUP Stock 172967424 16,572 -111 -0.67 763 -2.56 0.0868
2023-05-11 2023-03-31 13F CITIGROUP Stock 172967424 16,683 -1,788 -9.68 782 0.0824
2023-02-10 2022-12-31 13F CITIGROUP Stock 172967424 18,471 -2,375 -11.39 1 -100.00 0.0885
2022-11-07 2022-09-30 13F CITIGROUP Stock 172967424 20,846 -541 -2.53 869 -11.69 0.1036
2022-08-01 2022-06-30 13F CITIGROUP Stock 172967424 21,387 555 2.66 984 -11.51 0.1095
2022-04-21 2022-03-31 13F/A-1 CITIGROUP COM 172967424 20,832 -3,483 -14.32 1,112 -24.25 0.1067
2022-04-21 2022-03-31 13F CITIGROUP COM 172967424 24,315 0 1,468 0.1451
2022-02-11 2021-12-31 13F CITIGROUP COM 172967424 24,315 -376 -1.52 1,468 -15.29 0.1451
2021-11-10 2021-09-30 13F CITIGROUP COM 172967424 24,691 9,378 61.24 1,733 55.57 0.1981
2021-07-30 2021-06-30 13F CITIGROUP COM 172967424 15,313 0 0.00 1,114 0.00 0.1614
2021-05-11 2021-03-31 13F CITIGROUP COM 172967424 15,313 788 5.43 1,114 24.33 0.1998
2021-02-05 2020-12-31 13F CITIGROUP COM 172967424 14,525 -2,525 -14.81 896 21.90 0.1773
2020-11-10 2020-09-30 13F CITIGROUP COM 172967424 17,050 140 0.83 735 -14.93 0.1805
2020-08-06 2020-06-30 13F CITIGROUP COM 172967424 16,910 -2,693 -13.74 864 4.60 0.2664
2020-05-15 2020-03-31 13F CITIGROUP COM 172967424 19,603 -2,627 -11.82 826 -53.49 0.2944
2020-01-30 2019-12-31 13F CITIGROUP COM 172967424 22,230 438 2.01 1,776 18.01 0.4899
2019-11-04 2019-09-30 13F CITIGROUP COM 172967424 21,792 -936 -4.12 1,505 -5.46 0.4851
2019-07-30 2019-06-30 13F CITIGROUP COM 172967424 22,728 153 0.68 1,592 13.31 0.4699
2019-05-02 2019-03-31 13F CITIGROUP COM 172967424 22,575 -1,636 -6.76 1,405 11.51 0.4246
2019-02-07 2018-12-31 13F CITIGROUP COM 172967424 24,211 -4,501 -15.68 1,260 -38.83 0.3857
2018-11-05 2018-09-30 13F CITIGROUP COM 172967424 28,712 568 2.02 2,060 9.40 0.4535
2018-08-07 2018-06-30 13F CITIGROUP COM 172967424 28,144 -691 -2.40 1,883 -3.24 0.4536
2018-05-03 2018-03-31 13F CITIGROUP COM 172967424 28,835 -837 -2.82 1,946 -11.87 0.3816
2018-02-07 2017-12-31 13F CITIGROUP COM 172967424 29,672 532 1.83 2,208 4.15 0.5248
2017-11-03 2017-09-30 13F CITIGROUP COM 172967424 29,140 1,488 5.38 2,120 14.66 0.5205
2017-08-07 2017-06-30 13F CITIGROUP COM 172967424 27,652 2,563 10.22 1,849 23.18 0.3898
2017-05-08 2017-03-31 13F CITIGROUP COM 172967424 25,089 -2,588 -9.35 1,501 -8.75 0.3449
2017-01-31 2016-12-31 13F CITIGROUP COM 172967424 27,677 -538 -1.91 1,645 23.41 0.3527
2016-11-10 2016-09-30 13F CITIGROUP COM 172967424 28,215 1,424 5.32 1,333 17.34 0.3172
2016-07-28 2016-06-30 13F CITIGROUP COM 172967424 26,791 -5,168 -16.17 1,136 -14.84 0.2748
2016-05-11 2016-03-31 13F CITIGROUP COM 172967424 31,959 -3,801 -10.63 1,334 -27.93 0.3304
2016-02-05 2015-12-31 13F CITIGROUP COM 172967424 35,760 5,511 18.22 1,851 23.32 0.4444
2015-10-06 2015-09-30 13F CITIGROUP COM 172967424 30,249 -22 -0.07 1,501 -10.23 0.3900
2015-07-28 2015-06-30 13F CITIGROUP COM 172967424 30,271 -1,800 -5.61 1,672 1.21 0.4306
2015-05-07 2015-03-31 13F CITIGROUP COM 172967424 32,071 -4,596 -12.53 1,652 -16.73 0.4245
2015-01-07 2014-12-31 13F CITIGROUP COM 172967424 36,667 8,206 28.83 1,984 34.51 0.5164
2014-10-31 2014-09-30 13F CITIGROUP COM 172967424 28,461 1,393 5.15 1,475 15.69 0.4409
2014-07-29 2014-06-30 13F CITIGROUP COM 172967424 27,068 4,022 17.45 1,275 16.23 0.3818
2014-05-08 2014-03-31 13F CITIGROUP COM 172967424 23,046 1,847 8.71 1,097 -0.72 0.3583
2014-02-12 2013-12-31 13F/A-1 CITIGROUP COM 172967424 21,199 773 3.78 1,105 11.50 0.3737
2014-02-11 2013-12-31 13F CITIGROUP COM 172967424 21,199 1,105
2013-11-14 2013-09-30 13F CITIGROUP COM 172967424 20,426 262 1.30 991 2.48 0.3114
2013-08-14 2013-06-30 13F CITIGROUP NEW COM 172967424 20,164 20,164 967 0.3381
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.