Perigon Wealth Management, LLC
- SEC CIK
- 0001575239
- Latest filing
- Aug 7, 2026
BMRC holding history
Bank of Marin Bancorp 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.
BMRC overviewAll 13F holders of BMRCFull Q2 2026 holdings
- Shares (Q2 2026)
- 60,887
- Value
- $1.69M
- % of portfolio
- <0.1%
- Quarters held
- 13
- Since Q2 2023
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 60,887 | $1.69M | <0.1% | −194−0.3% | Reduced | Holders |
| Q1 2026 | 61,081 | $1.57M | <0.1% | −218−0.4% | Reduced | Holders |
| Q4 2025 | 61,299 | $1.59M | <0.1% | −453−0.7% | Reduced | Holders |
| Q3 2025 | 61,752 | $1.50M | <0.1% | −540−0.9% | Reduced | Holders |
| Q2 2025 | 62,292 | $1.42M | <0.1% | −187−0.3% | Reduced | Holders |
| Q1 2025 | 62,479 | $1.38M | <0.1% | −35−0.1% | Reduced | Holders |
| Q4 2024 | 62,514 | $1.46M | <0.1% | −722−1.1% | Reduced | Holders |
| Q3 2024 | 63,236 | $1.27M | <0.1% | +100.0% | Added | Holders |
| Q2 2024 | 63,226 | $1.02M | <0.1% | +100.0% | Added | Holders |
| Q1 2024 | 63,216 | $1.06M | <0.1% | −789−1.2% | Reduced | Holders |
| Q4 2023 | 64,005 | $1.41M | <0.1% | +1,201+1.9% | Added | Holders |
| Q3 2023 | 62,804 | $1.15M | <0.1% | −1,198−1.9% | Reduced | Holders |
| Q2 2023 | 64,002 | $1.13M | <0.1% | +64,002 | New | Holders |