Perigon Wealth Management, LLC
Position in PNC — Pnc Financial Services Group, Inc.
CIK 1575239
SAN FRANCISCO, CA
Position in PNC
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$2,488,545
+$414,721 QoQ
Shares Held
10,107
+1.4% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#671
of 1,995 holders
Holding Since
Dec 2020
19 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in PNC Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Perigon Wealth Management, LLC holds $23,435,476 across 32 Banks - Regional names. PNC ranks #3 (10.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RF |
Regions Financial Corp
|
105,629 | $3,189,995 | |
| 2 | FITB |
Fifth Third Bancorp
|
55,876 | $3,149,730 | |
| 3 | PNC |
Pnc Financial Services Group, Inc.
This page
|
10,107 | $2,488,545 | |
| 4 | ZION |
Zions Bancorporation, National Association /Ut/
|
25,118 | $1,737,914 | |
| 5 | BMRC |
Bank of Marin Bancorp
|
60,887 | $1,686,569 | |
| 6 | USB |
US Bancorp De
|
23,174 | $1,399,709 | |
| 7 | BOH |
Bank Of Hawaii Corp
|
16,090 | $1,311,174 | |
| 8 | TFC |
Truist Financial Corp
|
16,075 | $800,856 |
All Filings in PNC
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,488,545 | 10,107 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $2,073,824 | 9,966 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $2,276,409 | 10,906 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $2,375,997 | 11,825 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $1,691,761 | 9,075 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $1,498,615 | 8,526 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $1,686,858 | 8,747 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $1,078,599 | 5,835 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $903,649 | 5,812 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $977,841 | 6,051 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $942,881 | 6,089 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $747,178 | 6,086 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $709,980 | 5,637 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $740,230 | 5,824 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $915,894 | 5,799 | Shares | Sole | 2023-05-01 | |
| 2022-09-30 | $276,875 | 1,853 | Shares | Sole | 2022-12-13 | |
| 2022-06-30 | $252,747 | 1,602 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $233,882 | 1,268 | Shares | Sole | 2022-05-16 | |
| 2020-12-31 | $66,007 | 443 | Shares | Sole | 2021-01-28 | |
| No filing history on record for this holder in this stock. | ||||||