Perigon Wealth Management, LLC
Position in WBS — Webster Financial Corp
CIK 1575239
SAN FRANCISCO, CA
Position in WBS
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$632,528
+$58,009 QoQ
Shares Held
8,277
+0.0% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#285
of 536 holders
Holding Since
Dec 2023
8 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in WBS 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. WBS ranks #10 (2.7% 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.
|
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 WBS
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $632,528 | 8,277 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $574,519 | 8,276 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $519,255 | 8,250 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $545,302 | 9,174 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $237,400 | 4,348 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $214,396 | 4,159 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $227,285 | 4,116 | Shares | Sole | 2025-01-22 | |
| 2023-12-31 | $212,887 | 4,194 | Shares | Sole | 2024-01-29 | |
| No filing history on record for this holder in this stock. | ||||||