Citigroup Inc.
MX ˙ BMV ˙ US1729674242
SecurityMX:C / Citigroup Inc.
InstitutionShelton Capital Management
Latest Disclosed Ownership105,353 shares
Latest Disclosed Value $ 11,948,084
Shelton Capital Management reports 30.42% decrease in ownership of C / Citigroup Inc.

On May 15, 2026 - Shelton Capital Management filed a 13F-HR form disclosing ownership of 105,353 shares of Citigroup Inc. (MX:C) valued at $11,948,084 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 151,422 shares of Citigroup Inc.. This represents a change in shares of -30.42% 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)
2026-05-15 2026-03-31 13F CITIGROUP COM NEW 172967424 105,353 -46,069 -30.42 11,948 -32.38 0.2613
2026-02-17 2025-12-31 13F CITIGROUP COM NEW 172967424 151,422 21,500 16.55 17,669 33.99 0.3488
2025-11-14 2025-09-30 13F CITIGROUP COM NEW 172967424 129,922 -44,186 -25.38 13,187 -11.02 0.2824
2025-08-13 2025-06-30 13F CITIGROUP COM NEW 172967424 174,108 19,280 12.45 14,820 34.84 0.3409
2025-05-15 2025-03-31 13F CITIGROUP COM NEW 172967424 154,828 74,049 91.67 10,991 93.30 0.2618
2025-02-13 2024-12-31 13F CITIGROUP COM NEW 172967424 80,779 -91,402 -53.08 5,686 -47.24 0.1415
2024-11-14 2024-09-30 13F CITIGROUP COM NEW 172967424 172,181 11,977 7.48 10,779 6.02 0.2767
2024-08-13 2024-06-30 13F CITIGROUP COM NEW 172967424 160,204 125,596 362.91 10,167 364.63 0.2760
2024-05-15 2024-03-31 13F CITIGROUP COM NEW 172967424 34,608 13,300 62.42 2,189 99.64 0.0621
2024-02-14 2023-12-31 13F CITIGROUP COM NEW 172967424 21,308 -8,855 -29.36 1,096 -11.61 0.0347
2023-11-14 2023-09-30 13F CITIGROUP COM NEW 172967424 30,163 0 0.00 1,241 -10.66 0.0454
2023-08-10 2023-06-30 13F CITIGROUP COM NEW 172967424 30,163 0 0.00 1,389 -1.84 0.0499
2023-05-11 2023-03-31 13F CITIGROUP COM NEW 172967424 30,163 13,363 79.54 1,414 86.30 0.0589
2023-02-13 2022-12-31 13F CITIGROUP COM NEW 172967424 16,800 -18,363 -52.22 760 -48.19 0.0796
2022-11-14 2022-09-30 13F CITIGROUP COM NEW 172967424 35,163 -603 -1.69 1,465 -10.94 0.0697
2022-08-11 2022-06-30 13F CITIGROUP COM NEW 172967424 35,766 1,100 3.17 1,645 -11.13 0.0740
2022-05-12 2022-03-31 13F CITIGROUP COM NEW 172967424 34,666 0 0.00 1,851 -11.56 0.0683
2022-02-11 2021-12-31 13F CITIGROUP COM NEW 172967424 34,666 -435 -1.24 2,093 -15.02 0.0741
2021-11-15 2021-09-30 13F CITIGROUP COM NEW 172967424 35,101 -15,051 -30.01 2,463 -30.58 0.0962
2021-08-12 2021-06-30 13F CITIGROUP COM NEW 172967424 50,152 250 0.50 3,548 -2.26 0.1339
2021-05-14 2021-03-31 13F CITIGROUP COM NEW 172967424 49,902 -150 -0.30 3,630 17.63 0.1263
2021-02-16 2020-12-31 13F CITIGROUP COM NEW 172967424 50,052 6,914 16.03 3,086 65.91 0.1387
2020-11-09 2020-09-30 13F CITIGROUP COM NEW 172967424 43,138 -37,983 -46.82 1,860 -55.13 0.0770
2020-08-12 2020-06-30 13F CITIGROUP COM NEW 172967424 81,121 5,276 6.96 4,145 29.73 0.2284
2020-05-13 2020-03-31 13F CITIGROUP COM NEW 172967424 75,845 -5,610 -6.89 3,195 -50.90 0.2316
