Citigroup Inc.
MX ˙ BMV ˙ US1729674242
SecurityMX:C / Citigroup Inc.
InstitutionAvantax Planning Partners, Inc.
Latest Disclosed Ownership3,360 shares
Latest Disclosed Value $ 381,029
Avantax Planning Partners, Inc. reports 0.66% increase in ownership of C / Citigroup Inc.

On May 4, 2026 - Avantax Planning Partners, Inc. filed a 13F-HR form disclosing ownership of 3,360 shares of Citigroup Inc. (MX:C) valued at $381,029 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 5, 2026 disclosing 3,338 shares of Citigroup Inc.. This represents a change in shares of 0.66% 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)
2026-05-04 2026-03-31 13F CITIGROUP COM NEW 172967424 3,360 22 0.66 381 -2.06 0.0105
2026-02-05 2025-12-31 13F CITIGROUP COM NEW 172967424 3,338 25 0.75 389 15.77 0.0109
2025-10-31 2025-09-30 13F CITIGROUP COM NEW 172967424 3,313 14 0.42 336 20.00 0.0096
2025-08-11 2025-06-30 13F CITIGROUP COM NEW 172967424 3,299 -61 -1.82 281 17.65 0.0089
2025-04-29 2025-03-31 13F CITIGROUP COM NEW 172967424 3,360 -494 -12.82 239 -12.18 0.0084
2025-02-07 2024-12-31 13F CITIGROUP COM NEW 172967424 3,854 67 1.77 271 14.35 0.0098
2024-11-14 2024-09-30 13F CITIGROUP COM NEW 172967424 3,787 -682 -15.26 237 -16.25 0.0085
2024-08-09 2024-06-30 13F CITIGROUP COM NEW 172967424 4,469 -59 -1.30 284 -1.05 0.0091
2024-05-03 2024-03-31 13F CITIGROUP COM NEW 172967424 4,528 558 14.06 286 40.20 0.0093
2024-02-09 2023-12-31 13F CITIGROUP COM NEW 172967424 3,970 -2,029 -33.82 204 -17.07 0.0078
2023-11-06 2023-09-30 13F CITIGROUP COM NEW 172967424 5,999 -7,499 -55.56 247 -60.39 0.0103
2023-07-18 2023-06-30 13F CITIGROUP COM NEW 172967424 13,498 -5,631 -29.44 621 -30.69 0.0247
2023-04-21 2023-03-31 13F CITIGROUP COM NEW 172967424 19,129 -29,046 -60.29 897 -58.86 0.0364
2023-02-10 2022-12-31 13F CITIGROUP COM NEW 172967424 48,175 92 0.19 2,179 8.68 0.0865
2022-10-14 2022-09-30 13F CITIGROUP COM NEW 172967424 48,083 -7,727 -13.85 2,004 -21.93 0.0903
2022-07-18 2022-06-30 13F CITIGROUP COM NEW 172967424 55,810 13,768 32.75 2,567 14.34 0.1097
2022-05-09 2022-03-31 13F CITIGROUP COM NEW 172967424 42,042 12,931 44.42 2,245 27.70 0.0891
2022-01-28 2021-12-31 13F CITIGROUP COM NEW 172967424 29,111 -11,779 -28.81 1,758 -38.75 0.0723
2021-10-27 2021-09-30 13F CITIGROUP COM NEW 172967424 40,890 -11,365 -21.75 2,870 -22.37 0.1324
2021-08-10 2021-06-30 13F CITIGROUP COM NEW 172967424 52,255 2,143 4.28 3,697 1.40 0.1734
2021-05-06 2021-03-31 13F CITIGROUP COM NEW 172967424 50,112 -3,478 -6.49 3,646 10.35 0.1880
2021-02-04 2020-12-31 13F CITIGROUP COM NEW 172967424 53,590 -12,238 -18.59 3,304 16.42 0.1700
2020-10-28 2020-09-30 13F CITIGROUP COM NEW 172967424 65,828 2,956 4.70 2,838 -11.67 0.1500
2020-07-15 2020-06-30 13F CITIGROUP COM NEW 172967424 62,872 56,353 864.44 3,213 1,068.36 0.1815
2020-04-27 2020-03-31 13F CITIGROUP COM NEW 172967424 6,519 -503 -7.16 275 -50.98 0.0191
2020-01-15 2019-12-31 13F CITIGROUP COM NEW 172967424 7,022 403 6.09 561 22.76 0.0330
2019-11-08 2019-09-30 13F CITIGROUP COM NEW 172967424 6,619 380 6.09 457 2.93 0.0281
2019-08-07 2019-06-30 13F CITIGROUP COM NEW 172967424 6,239 19 0.31 444 14.73 0.0287
2019-05-08 2019-03-31 13F CITIGROUP COM NEW 172967424 6,220 68 1.11 387 20.94 0.0269
2019-02-14 2018-12-31 13F CITIGROUP COM NEW 172967424 6,152 1,068 21.01 320 -12.33 0.0241
2018-11-13 2018-09-30 13F CITIGROUP COM NEW 172967424 5,084 129 2.60 365 9.94 0.0292
2018-08-13 2018-06-30 13F CITIGROUP COM NEW 172967424 4,955 -13,781 -73.55 332 -73.75 0.0297
2018-05-15 2018-03-31 13F CITIGROUP COM NEW 172967424 18,736 -96 -0.51 1,265 -9.71 0.1086
2018-02-09 2017-12-31 13F CITIGROUP COM NEW 172967424 18,832 -11,133 -37.15 1,401 -35.73 0.1283
2017-10-19 2017-09-30 13F CITIGROUP COM NEW 172967424 29,965 12,821 74.78 2,180 90.06 0.1718
2017-07-27 2017-06-30 13F CITIGROUP COM NEW 172967424 17,144 12,758 290.88 1,147 337.79 0.0966
2017-04-12 2017-03-31 13F CITIGROUP COM NEW 172967424 4,386 283 6.90 262 7.38 0.0234
2017-02-09 2016-12-31 13F CITIGROUP COM NEW 172967424 4,103 4,103 244 0.0260
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.