Citigroup Inc.
MX ˙ BMV ˙ US1729674242
SecurityMX:C / Citigroup Inc.
InstitutionWESPAC Advisors SoCal, LLC
Latest Disclosed Ownership19,319 shares
Latest Disclosed Value $ 2,190,925
WESPAC Advisors SoCal, LLC reports 0.59% increase in ownership of C / Citigroup Inc.

On April 15, 2026 - WESPAC Advisors SoCal, LLC filed a 13F-HR form disclosing ownership of 19,319 shares of Citigroup Inc. (MX:C) valued at $2,190,925 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 7, 2026 disclosing 19,206 shares of Citigroup Inc.. This represents a change in shares of 0.59% 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.

Upgrade to unlock premium data and export to Excel .

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)
2026-04-15 2026-03-31 13F CITIGROUP COM NEW 172967424 19,319 113 0.59 2,191 -2.28 0.4659
2026-01-07 2025-12-31 13F CITIGROUP COM NEW 172967424 19,206 2,192 12.88 2,241 29.84 0.4520
2025-10-22 2025-09-30 13F CITIGROUP COM NEW 172967424 17,014 233 1.39 1,727 20.87 0.3507
2025-07-30 2025-06-30 13F CITIGROUP COM NEW 172967424 16,781 6,260 59.50 1,428 91.42 0.3187
2025-05-06 2025-03-31 13F CITIGROUP COM NEW 172967424 10,521 10,521 747 0.1945
2021-07-29 2021-06-30 13F CITIGROUP COM NEW 172967424 0 -4,953 -100.00 0 -100.00
2021-04-30 2021-03-31 13F CITIGROUP COM NEW 172967424 4,953 0 0.00 360 18.03 0.1412
2021-02-02 2020-12-31 13F CITIGROUP COM NEW 172967424 4,953 0 0.00 305 36.77 0.1210
2020-10-23 2020-09-30 13F CITIGROUP COM NEW 172967424 4,953 0 0.00 223 -14.56 0.1061
2020-07-17 2020-06-30 13F CITIGROUP COM NEW 172967424 4,953 0 0.00 261 16.00 0.1208
2020-04-30 2020-03-31 13F CITIGROUP COM NEW 172967424 4,953 -3,535 -41.65 225 -66.81 0.1247
2020-02-13 2019-12-31 13F CITIGROUP COM NEW 172967424 8,488 100 1.19 678 17.10 0.3219
2019-10-17 2019-09-30 13F CITIGROUP COM NEW 172967424 8,388 4,878 138.97 579 136.33 0.2860
2019-07-30 2019-06-30 13F Citigroup COM NEW 172967424 3,510 -550 -13.55 245 -2.78 0.1305
2019-05-02 2019-03-31 13F Citigroup COM NEW 172967424 4,060 1,525 60.16 252 92.37 0.1394
2019-05-06 2018-12-31 13F/A-1 Citigroup COM NEW 172967424 2,535 -640 -20.16 131 -42.29 0.0827
2019-02-07 2018-12-31 13F Citigroup COM NEW 172967424 2,535 -640 131,972
2018-10-22 2018-09-30 13F Citigroup COM NEW 172967424 3,175 -975 -23.49 227 -18.05 0.1139
2018-08-03 2018-06-30 13F/A-2 Citigroup COM NEW 172967424 4,150 925 28.68 277 27.65 0.1595
2018-07-13 2018-06-30 13F Citigroup COM NEW 172967424 3,225 0 217
2018-04-16 2018-03-31 13F Citigroup COM NEW 172967424 3,225 3,075 2,050.00 217 1,872.73 0.1257
2018-02-13 2017-12-31 13F Citigroup COM NEW 172967424 150 0 0.00 11 10.00 0.0063
2017-11-03 2017-09-30 13F Citigroup COM NEW 172967424 150 0 0.00 10 0.00 0.0060
2017-08-11 2017-06-30 13F Citigroup COM NEW 172967424 150 0 0.00 10 25.00 0.0064
2017-05-12 2017-03-31 13F Citigroup COM NEW 172967424 150 0 0.00 9 0.00 0.0056
2017-02-13 2016-12-31 13F Citigroup COM NEW 172967424 150 0 0.00 9 14.29 0.0058
2016-11-14 2016-09-30 13F Citigroup COM NEW 172967424 150 0 0.00 7 16.67 0.0048
2016-08-12 2016-06-30 13F Citigroup COM NEW 172967424 150 0 0.00 6 0.00 0.0041
2016-08-12 2016-03-31 13F Citigroup COM NEW 172967424 150 -777 -83.82 6 -87.23 0.0046
2016-03-03 2015-12-31 13F Citigroup COM NEW 172967424 927 927 47 0.0310
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.