Perigon Wealth Management, LLC
Position in FDS — Factset Research Systems Inc
CIK 1575239
SAN FRANCISCO, CA
Position in FDS
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$415,754
+$109,365 QoQ
Shares Held
1,807
+28.0% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#414
of 762 holders
Holding Since
Dec 2020
15 quarters on record
Voting authority
Sole 5%
Shared 0%
None 95%
Common Shares in FDS Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026Perigon Wealth Management, LLC holds $39,450,943 across 9 Financial Data & Stock Exchanges names. FDS ranks #7 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCO |
Moodys Corp /De/
|
46,339 | $20,987,859 | |
| 2 | CME |
Cme Group Inc.
|
42,609 | $9,409,345 | |
| 3 | ICE |
Intercontinental Exchange, Inc.
|
34,594 | $4,258,867 | |
| 4 | SPGI |
S&P Global Inc.
|
4,929 | $1,899,053 | |
| 5 | COIN |
Coinbase Global, Inc.
|
9,542 | $1,394,944 | |
| 6 | MSCI |
MSCI Inc.
|
760 | $425,630 | |
| 7 | FDS |
Factset Research Systems Inc
This page
|
1,807 | $415,754 | |
| 8 | CBOE |
Cboe Global Markets, Inc.
|
1,562 | $379,050 |
All Filings in FDS
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $415,754 | 1,807 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $306,389 | 1,412 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $514,797 | 1,774 | Shares | Sole | 2026-01-16 | |
| 2025-06-30 | $298,783 | 668 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $281,422 | 619 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $288,648 | 601 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $334,310 | 727 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $303,344 | 743 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $304,895 | 671 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $309,605 | 649 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $267,165 | 611 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $241,992 | 604 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $229,544 | 553 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $225,881 | 563 | Shares | Sole | 2023-05-01 | |
| 2020-12-31 | $128,012 | 385 | Shares | Sole | 2021-01-28 | |
| No filing history on record for this holder in this stock. | ||||||