Perigon Wealth Management, LLC

Position in BNY — Bank of New York Mellon Corp

CIK 1575239 SAN FRANCISCO, CA

Position in BNY

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$1,305,972

+$278,162 QoQ

Shares Held

9,031

+4.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#838

of 1,868 holders

Holding Since

Dec 2020

15 quarters on record

Voting authority Sole 5% Shared 0% None 95%

Financial Services · as of Jun 30, 2026

Perigon Wealth Management, LLC holds $83,937,610 across 14 Banks - Diversified names. BNY ranks #5 (1.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	132,182	$43,267,134
2	C	Citigroup Inc	88,631	$12,404,794
3	BAC	Bank Of America Corp /De/	206,934	$11,791,099
4	WFC	Wells Fargo & Company/Mn	138,676	$11,460,184
5	BNY	Bank of New York Mellon Corp This page	9,031	$1,305,972
6	HSBC	Hsbc Holdings PLC	8,494	$807,694
7	RY	Royal Bank Of Canada	2,702	$559,232
8	BBVA	Banco Bilbao Vizcaya Argentaria, S.A.	20,926	$524,405

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,305,972	9,031	+4.2%	Shares	Sole	2026-08-07
2026-03-31	$1,027,810	8,664	-2.1%	Shares	Sole	2026-04-10
2025-12-31	$1,026,932	8,846	+4.0%	Shares	Sole	2026-01-16
2025-09-30	$927,031	8,508	+17.6%	Shares	Sole	2025-10-17
2025-06-30	$659,089	7,234	+7.3%	Shares	Sole	2025-07-16
2025-03-31	$565,367	6,741	+5.8%	Shares	Sole	2025-04-23
2024-12-31	$489,330	6,369	+7.3%	Shares	Sole	2025-01-22
2024-09-30	$426,704	5,938	-1.7%	Shares	Sole	2024-10-16
2024-06-30	$361,675	6,039	+2.9%	Shares	Sole	2024-08-02
2024-03-31	$338,171	5,869	+11.0%	Shares	Sole	2024-04-29
2023-12-31	$275,136	5,286	-4.6%	Shares	Sole	2024-01-29
2023-09-30	$236,408	5,543	-14.5%	Shares	Sole	2023-10-30
2023-03-31	$294,542	6,482	+5.3%	Shares	Sole	2023-05-03
2022-12-31	$280,221	6,156	+480.2%	Shares	Sole	2023-05-01
2020-12-31	$45,028	1,061	—	Shares	Sole	2021-01-28
No filing history on record for this holder in this stock.