Perennial Investment Advisors, LLC quarter change: USA Preferred Shares, Added
In preferred shares (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, Perennial Investment Advisors, LLC opened 0 positions, added to 1, reduced 0, sold out of 0 and left 0 unchanged. The largest increase in value was FPE (+$136,489); the largest decrease was FPE (+$136,489).
- FPE: Country of operation —; Class PFD SECS INC ETF; Shares 2026-03-31 106,477; Shares 2026-06-30 113,337.
Two Form 13F-HR filings compared (SEC CIK 1801523): 2026-03-31 (filed 2026-05-15) and 2026-06-30 (filed 2026-08-14). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| TOMPKINS FINANCIAL CORP | United States | $1.256B | 746 |
| Dorsey Asset Management, LLC | United States | $1.256B | 11 |
| Dundas Partners LLP | United Kingdom | $1.254B | 49 |
| Teewinot Capital Advisers, L.L.C. | United States | $1.254B | 33 |
| Harvey Partners, LLC | United States | $1.257B | 47 |
| United Asset Strategies, Inc. | United States | $1.257B | 257 |
| NIXON PEABODY TRUST CO | United States | $1.258B | 161 |
| Tweedy, Browne Co LLC | United States | $1.259B | 93 |
| Bangor Savings Bank | United States | $1.251B | 711 |
| CARDIFF PARK ADVISORS, LLC | United States | $1.250B | 373 |