2020-02-11 2019-12-31 13F CITIGROUP COM NEW 172967424 81,455 12,473 18.08 6,507 36.56 0.3596
2019-11-13 2019-09-30 13F CITIGROUP COM NEW 172967424 68,982 29,500 74.72 4,765 72.33 0.2813
2019-08-14 2019-06-30 13F CITIGROUP COM NEW 172967424 39,482 36,763 1,352.08 2,765 -93.67 0.1593
2019-05-10 2019-03-31 13F CITIGROUP COM NEW 172967424 2,719 -45,578 -94.37 43,697 1,638.15 0.1724
2019-01-31 2018-12-31 13F CITIGROUP COM NEW 172967424 48,297 6,300 15.00 2,514 -16.56 0.1710
2018-11-14 2018-09-30 13F CITIGROUP COM NEW 172967424 41,997 -55 -0.13 3,013 7.07 0.1718
2018-08-10 2018-06-30 13F CITIGROUP COM NEW 172967424 42,052 555 1.34 2,814 0.46 0.1750
2018-05-15 2018-03-31 13F CITIGROUP COM NEW 172967424 41,497 -1,659 -3.84 2,801 -12.77 0.1837
2018-02-06 2017-12-31 13F CITIGROUP COM NEW 172967424 43,156 0 0.00 3,211 2.29 0.2062
2017-11-28 2017-09-30 13F/A-1 CITIGROUP COM NEW 172967424 43,156 -8,700 -16.78 3,139 -9.49 0.2119
2017-11-14 2017-09-30 13F CITIGROUP COM NEW 172967424 43,156 -8,700 3,139
2017-08-14 2017-06-30 13F CITIGROUP COM NEW 172967424 51,856 -400 -0.77 3,468 10.94 0.2450
2017-11-28 2017-03-31 13F/A-1 CITIGROUP COM NEW 172967424 52,256 -760 -1.43 3,126 -0.79 0.2165
2017-05-15 2017-03-31 13F CITIGROUP COM NEW 172967424 60,400 7,384 3,613
2017-11-28 2016-12-31 13F/A-2 CITIGROUP COM NEW 172967424 53,016 -15,600 -22.74 3,151 -2.78 0.2399
2017-02-16 2016-12-31 13F/A-1 CITIGROUP COM NEW 172967424 53,016 0 3,151 0.2766
2017-02-13 2016-12-31 13F CITIGROUP COM NEW 172967424 53,016 3,151
2017-12-06 2016-09-30 13F/A-2 CITIGROUP COM NEW 172967424 68,616 -1,101 -1.58 3,241 9.68 0.2705
2017-12-04 2016-09-30 13F/A-1 CITIGROUP COM NEW 172967424 53,016 -15,600 3,151 0.2008
2016-11-14 2016-09-30 13F CITIGROUP COM NEW 172967424 68,616 -1,101 3,241
2016-08-01 2016-06-30 13F CITIGROUP COM NEW 172967424 69,717 -199 -0.28 2,955 1.23 0.2604
2016-05-13 2016-03-31 13F CITIGROUP COM NEW 172967424 69,916 300 0.43 2,919 -18.98 0.2642
2016-02-01 2015-12-31 13F CITIGROUP COM NEW 172967424 69,616 -14,966 -17.69 3,603 -14.13 0.3484
2015-11-02 2015-09-30 13F CITIGROUP COM NEW 172967424 84,582 30 0.04 4,196 -10.17 0.4619
2015-08-11 2015-06-30 13F CITIGROUP COM NEW 172967424 84,552 27,971 49.44 4,671 60.24 0.4832
2015-05-12 2015-03-31 13F CITIGROUP COM NEW 172967424 56,581 -6,095 -9.72 2,915 -14.04 0.3149
2015-02-10 2014-12-31 13F CITIGROUP COM NEW 172967424 62,676 -900 -1.42 3,391 2.91 0.3950
2014-10-15 2014-09-30 13F CITIGROUP COM NEW 172967424 63,576 -3,400 -5.08 3,295 4.44 0.4429
2014-07-25 2014-06-30 13F CITIGROUP COM NEW 172967424 66,976 29,600 79.20 3,155 77.35 0.4405
2014-04-14 2014-03-31 13F CITIGROUP COM NEW 172967424 37,376 2,400 6.86 1,779 -2.41 0.2608
2014-01-22 2013-12-31 13F CITIGROUP COM NEW 172967424 34,976 2,838 8.83 1,823 16.93 0.2757
2013-10-16 2013-09-30 13F CITIGROUP COM NEW 172967424 32,138 2,100 6.99 1,559 8.19 0.2608
2013-07-10 2013-06-30 13F CITIGROUP COM NEW 172967424 30,038 30,038 1,441 0.2629
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.