Citigroup Inc.
MX ˙ BMV ˙ US1729674242
SecurityMX:C / Citigroup Inc.
InstitutionSequoia Financial Advisors, LLC
Latest Disclosed Ownership272,410 shares
Latest Disclosed Value $ 30,894,053
Sequoia Financial Advisors, LLC reports 1.43% increase in ownership of C / Citigroup Inc.

On April 30, 2026 - Sequoia Financial Advisors, LLC filed a 13F-HR form disclosing ownership of 272,410 shares of Citigroup Inc. (MX:C) valued at $30,894,053 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 3, 2026 disclosing 268,562 shares of Citigroup Inc.. This represents a change in shares of 1.43% 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 COM NEW 172967424 272,410 3,848 1.43 30,894 -1.42 0.1728
2026-02-03 2025-12-31 13F CITIGROUP COM NEW 172967424 268,562 5,672 2.16 31,338 17.45 0.1748
2025-10-29 2025-09-30 13F CITIGROUP COM NEW 172967424 262,890 15,764 6.38 26,683 26.85 0.1621
2025-07-25 2025-06-30 13F CITIGROUP COM NEW 172967424 247,126 8,337 3.49 21,035 24.09 0.1440
2025-04-23 2025-03-31 13F CITIGROUP COM NEW 172967424 238,789 -18,222 -7.09 16,952 -6.30 0.1308
2025-08-08 2024-12-31 13F/A-1 CITIGROUP COM NEW 172967424 257,011 50,565 24.49 18,091 39.99 0.1740
2025-02-07 2024-12-31 13F CITIGROUP COM NEW 172967424 257,011 50,565 18,091 0.1748
2024-10-21 2024-09-30 13F CITIGROUP COM NEW 172967424 206,446 41,569 25.21 12,924 23.51 0.1386
2024-07-15 2024-06-30 13F CITIGROUP COM NEW 172967424 164,877 -14,580 -8.12 10,463 -7.80 0.1261
2024-04-30 2024-03-31 13F CITIGROUP COM NEW 172967424 179,457 -32,633 -15.39 11,349 4.02 0.1411
2024-01-26 2023-12-31 13F CITIGROUP COM NEW 172967424 212,090 48,308 29.50 10,910 61.95 0.1353
2023-11-08 2023-09-30 13F CITIGROUP COM NEW 172967424 163,782 -22,726 -12.19 6,736 -21.55 0.1181
2023-08-08 2023-06-30 13F CITIGROUP COM NEW 172967424 186,508 10,029 5.68 8,587 3.76 0.1473
2023-04-25 2023-03-31 13F CITIGROUP COM NEW 172967424 176,479 157,084 809.92 8,275 843.56 0.1839
2023-02-10 2022-12-31 13F/A-1 CITIGROUP COM NEW 172967424 19,395 7,178 58.75 877 72.30 0.0216
2023-01-18 2022-12-31 13F CITIGROUP COM NEW 172967424 19,395 7,178 877 0.0198
2022-10-26 2022-09-30 13F CITIGROUP COM NEW 172967424 12,217 -1,875 -13.31 509 -21.45 0.0160
2022-07-22 2022-06-30 13F CITIGROUP COM NEW 172967424 14,092 4,769 51.15 648 30.12 0.0183
2022-05-13 2022-03-31 13F CITIGROUP COM NEW 172967424 9,323 -97 -1.03 498 -12.48 0.0124
2022-02-22 2021-12-31 13F/A-1 CITIGROUP COM NEW 172967424 9,420 9,420 569 0.0155
2022-02-11 2021-12-31 13F CITIGROUP COM NEW 172967424 9,420 9,420 569 0.0104
2021-10-26 2021-09-30 13F CITIGROUP COM NEW 172967424 0 -9,313 -100.00 0 -100.00
