Perennial Investment Advisors, LLC

Position in C — Citigroup Inc

CIK 1801523 Los Angeles, CA

Position in C

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$699,240

+$112,797 QoQ

Shares Held

4,996

-3.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

#1,536

of 2,621 holders

Holding Since

Dec 2020

20 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Perennial Investment Advisors, LLC holds $6,661,994 across 4 Banks - Diversified names. C ranks #4 (10.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	10,630	$3,479,517
2	BAC	Bank Of America Corp /De/	26,071	$1,485,525
3	WFC	Wells Fargo & Company/Mn	12,073	$997,712
4	C	Citigroup Inc This page	4,996	$699,240

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$699,240	4,996	-3.4%	Shares	Sole	2026-08-14
2026-03-31	$586,443	5,171	+5.7%	Shares	Sole	2026-05-15
2025-12-31	$571,080	4,894	+1.2%	Shares	Sole	2026-02-17
2025-09-30	$490,955	4,837	-13.4%	Shares	Sole	2025-11-12
2025-06-30	$475,565	5,587	-1.9%	Shares	Sole	2025-08-11
2025-03-31	$404,359	5,696	+0.6%	Shares	Sole	2025-05-15
2024-12-31	$398,688	5,664	-0.7%	Shares	Sole	2025-02-13
2024-09-30	$357,133	5,705	-5.8%	Shares	Sole	2024-11-14
2024-06-30	$384,186	6,054	-0.5%	Shares	Sole	2024-08-09
2024-03-31	$384,815	6,085	-0.4%	Shares	Sole	2024-05-14
2023-12-31	$314,298	6,110	+9.9%	Shares	Sole	2024-02-14
2023-09-30	$228,723	5,561	+15.3%	Shares	Sole	2023-11-14
2023-06-30	$222,050	4,823	+0.1%	Shares	Sole	2023-08-14
2023-03-31	$226,009	4,820	-1.9%	Shares	Sole	2023-05-12
2022-12-31	$222,124	4,911	-0.4%	Shares	Sole	2023-02-10
2022-09-30	$205,516	4,932	+9.4%	Shares	Sole	2022-11-09
2022-06-30	$207,322	4,508	+42.7%	Shares	Sole	2022-08-10
2021-06-30	$223,499	3,159	-9.9%	Shares	Sole	2021-07-29
2021-03-31	$255,061	3,506	-10.7%	Shares	Sole	2021-04-29
2020-12-31	$242,015	3,925	—	Shares	Sole	2021-01-22
No filing history on record for this holder in this stock.