Perigon Wealth Management, LLC

Position in UBS — UBS Group AG

CIK 1575239 SAN FRANCISCO, CA

Position in UBS

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

Position Value

$399,850

+$77,523 QoQ

Shares Held

8,068

-2.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#442

of 758 holders

Holding Since

Dec 2020

14 quarters on record

Voting authority Sole 14% Shared 0% None 86%

Financial Services · as of Jun 30, 2026

Perigon Wealth Management, LLC holds $83,937,610 across 14 Banks - Diversified names. UBS ranks #9 (0.5% 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	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

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$399,850	8,068	-2.2%	Shares	Sole	2026-08-07
2026-03-31	$322,327	8,250	+9.3%	Shares	Sole	2026-04-10
2025-12-31	$349,686	7,551	+3.9%	Shares	Sole	2026-01-16
2025-09-30	$297,947	7,267	-7.2%	Shares	Sole	2025-10-17
2025-06-30	$264,844	7,831	-37.4%	Shares	Sole	2025-07-16
2025-03-31	$383,150	12,509	+5.1%	Shares	Sole	2025-04-23
2024-12-31	$361,020	11,907	+6.8%	Shares	Sole	2025-01-22
2024-09-30	$344,739	11,153	-27.0%	Shares	Sole	2024-10-16
2024-06-30	$451,371	15,280	-0.3%	Shares	Sole	2024-08-02
2024-03-31	$470,753	15,324	+6.3%	Shares	Sole	2024-04-29
2023-12-31	$445,423	14,415	-55.3%	Shares	Sole	2024-01-29
2023-09-30	$795,233	32,261	-16.7%	Shares	Sole	2023-10-30
2023-03-31	$826,156	38,714	+2447.0%	Shares	Sole	2023-05-03
2020-12-31	$21,477	1,520	—	Shares	Sole	2021-01-28
No filing history on record for this holder in this stock.