2021-07-27 2021-06-30 13F CITIGROUP COM NEW 172967424 9,313 504 5.72 659 2.81 0.0240
2021-05-14 2021-03-31 13F CITIGROUP COM NEW 172967424 8,809 616 7.52 641 26.93 0.0268
2021-02-12 2020-12-31 13F CITIGROUP COM NEW 172967424 8,193 -691 -7.78 505 31.85 0.0231
2020-10-23 2020-09-30 13F CITIGROUP COM NEW 172967424 8,884 -1,007 -10.18 383 -24.16 0.0202
2020-08-25 2020-06-30 13F/A-1 CITIGROUP COM NEW 172967424 9,891 1,504 17.93 505 43.06 0.0299
2020-08-11 2020-06-30 13F CITIGROUP COM NEW 172967424 0 -8,387 505 29,902.3761
2020-05-11 2020-03-31 13F CITIGROUP COM NEW 172967424 8,387 -257 -2.97 353 -48.91 0.0261
2020-02-13 2019-12-31 13F CITIGROUP COM NEW 172967424 8,644 -580 -6.29 691 8.48 0.0439
2019-10-22 2019-09-30 13F CITIGROUP COM NEW 172967424 9,224 -38 -0.41 637 -1.85 0.0461
2019-07-31 2019-06-30 13F CITIGROUP COM NEW 172967424 9,262 -89 -0.95 649 11.51 0.0483
2019-05-13 2019-03-31 13F CITIGROUP COM NEW 172967424 9,351 4,524 93.72 582 131.87 0.0478
2019-02-14 2018-12-31 13F CITIGROUP COM NEW 172967424 4,827 -3,259 -40.30 251 -56.72 0.0290
2018-11-14 2018-09-30 13F CITIGROUP COM NEW 172967424 8,086 -216 -2.60 580 4.32 0.0576
2018-08-13 2018-06-30 13F CITIGROUP COM NEW 172967424 8,302 -819 -8.98 556 -9.74 0.0592
2018-05-14 2018-03-31 13F CITIGROUP COM NEW 172967424 9,121 -65,220 -87.73 616 -88.86 0.0648
2018-02-13 2017-12-31 13F CITIGROUP COM NEW 172967424 74,341 4,259 6.08 5,532 8.51 0.5828
2017-11-13 2017-09-30 13F CITIGROUP COM NEW 172967424 70,082 2,639 3.91 5,098 13.01 0.6038
2017-08-09 2017-06-30 13F CITIGROUP COM NEW 172967424 67,443 5,316 8.56 4,511 21.39 0.5590
2017-05-01 2017-03-31 13F CITIGROUP COM NEW 172967424 62,127 57,429 1,222.41 3,716 1,231.90 0.4727
2017-02-14 2016-12-31 13F CITIGROUP COM NEW 172967424 4,698 136 2.98 279 29.77 0.0399
2016-11-14 2016-09-30 13F CITIGROUP COM NEW 172967424 4,562 4,562 0.00 215 0.0401
2016-07-29 2016-03-31 13F/A-1 CITIGROUP COM NEW 172967424 0 -5,522 -100.00 0 -100.00
2016-02-16 2015-12-31 13F CITIGROUP COM NEW 172967424 5,522 1,415 34.45 299 46.57 0.2067
2015-11-13 2015-09-30 13F CITIGROUP COM NEW 172967424 4,107 -427 -9.42 204 -18.40 0.0887
2015-08-03 2015-06-30 13F CITIGROUP COM NEW 172967424 4,534 177 4.06 250 11.61 0.1056
2015-05-05 2015-03-31 13F CITIGROUP COM NEW 172967424 4,357 -1,165 -21.10 224 -25.08 0.1026
2015-02-17 2014-12-31 13F CITIGROUP COM NEW 172967424 5,522 -41 -0.74 299 3.82 0.2042
2014-10-29 2014-09-30 13F CITIGROUP COM NEW 172967424 5,563 92 1.68 288 11.63 0.1997
2014-08-05 2014-06-30 13F CITIGROUP COM NEW 172967424 5,471 5,471 258 0.1961
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.