Citigroup Inc.
MX ˙ BMV ˙ US1729674242
SecurityMX:C / Citigroup Inc.
InstitutionUnited Asset Strategies, Inc.
Latest Disclosed Ownership129,446 shares
Latest Disclosed Value $ 14,680,483
United Asset Strategies, Inc. reports 0.47% increase in ownership of C / Citigroup Inc.

On April 29, 2026 - United Asset Strategies, Inc. filed a 13F-HR form disclosing ownership of 129,446 shares of Citigroup Inc. (MX:C) valued at $14,680,483 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 28, 2026 disclosing 128,838 shares of Citigroup Inc.. This represents a change in shares of 0.47% 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)
2026-04-29 2026-03-31 13F CITIGROUP COM NEW 172967424 129,446 608 0.47 14,680 -2.35 1.1680
2026-01-28 2025-12-31 13F CITIGROUP COM NEW 172967424 128,838 -1,070 -0.82 15,034 14.02 1.1605
2025-10-23 2025-09-30 13F CITIGROUP COM NEW 172967424 129,908 -1,587 -1.21 13,186 17.81 1.0576
2025-08-08 2025-06-30 13F CITIGROUP COM NEW 172967424 131,495 823 0.63 11,193 20.66 0.9558
2025-05-14 2025-03-31 13F CITIGROUP COM NEW 172967424 130,672 130,672 9,276 0.8613
2022-08-15 2022-06-30 13F CITIGROUP COM NEW 172967424 0 -20,456 -100.00 0 -100.00
2022-04-29 2022-03-31 13F CITIGROUP COM NEW 172967424 20,456 623 3.14 1,092 -8.85 0.1389
2022-01-31 2021-12-31 13F CITIGROUP COM NEW 172967424 19,833 -810 -3.92 1,198 -17.32 0.1427
2021-10-21 2021-09-30 13F CITIGROUP COM NEW 172967424 20,643 1,161 5.96 1,449 5.15 0.1868
2021-07-19 2021-06-30 13F CITIGROUP COM NEW 172967424 19,482 846 4.54 1,378 1.62 0.1837
2021-04-27 2021-03-31 13F CITIGROUP COM NEW 172967424 18,636 208 1.13 1,356 19.37 0.1966
2021-02-05 2020-12-31 13F CITIGROUP COM NEW 172967424 18,428 -3,579 -16.26 1,136 19.70 0.1786
2020-11-03 2020-09-30 13F CITIGROUP COM NEW 172967424 22,007 -71,857 -76.55 949 -80.21 0.1745
2020-08-03 2020-06-30 13F CITIGROUP COM NEW 172967424 93,864 7,325 8.46 4,796 31.58 0.9449
2020-05-08 2020-03-31 13F CITIGROUP COM NEW 172967424 86,539 -18,157 -17.34 3,645 -56.42 0.9041
2020-02-12 2019-12-31 13F CITIGROUP COM NEW 172967424 104,696 7,581 7.81 8,364 24.67 1.6241
2019-11-01 2019-09-30 13F CITIGROUP COM NEW 172967424 97,115 5,130 5.58 6,709 4.14 1.4686
2019-07-31 2019-06-30 13F CITIGROUP COM NEW 172967424 91,985 10,545 12.95 6,442 27.14 1.4801
2019-05-02 2019-03-31 13F CITIGROUP COM NEW 172967424 81,440 9,772 13.64 5,067 35.81 1.1906
2019-02-11 2018-12-31 13F CITIGROUP COM NEW 172967424 71,668 37,034 106.93 3,731 50.14 1.0185
2018-11-07 2018-09-30 13F CITIGROUP COM NEW 172967424 34,634 1,495 4.51 2,485 12.04 0.5849
2018-08-07 2018-06-30 13F CITIGROUP COM NEW 172967424 33,139 13,385 67.76 2,218 66.39 0.5861
2018-05-14 2018-03-31 13F CITIGROUP COM NEW 172967424 19,754 1,041 5.56 1,333 -4.24 0.3930
2018-02-09 2017-12-31 13F CITIGROUP COM NEW 172967424 18,713 8,480 82.87 1,392 103.51 0.3732
2017-08-02 2017-06-30 13F CITIGROUP COM NEW 172967424 10,233 5,074 98.35 684 121.36 0.2029
2017-05-09 2017-03-31 13F CITIGROUP COM NEW 172967424 5,159 5,159 309 0.0942
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.