Position in SF
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$368,664
-$84,909 QoQ
Shares Held
5,284
-13.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#361
of 591 holders
Holding Since
Dec 2022
12 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in SF Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Perigon Wealth Management, LLC holds $49,160,750 across 16 Capital Markets names. SF ranks #10 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SCHW |
Schwab Charles Corp
|
149,554 | $13,799,347 | |
| 2 | GS |
Goldman Sachs Group Inc
|
10,160 | $10,275,519 | |
| 3 | MS |
Morgan Stanley
|
44,661 | $9,335,935 | |
| 4 | HUT |
Hut 8 Corp.
|
45,212 | $5,219,499 | |
| 5 | RIOT |
Riot Platforms, Inc.
|
124,858 | $3,418,612 | |
| 6 | CLSK |
Cleanspark, Inc.
|
184,857 | $2,689,669 | |
| 7 | WULF |
Terawulf Inc.
|
49,489 | $1,222,378 | |
| 8 | HOOD |
Robinhood Markets, Inc.
|
9,126 | $915,155 |
All Filings in SF
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $368,664 | 5,284 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $453,573 | 6,136 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $618,962 | 4,943 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $479,070 | 4,222 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $363,541 | 3,503 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $333,303 | 3,536 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $374,568 | 3,531 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $317,194 | 3,378 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $289,812 | 3,444 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $231,773 | 2,965 | Shares | Sole | 2024-04-29 | |
| 2023-03-31 | $211,069 | 3,572 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $274,864 | 4,709 | Shares | Sole | 2023-05-01 | |
| No filing history on record for this holder in this stock. | ||||||