Citigroup Inc.
MX ˙ BMV ˙ US1729674242
SecurityMX:C / Citigroup Inc.
InstitutionSowell Financial Services LLC
Latest Disclosed Ownership12,101 shares
Latest Disclosed Value $ 1,372,320
Sowell Financial Services LLC reports 2.21% decrease in ownership of C / Citigroup Inc.

On April 20, 2026 - Sowell Financial Services LLC filed a 13F-HR form disclosing ownership of 12,101 shares of Citigroup Inc. (MX:C) valued at $1,372,320 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 21, 2026 disclosing 12,375 shares of Citigroup Inc.. This represents a change in shares of -2.21% 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)
2026-04-20 2026-03-31 13F CITIGROUP COM NEW 172967424 12,101 -274 -2.21 1,372 -4.99 0.0508
2026-01-21 2025-12-31 13F CITIGROUP COM NEW 172967424 12,375 161 1.32 1,444 16.55 0.0530
2025-10-17 2025-09-30 13F CITIGROUP COM NEW 172967424 12,214 474 4.04 1,240 24.02 0.0476
2025-07-14 2025-06-30 13F CITIGROUP COM NEW 172967424 11,740 -1,580 -11.86 999 5.71 0.0407
2025-04-17 2025-03-31 13F CITIGROUP COM NEW 172967424 13,320 -987 -6.90 946 -6.16 0.0430
2025-02-07 2024-12-31 13F CITIGROUP COM NEW 172967424 14,307 -3,988 -21.80 1,007 -12.05 0.0530
2024-10-04 2024-09-30 13F CITIGROUP COM NEW 172967424 18,295 -1,690 -8.46 1,145 -9.70 0.0532
2024-08-13 2024-06-30 13F CITIGROUP COM NEW 172967424 19,985 -2,401 -10.73 1,268 -10.45 0.0606
2024-05-03 2024-03-31 13F CITIGROUP COM NEW 172967424 22,386 -3,896 -14.82 1,416 4.73 0.0668
2024-01-24 2023-12-31 13F CITIGROUP COM NEW 172967424 26,282 -13,478 -33.90 1,352 -17.31 0.0732
2023-11-08 2023-09-30 13F CITIGROUP COM NEW 172967424 39,760 -7,172 -15.28 1,635 -24.34 0.1026
2023-08-14 2023-06-30 13F CITIGROUP COM NEW 172967424 46,932 6,078 14.88 2,161 216,000.00 0.1205
2023-05-12 2023-03-31 13F CITIGROUP STOCK 172967424 40,854 -9,071 -18.17 2 -50.00 0.1478
2023-02-09 2022-12-31 13F Citigroup Stock 172967424 49,925 19,618 64.73 2 -99.84 0.1462
2022-11-15 2022-09-30 13F Citigroup Stock 172967424 30,307 1,860 6.54 1,263 -3.44 0.1273
2022-08-15 2022-06-30 13F CITIGROUP Stock 172967424 28,447 14,700 106.93 1,308 92.64 0.1209
2022-05-13 2022-03-31 13F CITIGROUP Stock 172967424 13,747 -16,187 -54.08 679 -62.44 0.1186
2022-02-09 2021-12-31 13F CITIGROUP INC COM Stock 172967424 29,934 -263 -0.87 1,808 -14.68 0.1037
2021-11-04 2021-09-30 13F CITIGROUP INC COM Stock 172967424 30,197 -6,925 -18.65 2,119 -19.31 0.1431
2021-08-05 2021-06-30 13F CITIGROUP INC COM Stock 172967424 37,122 -13,254 -26.31 2,626 -30.29 0.1740
2021-05-07 2021-03-31 13F CITIGROUP INC COM Stock 172967424 50,376 -4,782 -8.67 3,767 10.76 0.1311
2021-01-13 2020-12-31 13F CITIGROUP INC COM COM 172967424 55,158 2,367 4.48 3,401 49.43 0.1453
2020-11-12 2020-09-30 13F CITIGROUP INC COM COM 172967424 52,791 20,053 61.25 2,276 36.04 0.1137
2020-08-13 2020-06-30 13F CITIGROUP INC COM Stock 172967424 32,738 8,347 34.22 1,673 62.90 0.0919
2020-05-12 2020-03-31 13F CITIGROUP INC COM Stock 172967424 24,391 1,091 4.68 1,027 -44.81 0.0760
2020-02-07 2019-12-31 13F CITIGROUP INC COM Stock 172967424 23,300 -3,253 -12.25 1,861 1.47 0.1418
2019-11-14 2019-09-30 13F CITIGROUP INC COM COM 172967424 26,553 11,898 81.19 1,834 101.10 0.1515
2019-05-15 2019-03-31 13F CITIGROUP INC COM Stock 172967424 14,655 1,244 9.28 912 30.66 0.1018
2019-03-05 2018-12-31 13F CITIGROUP COM NEW 172967424 13,411 13,411 698 0.0989
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.