Perigon Wealth Management, LLC

SEC CIK: 0001575239
Latest filing: Aug 7, 2026

SEC filings (opens in a new tab)

SMFG holding history

Sumitomo Mitsui Financial Group, 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.

SMFG overview All 13F holders of SMFG Full Q2 2026 holdings

Shares (Q2 2026): 11,218
Value: $264.5K
% of portfolio: <0.1%
Quarters held: 2; Since Q2 2024

Holdings of SMFG by Perigon Wealth Management, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	11,218	$264.5K	<0.1%	+11,218	New	Holders
Q3 2024	0	$0	0.0%	−10,679−100.0%	Sold out	Holders
Q2 2024	10,679	$143.2K	<0.1%	+10,679	New	Holders