Perigon Wealth Management’s Citigroup C Stock Holding History

Perigon Wealth Management’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
2025 Q1	–	Hold	0	–	-$65.3K	–	1039
2024 Q4	–	Hold	0	–	–	–	1032
2021 Q4	–	Sell	-17,000	Closed	-$236K	–	583
2021 Q3	$236K	Buy	+17,000	New	+$1.19M	0.02%	473
2021 Q1	–	Sell	-2,000	Closed	-$54K	–	570
2020 Q4	$54K	Buy	+2,000	New	+$102K	0.01%	724

Other funds holding C

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Perigon Wealth Management's C Position: Q2 2026 in Review

Perigon Wealth Management increased its Citigroup (C) stake by 2% in Q2 2026, buying an estimated $225K and bringing the position to 88,631 shares worth $12.4M. The position accounts for 0.2% of the portfolio, ranked #105.

Perigon Wealth Management first reported a position in C in Q3 2014 and has held it in 46 quarters since. 2,634 funds tracked by Wall St. Rank hold C as of Q2 2026.

Perigon Wealth Management held 88,631 shares of Citigroup worth $12.4M as of Q2 2026.
Perigon Wealth Management bought 1,726 Citigroup shares in Q2 2026, an estimated $225K.
Citigroup made up 0.2% of Perigon Wealth Management's portfolio in Q2 2026, its #105 holding.
Perigon Wealth Management first reported a position in Citigroup in Q3 2014 and has held it in 46 quarters since.
2,634 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Perigon Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.