Perigon Wealth Management, LLC
- SEC CIK
- 0001575239
- Latest filing
- Aug 7, 2026
FFIN holding history
First Financial Bankshares Inc 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.
FFIN overviewAll 13F holders of FFINFull Q2 2026 holdings
- Shares (Q2 2026)
- 9,334
- Value
- $323.0K
- % of portfolio
- <0.1%
- Quarters held
- 12
- Since Q2 2023
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 9,334 | $323.0K | <0.1% | +9,334 | New | Holders |
| Q1 2026 | 0 | $0 | 0.0% | −9,257−100.0% | Sold out | Holders |
| Q4 2025 | 9,257 | $276.5K | <0.1% | +133+1.5% | Added | Holders |
| Q3 2025 | 9,124 | $307.0K | <0.1% | −61−0.7% | Reduced | Holders |
| Q2 2025 | 9,185 | $330.5K | <0.1% | +25+0.3% | Added | Holders |
| Q1 2025 | 9,160 | $329.0K | <0.1% | −60−0.7% | Reduced | Holders |
| Q4 2024 | 9,220 | $339.2K | <0.1% | +119+1.3% | Added | Holders |
| Q3 2024 | 9,101 | $336.8K | <0.1% | +15+0.2% | Added | Holders |
| Q2 2024 | 9,086 | $268.3K | <0.1% | +15+0.2% | Added | Holders |
| Q1 2024 | 9,071 | $297.6K | <0.1% | −9−0.1% | Reduced | Holders |
| Q4 2023 | 9,080 | $275.1K | <0.1% | +80+0.9% | Added | Holders |
| Q3 2023 | 9,000 | $226.1K | <0.1% | −67−0.7% | Reduced | Holders |
| Q2 2023 | 9,067 | $258.3K | <0.1% | +9,067 | New | Holders |