Citigroup Inc.
MX ˙ BMV ˙ US1729674242
SecurityMX:C / Citigroup Inc.
InstitutionWestside Investment Management, Inc.
Latest Disclosed Ownership9,824 shares
Latest Disclosed Value $ 1,116,551
Westside Investment Management, Inc. reports 4.85% decrease in ownership of C / Citigroup Inc.

On May 4, 2026 - Westside Investment Management, Inc. filed a 13F-HR form disclosing ownership of 9,824 shares of Citigroup Inc. (MX:C) valued at $1,116,551 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 23, 2026 disclosing 10,325 shares of Citigroup Inc.. This represents a change in shares of -4.85% 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)
2026-05-04 2026-03-31 13F CITIGROUP COM 172967424 9,824 -501 -4.85 1,117 -7.54 0.0832
2026-01-23 2025-12-31 13F CITIGROUP COM 172967424 10,325 72 0.70 1,208 16.39 0.1932
2025-11-04 2025-09-30 13F CITIGROUP COM 172967424 10,253 -319 -3.02 1,037 15.22 0.1657
2025-08-05 2025-06-30 13F CITIGROUP COM 172967424 10,572 283 2.75 901 23.29 0.1671
2025-04-25 2025-03-31 13F CITIGROUP COM 172967424 10,289 -57 -0.55 730 0.27 0.1555
2025-01-17 2024-12-31 13F CITIGROUP COM 172967424 10,346 -150 -1.43 728 10.81 0.1535
2024-11-20 2024-09-30 13F CITIGROUP COM 172967424 10,496 0 0.00 657 -1.35 0.1400
2024-07-17 2024-06-30 13F CITIGROUP COM 172967424 10,496 -63 -0.60 666 -0.15 0.1525
2024-04-19 2024-03-31 13F CITIGROUP COM 172967424 10,559 -225 -2.09 668 20.40 0.1601
2024-01-12 2023-12-31 13F CITIGROUP COM 172967424 10,784 -250 -2.27 555 22.30 0.1418
2023-11-15 2023-09-30 13F CITIGROUP COM 172967424 11,034 50 0.46 454 -10.47 0.1307
2023-07-14 2023-06-30 13F CITIGROUP COM 172967424 10,984 0 0.00 506 -1.75 0.1429
2023-05-17 2023-03-31 13F CITIGROUP COM 172967424 10,984 -500 -4.35 515 1,807.41 0.1512
2023-01-31 2022-12-31 13F CITIGROUP COM 172967424 11,484 622 5.73 28 8.00 0.0688
2022-11-09 2022-09-30 13F CITIGROUP COM 172967424 10,862 -1,350 -11.05 25 -70.24 0.0608
2022-07-15 2022-06-30 13F CITIGROUP COM 172967424 12,212 600 5.17 84 0.00 0.1906
2022-04-25 2022-03-31 13F CITIGROUP COM 172967424 11,612 740 6.81 84 -26.32 0.1849
2022-02-15 2021-12-31 13F CITIGROUP COM 172967424 10,872 830 8.27 114 0.00 0.2610
2021-10-27 2021-09-30 13F CITIGROUP COM 172967424 10,042 1,207 13.66 114 0.88 0.2639
2021-07-28 2021-06-30 13F CITIGROUP COM 172967424 8,835 -500 -5.36 114 156.82 0.2636
2021-04-14 2021-03-31 13F CITIGROUP COM 172967424 9,335 -2,750 -22.76 44 -73.65 0.1169
2021-01-15 2020-12-31 13F CITIGROUP COM 172967424 12,085 -900 -6.93 167 5.03 0.4580
2020-10-14 2020-09-30 13F CITIGROUP COM 172967424 12,985 6,050 87.24 160 183.93 0.0727
2020-07-21 2020-06-30 13F CITIGROUP COM 172967424 6,935 -2,300 -24.91 57 115.38 0.0333
2020-04-16 2020-03-31 13F CITIGROUP COM 172967424 9,235 8,350 943.50 26 43,327.87 0.0181
2019-07-24 2019-06-30 13F CITIGROUP COM 172967424 885 0 0.00 0 -100.00 0.0001
2019-02-05 2018-12-31 13F CITIGROUP COM 172967424 885 0 0.00 46 -26.98 0.0169
2018-11-08 2018-09-30 13F CITIGROUP COM 172967424 885 0 0.00 64 6.78 0.0204
2018-08-13 2018-06-30 13F CITIGROUP COM 172967424 885 -39 -4.22 59 -4.84 0.0209
2018-04-16 2018-03-31 13F CITIGROUP COM 172967424 924 0 0.00 63 -8.82 0.0344
2018-02-15 2017-12-31 13F CITIGROUP COM 172967424 924 -10 -1.07 69 -2.86 0.0373
2017-11-13 2017-09-30 13F CITIGROUP COM 172967424 934 0 0.00 70 11.11 0.0425
2017-09-14 2017-06-30 13F/A-1 CITIGROUP COM 172967424 934 69 7.98 63 23.53 0.0412
2017-08-15 2017-06-30 13F CITIGROUP COM 172967424 934 69 63
2017-05-11 2017-03-31 13F CITIGROUP COM 172967424 865 600 226.42 52 240.00 0.0246
2017-05-11 2016-12-31 13F CITIGROUP COM 172967424 265 265 16 0.0108
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.