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Livermore
Livermore
ZHEN

Perigon Wealth Management, LLC

SEC CIK
0001575239
Latest filing
Aug 7, 2026

BAC holding history

Bank of America Corp in every 13F filed by Perigon Wealth Management, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

BAC overviewAll 13F holders of BACFull Q2 2026 holdings

Shares (Q2 2026)
206,934
Value
$11.8M
% of portfolio
0.2%
Quarters held
22
Since Q1 2021
Holdings of BAC by Perigon Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026206,934$11.8M0.2%+476+0.2%AddedHolders
Q1 2026206,458$10.1M0.2%+5,551+2.8%AddedHolders
Q4 2025200,907$11.0M0.2%+4,700+2.4%AddedHolders
Q3 2025196,207$10.1M0.2%−65,116−24.9%ReducedHolders
Q2 2025261,323$12.4M0.3%+5,894+2.3%AddedHolders
Q1 2025255,429$10.7M0.3%−3,489−1.3%ReducedHolders
Q4 2024258,918$12.1M0.3%+66,466+34.5%AddedHolders
Q3 2024192,452$7.64M0.2%+3,158+1.7%AddedHolders
Q2 2024189,294$7.53M0.2%+2,874+1.5%AddedHolders
Q1 2024186,420$7.07M0.2%−40,163−17.7%ReducedHolders
Q4 2023226,583$7.63M0.2%+4,795+2.2%AddedHolders
Q3 2023221,788$6.07M0.2%+13,883+6.7%AddedHolders
Q2 2023207,905$5.96M0.2%+101,784+95.9%AddedHolders
Q1 2023106,121$3.04M0.2%−2,010−1.9%ReducedHolders
Q4 2022108,131$3.58M0.2%+14,325+15.3%AddedHolders
Q3 202293,806$2.83M0.2%+4,058+4.5%AddedHolders
Q2 202289,748$2.79M0.2%+5,889+7.0%AddedHolders
Q1 202283,859$3.46M0.2%+5,192+6.6%AddedHolders
Q4 202178,667$3.50M0.3%+10,008+14.6%AddedHolders
Q3 202168,659$2.92M0.3%−3,609−5.0%ReducedHolders
Q2 202172,268$2.98M0.3%−2,169−2.9%ReducedHolders
Q1 202174,437$2.88M0.3%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.