Perpetual Ltd

Position in C — Citigroup Inc

CIK 1647273 SYDNEY, NEW SOUTH WALES, C3

Position in C

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$2,725,300

+$218,713 QoQ

Shares Held

19,472

-11.9% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#937

of 2,621 holders

Holding Since

Mar 2020

17 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Perpetual Ltd holds $17,754,249 across 5 Banks - Diversified names. C ranks #4 (15.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	20,652	$6,760,018
2	BAC	Bank Of America Corp /De/	82,716	$4,713,156
3	WFC	Wells Fargo & Company/Mn	36,649	$3,028,672
4	C	Citigroup Inc This page	19,472	$2,725,300
5	BNY	Bank of New York Mellon Corp	3,645	$527,103

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,725,300	19,472	-11.9%	Shares	Sole	2026-07-15
2026-03-31	$2,506,587	22,102	-5.4%	Shares	Sole	2026-04-14
2025-12-31	$2,726,110	23,362	+117.5%	Shares	Sole	2026-01-20
2025-09-30	$1,090,313	10,742	-43.6%	Shares	Sole	2025-10-10
2025-06-30	$1,620,769	19,041	-6.1%	Shares	Sole	2025-07-11
2025-03-31	$1,439,392	20,276	-1.1%	Shares	Sole	2025-04-24
2024-12-31	$1,442,924	20,499	-44.0%	Shares	Sole	2025-01-17
2024-09-30	$2,291,535	36,606	0.0%	Shares	Sole	2024-10-09
2024-06-30	$2,323,016	36,606	-24.4%	Shares	Sole	2024-07-30
2024-03-31	$3,063,977	48,450	+13.0%	Shares	Sole	2024-04-16
2023-12-31	$2,206,363	42,892	-12.0%	Shares	Sole	2024-02-15
2023-09-30	$2,004,100	48,726	-8.8%	Shares	Sole	2023-10-10
2023-06-30	$2,459,962	53,431	+11.2%	Shares	Sole	2023-07-13
2023-03-31	$2,252,688	48,042	-16.9%	Shares	Sole	2023-05-08
2020-09-30	$2,492,663	57,821	-27.6%	Shares	Sole	2020-12-08
2020-06-30	$4,082,072	79,884	+121.5%	Shares	Sole	2020-12-08
2020-03-31	$1,519,352	36,072	—	Shares	Sole	2020-12-08
No filing history on record for this holder in this stock.