Citigroup Inc.
MX ˙ BMV ˙ US1729674242
SecurityMX:C / Citigroup Inc.
InstitutionFormidable Asset Management, LLC
Latest Disclosed Ownership1,877 shares
Latest Disclosed Value $ 219,064
Formidable Asset Management, LLC ownership in C / Citigroup Inc.

On April 22, 2026 - Formidable Asset Management, LLC filed a 13F-HR form disclosing ownership of 1,877 shares of Citigroup Inc. (MX:C) valued at $219,064 USD as of March 31, 2026. The entity filed a previous 13F-HR on August 12, 2016 disclosing 0 shares of Citigroup Inc..

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)
2026-04-22 2026-03-31 13F CITIGROUP COM NEW 172967424 1,877 1,877 219 0.0338
2016-08-12 2016-06-30 13F CITIGROUP COM NEW 172967424 0 -324 -100.00 0 -100.00
2016-05-10 2016-03-31 13F CITIGROUP COM NEW 172967424 324 -5 -1.52 15 -6.25 0.0105
2016-02-02 2015-12-31 13F CITIGROUP COM NEW 172967424 329 0 0.00 16 0.00 0.0111
2015-11-12 2015-09-30 13F CITIGROUP COM NEW 172967424 329 -500 -60.31 16 -65.22 0.0107
2015-08-14 2015-06-30 13F CITIGROUP INCORPORATED COM COM 172967424 829 0 0.00 46 2.22 0.0293
2015-05-14 2015-03-31 13F CITIGROUP INCORPORATED COM COM 172967424 829 -100 -10.76 45 -10.00 0.0296
2015-02-27 2014-12-31 13F CITIGROUP INCORPORATED COM COM 172967424 929 0 0.00 50 0.00 0.0341
2014-11-14 2014-09-30 13F CITIGROUP INCORPORATED COM COM 172967424 929 0 0.00 50 13.64 0.0330
2014-08-21 2014-06-30 13F CITIGROUP INCORPORATED COM COM 172967424 929 150 19.26 44 18.92 0.0266
2014-05-15 2014-03-31 13F CITIGROUP INCORPORATED COM COM 172967424 779 -30 -3.71 37 -7.50 0.0258
2014-02-18 2013-12-31 13F CITIGROUP INCORPORATED COM COM 172967424 809 503 164.38 40 166.67 0.0269
2013-11-26 2013-09-30 13F CITIGROUP INCORPORATED COM COM 172967424 306 306 15 0.0130
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.