Perigon Wealth Management, LLC
- SEC CIK
- 0001575239
- Latest filing
- Aug 7, 2026
PFS holding history
Provident Financial Services 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.
PFS overviewAll 13F holders of PFSFull Q2 2026 holdings
- Shares (Q2 2026)
- 14,461
- Value
- $341.9K
- % of portfolio
- <0.1%
- Quarters held
- 9
- Since Q2 2024
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 14,461 | $341.9K | <0.1% | −10.0% | Reduced | Holders |
| Q1 2026 | 14,462 | $306.0K | <0.1% | 00.0% | Unchanged | Holders |
| Q4 2025 | 14,462 | $285.6K | <0.1% | +909+6.7% | Added | Holders |
| Q3 2025 | 13,553 | $261.3K | <0.1% | 00.0% | Unchanged | Holders |
| Q2 2025 | 13,553 | $237.6K | <0.1% | −10−0.1% | Reduced | Holders |
| Q1 2025 | 13,563 | $232.9K | <0.1% | −24−0.2% | Reduced | Holders |
| Q4 2024 | 13,587 | $261.4K | <0.1% | +24+0.2% | Added | Holders |
| Q3 2024 | 13,563 | $251.7K | <0.1% | −33−0.2% | Reduced | Holders |
| Q2 2024 | 13,596 | $195.1K | <0.1% | +13,596 | New | Holders |