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Livermore
Livermore
ZHEN

Perigon Wealth Management, LLC

SEC CIK
0001575239
Latest filing
Aug 7, 2026

KEY holding history

Keycorp 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.

KEY overviewAll 13F holders of KEYFull Q2 2026 holdings

Shares (Q2 2026)
9,316
Value
$214.7K
% of portfolio
<0.1%
Quarters held
19
Since Q1 2021
Holdings of KEY by Perigon Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20269,316$214.7K<0.1%+9,316NewHolders
Q3 20250$00.0%−19,125−100.0%Sold outHolders
Q2 202519,125$333.2K<0.1%+1,047+5.8%AddedHolders
Q1 202518,078$289.1K<0.1%−2,091−10.4%ReducedHolders
Q4 202420,169$359.8K<0.1%+2,005+11.0%AddedHolders
Q3 202418,164$304.2K<0.1%−740−3.9%ReducedHolders
Q2 202418,904$268.6K<0.1%+3,361+21.6%AddedHolders
Q1 202415,543$245.7K<0.1%+2,492+19.1%AddedHolders
Q4 202313,051$187.9K<0.1%−4,151−24.1%ReducedHolders
Q3 202317,202$185.1K<0.1%−2,962−14.7%ReducedHolders
Q2 202320,164$186.3K<0.1%−6,784−25.2%ReducedHolders
Q1 202326,948$337.4K<0.1%−2,968−9.9%ReducedHolders
Q4 202229,916$521.1K<0.1%+3,142+11.7%AddedHolders
Q3 202226,774$429.0K<0.1%−787−2.9%ReducedHolders
Q2 202227,561$475.0K<0.1%+4,056+17.3%AddedHolders
Q1 202223,505$526.0K<0.1%+1,163+5.2%AddedHolders
Q4 202122,342$517.0K<0.1%+1,584+7.6%AddedHolders
Q3 202120,758$449.0K<0.1%+3,658+21.4%AddedHolders
Q2 202117,100$353.0K<0.1%−612−3.5%ReducedHolders
Q1 202117,712$354.0K<0.1%––Holders

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