Citigroup Inc.
MX ˙ BMV ˙ US1729674242
SecurityMX:C / Citigroup Inc.
InstitutionMark Sheptoff Financial Planning, Llc
Latest Disclosed Ownership680 shares
Latest Disclosed Value $ 87,047
Mark Sheptoff Financial Planning, Llc ownership in C / Citigroup Inc.

On May 11, 2026 - Mark Sheptoff Financial Planning, Llc filed a 13F-HR form disclosing ownership of 680 shares of Citigroup Inc. (MX:C) valued at $87,047 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 680 shares of Citigroup Inc.. This represents a change in shares of 0.00% 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.

Upgrade to unlock premium data and export to Excel .

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)
2026-05-11 2026-03-31 13F CITIGROUP COM 172967424 680 0 0.00 87 10.13 0.0461
2026-02-12 2025-12-31 13F CITIGROUP COM NEW 172967424 680 0 0.00 79 14.49 0.0378
2025-11-13 2025-09-30 13F CITIGROUP OM NEW 172967424 680 0 0.00 69 21.05 0.0330
2025-08-06 2025-06-30 13F CITIGROUP COM NEW 172967424 680 0 0.00 58 18.75 0.0308
2025-05-13 2025-03-31 13F CITIGROUP COM NEW 172967424 680 0 0.00 48 2.13 0.0266
2025-02-12 2024-12-31 13F CITIGROUP COM NEW 172967424 680 0 0.00 48 11.90 0.0257
2024-11-14 2024-09-30 13F CITIGROUP COM NEW 172967424 680 0 0.00 43 -2.33 0.0226
2024-08-12 2024-06-30 13F CITIGROUP COM NEW 172967424 680 185 37.37 43 38.71 0.0241
2024-05-10 2024-03-31 13F CITIGROUP COM NEW 172967424 495 0 0.00 31 24.00 0.0174
2024-02-09 2023-12-31 13F CITIGROUP COM NEW 172967424 495 -495 -50.00 25 -37.50 0.0153
2023-11-13 2023-09-30 13F CITIGROUP COM NEW 172967424 990 0 0.00 41 -11.11 0.0261
2023-08-10 2023-06-30 13F CITIGROUP COM NEW 172967424 990 0 0.00 46 -2.17 0.0260
2023-05-11 2023-03-31 13F CITIGROUP COM NEW 172967424 990 0 0.00 46 4.55 0.0270
2023-02-14 2022-12-31 13F CITIGROUP COM NEW 172967424 990 0 0.00 45 7.32 0.0263
2022-11-09 2022-09-30 13F CITIGROUP COM NEW 172967424 990 -500 -33.56 41 -40.58 0.0250
2022-08-11 2022-06-30 13F CITIGROUP COM NEW 172967424 1,490 0 0.00 69 -13.75 0.0397
2022-05-12 2022-03-31 13F CITIGROUP COM NEW 172967424 1,490 250 20.16 80 6.67 0.0403
2022-02-11 2021-12-31 13F CITIGROUP COM NEW 172967424 1,240 0 0.00 75 -13.79 0.0358
2021-11-10 2021-09-30 13F CITIGROUP COM NEW 172967424 1,240 0 0.00 87 -1.14 0.0479
2021-08-12 2021-06-30 13F CITIGROUP COM NEW 172967424 1,240 250 25.25 88 22.22 0.0472
2021-05-11 2021-03-31 13F CITIGROUP COM NEW 172967424 990 0 0.00 72 18.03 0.0413
2021-02-11 2020-12-31 13F CITIGROUP COM NEW 172967424 990 -100 -9.17 61 29.79 0.0347
2020-11-12 2020-09-30 13F CITIGROUP COM NEW 172967424 1,090 0 0.00 47 -16.07 0.0289
2020-08-10 2020-06-30 13F CITIGROUP COM NEW 172967424 1,090 100 10.10 56 33.33 0.0363
2020-05-07 2020-03-31 13F CITIGROUP COM NEW 172967424 990 0 0.00 42 -46.84 0.0318
2020-02-10 2019-12-31 13F CITIGROUP COM NEW 172967424 990 -79 -7.39 79 6.76 0.0497
2019-11-12 2019-09-30 13F CITIGROUP COM NEW 172967424 1,069 0 0.00 74 -1.33 0.0499
2019-08-12 2019-06-30 13F CITIGROUP COM NEW 172967424 1,069 -200 -15.76 75 -5.06 0.0512
2019-05-10 2019-03-31 13F CITIGROUP COM NEW 172967424 1,269 -25 -1.93 79 17.91 0.0569
2019-02-11 2018-12-31 13F CITIGROUP COM NEW 172967424 1,294 -500 -27.87 67 -48.06 0.0557
2018-11-13 2018-09-30 13F CITIGROUP COM NEW 172967424 1,794 0 0.00 129 7.50 0.0885
2018-08-09 2018-06-30 13F CITIGROUP COM NEW 172967424 1,794 -8,357 -82.33 120 -82.48 0.0888
2018-05-08 2018-03-31 13F CITIGROUP COM NEW 172967424 10,151 -3,419 -25.20 685 -32.18 0.4753
2018-02-09 2017-12-31 13F CITIGROUP COM NEW 172967424 13,570 1,351 11.06 1,010 13.61 0.6569
2017-11-09 2017-09-30 13F CITIGROUP COM NEW 172967424 12,219 11,080 972.78 889 1,069.74 0.5969
2017-08-08 2017-06-30 13F CITIGROUP COM NEW 172967424 1,139 -1 -0.09 76 11.76 0.0522
2017-05-08 2017-03-31 13F CITIGROUP COM NEW 172967424 1,140 1 0.09 68 0.00 0.0485
2017-02-07 2016-12-31 13F CITIGROUP COM NEW 172967424 1,139 -20 -1.73 68 23.64 0.0505
2016-11-07 2016-09-30 13F CITIGROUP COM NEW 172967424 1,159 0 0.00 55 12.24 0.0409
2016-08-09 2016-06-30 13F CITIGROUP COM NEW 172967424 1,159 -92 -7.35 49 -5.77 0.0366
2016-05-09 2016-03-31 13F CITIGROUP COM NEW 172967424 1,251 -147 -10.52 52 -27.78 0.0423
2016-02-09 2015-12-31 13F CITIGROUP COM NEW 172967424 1,398 79 5.99 72 10.77 0.0584
2015-11-12 2015-09-30 13F CITIGROUP COM NEW 172967424 1,319 147 12.54 65 0.00 0.0570
2015-08-05 2015-06-30 13F CITIGROUP COM NEW 172967424 1,172 92 8.52 65 16.07 0.0526
2015-05-12 2015-03-31 13F CITIGROUP COM NEW 172967424 1,080 0 0.00 56 -3.45 0.0467
2015-02-09 2014-12-31 13F CITIGROUP COM NEW 172967424 1,080 -1,100 -50.46 58 -48.67 0.0513
2014-11-12 2014-09-30 13F CITIGROUP COM NEW 172967424 2,180 640 41.56 113 54.79 0.0999
2014-08-13 2014-06-30 13F CITIGROUP COM NEW 172967424 1,540 0 0.00 73 0.00 0.0624
2014-05-09 2014-03-31 13F CITIGROUP COM NEW 172967424 1,540 1,540 73 0.0646
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.