Citigroup Inc.
MX ˙ BMV ˙ US1729674242
SecurityMX:C / Citigroup Inc.
InstitutionLRI Investments, LLC
Latest Disclosed Ownership17,576 shares
Latest Disclosed Value $ 1,993,311
LRI Investments, LLC reports 4.15% increase in ownership of C / Citigroup Inc.

On April 30, 2026 - LRI Investments, LLC filed a 13F-HR form disclosing ownership of 17,576 shares of Citigroup Inc. (MX:C) valued at $1,993,311 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 4, 2026 disclosing 16,875 shares of Citigroup Inc.. This represents a change in shares of 4.15% 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)
2026-04-30 2026-03-31 13F CITIGROUP INC COM Stock 172967424 17,576 701 4.15 1,993 1.22 0.1766
2026-02-04 2025-12-31 13F CITIGROUP INC COM Stock 172967424 16,875 -661 -3.77 1,969 10.68 0.1591
2025-11-03 2025-09-30 13F CITIGROUP INC COM Stock 172967424 17,536 8,876 102.49 1,780 141.38 0.1457
2025-07-25 2025-06-30 13F CITIGROUP INC COM Stock 172967424 8,660 6 0.07 737 20.03 0.0626
2025-05-01 2025-03-31 13F CITIGROUP INC COM Stock 172967424 8,654 -474 -5.19 614 -4.36 0.0594
2025-02-14 2024-12-31 13F CITIGROUP INC COM Stock 172967424 9,128 88 0.97 643 4.22 0.0619
2024-11-15 2024-09-30 13F CITIGROUP INC COM Stock 172967424 9,040 4,021 80.12 616 93.71 0.0598
2024-07-24 2024-06-30 13F CITIGROUP INC COM Stock 172967424 5,019 3,054 155.42 319 156.45 0.0362
2024-05-21 2024-03-31 13F/A-1 CITIGROUP INC COM Stock 172967424 1,965 1,965 124 0.0314
2024-05-14 2024-03-31 13F CITIGROUP INC COM Stock 172967424 3,923 3,923 249 0.0330
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.