Citigroup Inc.
MX ˙ BMV ˙ US1729674242
SecurityMX:C / Citigroup Inc.
InstitutionPinnacle Wealth Management Advisory Group, LLC
Latest Disclosed Ownership20,320 shares
Latest Disclosed Value $ 2,304,491
Pinnacle Wealth Management Advisory Group, LLC reports 1.36% increase in ownership of C / Citigroup Inc.

On April 21, 2026 - Pinnacle Wealth Management Advisory Group, LLC filed a 13F-HR form disclosing ownership of 20,320 shares of Citigroup Inc. (MX:C) valued at $2,304,491 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 2, 2026 disclosing 20,047 shares of Citigroup Inc.. This represents a change in shares of 1.36% 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)
2026-04-21 2026-03-31 13F Citigroup COM 172967424 20,320 273 1.36 2,304 -1.50 0.1575
2026-02-02 2025-12-31 13F Citigroup COM 172967424 20,047 2,839 16.50 2,339 33.96 0.1610
2025-10-20 2025-09-30 13F Citigroup COM 172967424 17,208 609 3.67 1,747 23.65 0.1311
2025-08-07 2025-06-30 13F Citigroup COM 172967424 16,599 781 4.94 1,413 25.85 0.1173
2025-05-07 2025-03-31 13F Citigroup COM 172967424 15,818 -28 -0.18 1,123 0.63 0.1048
2025-01-31 2024-12-31 13F Citigroup COM 172967424 15,846 -735 -4.43 1,115 7.52 0.1043
2024-10-16 2024-09-30 13F Citigroup COM 172967424 16,581 524 3.26 1,038 1.87 0.0991
2024-07-25 2024-06-30 13F Citigroup COM 172967424 16,057 56 0.35 1,019 0.69 0.1052
2024-05-01 2024-03-31 13F Citigroup COM 172967424 16,001 79 0.50 1,012 23.44 0.1086
2024-02-07 2023-12-31 13F Citigroup COM 172967424 15,922 -1,739 -9.85 819 12.81 0.0959
2023-10-25 2023-09-30 13F Citigroup COM 172967424 17,661 -2,820 -13.77 726 -22.93 0.0941
2023-08-02 2023-06-30 13F Citigroup COM 172967424 20,481 -1,625 -7.35 943 -9.07 0.1173
2023-05-04 2023-03-31 13F Citigroup COM 172967424 22,106 778 3.65 1,037 7.47 0.1401
2023-02-07 2022-12-31 13F Citigroup COM 172967424 21,328 -534 -2.44 965 5.82 0.1450
2022-11-10 2022-09-30 13F Citigroup COM 172967424 21,862 -4,859 -18.18 911 -25.87 0.1515
2022-08-01 2022-06-30 13F Citigroup COM 172967424 26,721 651 2.50 1,229 -11.71 0.1982
2022-05-05 2022-03-31 13F Citigroup COM 172967424 26,070 761 3.01 1,392 -8.90 0.2006
2022-01-20 2021-12-31 13F Citigroup COM 172967424 25,309 13,037 106.23 1,528 77.47 0.2499
2021-10-29 2021-09-30 13F Citigroup COM 172967424 12,272 -157 -1.26 861 -2.05 0.2013
2021-08-10 2021-06-30 13F Citigroup COM 172967424 12,429 1,175 10.44 879 7.33 0.2059
2021-05-13 2021-03-31 13F Citigroup COM 172967424 11,254 2,725 31.95 819 55.70 0.2301
2021-02-03 2020-12-31 13F Citigroup COM 172967424 8,529 -6,117 -41.77 526 -16.64 0.1603
2020-10-29 2020-09-30 13F Citigroup COM 172967424 14,646 935 6.82 631 -9.99 0.2196
2020-08-11 2020-06-30 13F Citigroup COM 172967424 13,711 -19 -0.14 701 21.28 0.2602
2020-05-08 2020-03-31 13F Citigroup COM 172967424 13,730 -1,530 -10.03 578 -52.58 0.2806
2020-02-05 2019-12-31 13F Citigroup COM 172967424 15,260 -405 -2.59 1,219 12.66 0.4557
2019-11-06 2019-09-30 13F Citigroup COM 172967424 15,665 1,416 9.94 1,082 8.42 0.4531
2019-08-08 2019-06-30 13F Citigroup COM 172967424 14,249 -545 -3.68 998 8.48 0.4244
2019-05-09 2019-03-31 13F Citigroup COM 172967424 14,794 3,087 26.37 920 51.07 0.4153
2019-02-05 2018-12-31 13F Citigroup COM 172967424 11,707 -4,810 -29.12 609 -48.61 0.3301
2018-11-09 2018-09-30 13F Citigroup COM 172967424 16,517 -92 -0.55 1,185 6.66 0.5850
2018-08-14 2018-06-30 13F Citigroup COM 172967424 16,609 1,670 11.18 1,111 10.22 0.5975
2018-05-15 2018-03-31 13F Citigroup COM 172967424 14,939 -40 -0.27 1,008 -9.60 0.5708
2018-02-09 2017-12-31 13F Citigroup COM 172967424 14,979 415 2.85 1,115 5.29 0.6162
2017-11-08 2017-09-30 13F Citigroup COM 172967424 14,564 920 6.74 1,059 15.99 0.6160
2017-08-07 2017-06-30 13F Citigroup COM 172967424 13,644 13,644 913 0.5649
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.