Citigroup Inc.
MX ˙ BMV ˙ US1729674242
SecurityMX:C / Citigroup Inc.
InstitutionInstitute for Wealth Management, LLC.
Latest Disclosed Ownership17,020 shares
Latest Disclosed Value $ 1,930,261
Institute for Wealth Management, LLC. reports 1.29% decrease in ownership of C / Citigroup Inc.

On May 14, 2026 - Institute for Wealth Management, LLC. filed a 13F-HR form disclosing ownership of 17,020 shares of Citigroup Inc. (MX:C) valued at $1,930,261 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 27, 2026 disclosing 17,242 shares of Citigroup Inc.. This represents a change in shares of -1.29% 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)
2026-05-14 2026-03-31 13F CITIGROUP COM NEW 172967424 17,020 -222 -1.29 1,930 -4.03 0.2057
2026-01-27 2025-12-31 13F CITIGROUP COM NEW 172967424 17,242 -306 -1.74 2,012 12.91 0.2132
2025-10-17 2025-09-30 13F CITIGROUP COM NEW 172967424 17,548 -168 -0.95 1,781 18.18 0.1855
2025-07-18 2025-06-30 13F CITIGROUP COM NEW 172967424 17,716 30 0.17 1,508 20.08 0.1681
2025-04-21 2025-03-31 13F CITIGROUP COM NEW 172967424 17,686 -189 -1.06 1,256 -0.24 0.1611
2025-01-23 2024-12-31 13F CITIGROUP COM NEW 172967424 17,875 -33 -0.18 1,258 12.22 0.1576
2024-11-12 2024-09-30 13F CITIGROUP COM NEW 172967424 17,908 65 0.36 1,121 -0.97 0.1415
2024-07-25 2024-06-30 13F CITIGROUP COM NEW 172967424 17,843 1,422 8.66 1,132 9.06 0.1518
2024-04-30 2024-03-31 13F CITIGROUP COM NEW 172967424 16,421 457 2.86 1,038 26.43 0.1338
2024-01-31 2023-12-31 13F CITIGROUP COM NEW 172967424 15,964 -308 -1.89 821 22.72 0.1332
2023-10-13 2023-09-30 13F CITIGROUP COM NEW 172967424 16,272 -467 -2.79 669 -13.12 0.1207
2023-07-25 2023-06-30 13F CITIGROUP COM NEW 172967424 16,739 74 0.44 771 -1.41 0.1300
2023-04-20 2023-03-31 13F CITIGROUP COM NEW 172967424 16,665 -94 -0.56 781 3.17 0.1492
2023-02-02 2022-12-31 13F CITIGROUP COM NEW 172967424 16,759 -9,819 -36.94 758 -31.68 0.1593
2022-10-18 2022-09-30 13F CITIGROUP COM NEW 172967424 26,578 -248 -0.92 1,108 -10.21 0.2486
2022-07-25 2022-06-30 13F CITIGROUP COM NEW 172967424 26,826 -767 -2.78 1,234 -16.23 0.2423
2022-04-29 2022-03-31 13F CITIGROUP COM NEW 172967424 27,593 283 1.04 1,473 -10.67 0.2383
2022-01-21 2021-12-31 13F CITIGROUP COM NEW 172967424 27,310 1,116 4.26 1,649 -10.28 0.2687
2021-11-15 2021-09-30 13F CITIGROUP COM NEW 172967424 26,194 751 2.95 1,838 2.11 0.3226
2021-07-21 2021-06-30 13F CITIGROUP COM NEW 172967424 25,443 -464 -1.79 1,800 -4.51 0.3160
2021-05-04 2021-03-31 13F CITIGROUP COM NEW 172967424 25,907 -744 -2.79 1,885 14.73 0.3584
2021-02-01 2020-12-31 13F CITIGROUP COM NEW 172967424 26,651 -971 -3.52 1,643 37.95 0.3266
2020-11-03 2020-09-30 13F CITIGROUP COM NEW 172967424 27,622 -267 -0.96 1,191 -16.42 0.2719
2020-07-30 2020-06-30 13F CITIGROUP COM NEW 172967424 27,889 -963 -3.34 1,425 17.28 0.3489
2020-04-29 2020-03-31 13F CITIGROUP COM NEW 172967424 28,852 -243 -0.84 1,215 -47.72 0.3747
2020-02-27 2019-12-31 13F/A-1 CITIGROUP COM NEW 172967424 29,095 437 1.52 2,324 17.37 0.5248
2020-01-27 2019-12-31 13F CITIGROUP COM NEW 172967424 2,324 -26,334 2,324 539,679.4434
2019-10-28 2019-09-30 13F CITIGROUP COM NEW 172967424 28,658 -1,764 -5.80 1,980 -7.04 0.4991
2019-08-02 2019-06-30 13F CITIGROUP COM NEW 172967424 30,422 3,196 11.74 2,130 25.66 0.4715
2019-05-15 2019-03-31 13F CITIGROUP COM NEW 172967424 27,226 27,226 1,695 0.3685
2019-02-08 2018-12-31 13F CITIGROUP COM NEW 172967424 0 -28,460 -100.00 0 -100.00
2018-10-29 2018-09-30 13F CITIGROUP COM NEW 172967424 28,460 -2,766 -8.86 2,058 -1.72 0.6946
2018-08-10 2018-06-30 13F CITIGROUP COM NEW 172967424 31,226 481 1.56 2,094 -0.85 0.6672
2018-05-15 2018-03-31 13F CITIGROUP COM NEW 172967424 30,745 30,745 2,112 0.6225
2018-02-12 2017-12-31 13F CITIGROUP COM NEW 172967424 0 -28,150 -100.00 0 -100.00
2017-11-14 2017-09-30 13F CITIGROUP COM NEW 172967424 28,150 28,150 2,048 0.6659
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.