Perigon Wealth Management, LLC

SEC CIK: 0001575239
Latest filing: Aug 7, 2026

SEC filings (opens in a new tab)

SYF holding history

Synchrony Financial 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.

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

Shares (Q2 2026): 3,419
Value: $260.0K
% of portfolio: <0.1%
Quarters held: 4; Since Q3 2025

Holdings of SYF by Perigon Wealth Management, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	3,419	$260.0K	<0.1%	+216+6.7%	Added	Holders
Q1 2026	3,203	$217.9K	<0.1%	−41−1.3%	Reduced	Holders
Q4 2025	3,244	$270.6K	<0.1%	+289+9.8%	Added	Holders
Q3 2025	2,955	$210.0K	<0.1%	+2,955	New	Holders