Perigon Wealth Management, LLC

SEC CIK: 0001575239
Latest filing: Aug 7, 2026

SEC filings (opens in a new tab)

WFC holding history

Wells Fargo & Company 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.

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

Shares (Q2 2026): 138,676
Value: $11.5M
% of portfolio: 0.2%
Quarters held: 20; Since Q1 2021

Holdings of WFC by Perigon Wealth Management, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	138,676	$11.5M	0.2%	−5,036−3.5%	Reduced	Holders
Q1 2026	143,712	$11.4M	0.2%	−4,127−2.8%	Reduced	Holders
Q4 2025	147,839	$13.8M	0.2%	+1,382+0.9%	Added	Holders
Q3 2025	146,457	$12.3M	0.3%	+11,978+8.9%	Added	Holders
Q2 2025	134,479	$10.8M	0.3%	−12,009−8.2%	Reduced	Holders
Q1 2025	146,488	$10.5M	0.3%	−50,699−25.7%	Reduced	Holders
Q4 2024	197,187	$15.0M	0.4%	+3,880+2.0%	Added	Holders
Q3 2024	193,307	$10.9M	0.3%	+193,307	New	Holders
Q1 2024	0	$0	0.0%	−193,463−100.0%	Sold out	Holders
Q4 2023	193,463	$9.52M	0.3%	+1,026+0.5%	Added	Holders
Q3 2023	192,437	$7.86M	0.3%	+6,547+3.5%	Added	Holders
Q2 2023	185,890	$7.93M	0.3%	+64,474+53.1%	Added	Holders
Q1 2023	121,416	$4.54M	0.3%	−469−0.4%	Reduced	Holders
Q4 2022	121,885	$5.03M	0.3%	+17,231+16.5%	Added	Holders
Q3 2022	104,654	$4.21M	0.4%	+3,928+3.9%	Added	Holders
Q2 2022	100,726	$3.94M	0.3%	+319+0.3%	Added	Holders
Q1 2022	100,407	$4.87M	0.3%	+3,477+3.6%	Added	Holders
Q4 2021	96,930	$4.65M	0.3%	+6,714+7.4%	Added	Holders
Q3 2021	90,216	$4.19M	0.4%	+2,674+3.1%	Added	Holders
Q2 2021	87,542	$3.96M	0.4%	+1,843+2.2%	Added	Holders
Q1 2021	85,699	$3.35M	0.3%	–	–	Holders

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