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Perennial Investment Advisors’s Citigroup C Stock Holding History

Perennial Investment Advisors’s Portfolio C Stock Details C Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$699K Sell
4,996
-175
-3% -$22.8K 0.05% 271
2026
Q1 		$587K Buy
5,171
+277
+6% +$31.5K 0.05% 271
2025
Q4 		$571K Buy
4,894
+57
+1% +$5.92K 0.05% 264
2025
Q3 		$491K Sell
4,837
-750
-13% -$71.2K 0.04% 274
2025
Q2 		$476K Sell
5,587
-109
-2% -$7.88K 0.05% 265
2025
Q1 		$404K Buy
5,696
+32
+0.6% +$2.44K 0.05% 262
2024
Q4 		$399K Sell
5,664
-41
-0.7% -$2.76K 0.05% 252
2024
Q3 		$357K Sell
5,705
-349
-6% -$21.6K 0.05% 260
2024
Q2 		$384K Sell
6,054
-31
-0.5% -$1.91K 0.05% 237
2024
Q1 		$385K Sell
6,085
-25
-0.4% -$1.39K 0.06% 216
2023
Q4 		$314K Buy
6,110
+549
+10% +$24.3K 0.05% 237
2023
Q3 		$229K Buy
5,561
+738
+15% +$32.4K 0.04% 284
2023
Q2 		$222K Buy
4,823
+3
+0.1% +$141 0.04% 302
2023
Q1 		$226K Sell
4,820
-91
-2% -$4.47K 0.04% 290
2022
Q4 		$222K Sell
4,911
-21
-0.4% -$954 0.09% 189
2022
Q3 		$206K Buy
4,932
+424
+9% +$20.9K 0.09% 179
2022
Q2 		$210K Buy
+4,508
New +$226K 0.08% 177
2021
Q3 		– Sell
-3,159
Closed -$224K – 221
2021
Q2 		$224K Sell
3,159
-347
-10% -$25.7K 0.08% 187
2021
Q1 		$255K Sell
3,506
-419
-11% -$28K 0.1% 156
2020
Q4 		$242K Buy
+3,925
New +$200K 0.1% 139

Other funds holding C

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Perennial Investment Advisors's C Position: Q2 2026 in Review

Perennial Investment Advisors reduced its Citigroup (C) stake by 3.4% in Q2 2026, selling an estimated $22.8K and leaving 4,996 shares worth $699K. The position accounts for 0.05% of the portfolio, ranked #271.

Perennial Investment Advisors first reported a position in C in Q4 2020 and has held it in 20 quarters since. 2,625 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Perennial Investment Advisors held 4,996 shares of Citigroup worth $699K as of Q2 2026.
  • Perennial Investment Advisors sold 175 Citigroup shares in Q2 2026, an estimated $22.8K.
  • Citigroup made up 0.05% of Perennial Investment Advisors's portfolio in Q2 2026, its #271 holding.
  • Perennial Investment Advisors first reported a position in Citigroup in Q4 2020 and has held it in 20 quarters since.
  • 2,625 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Perennial Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.