Perigon Wealth Management, LLC
Position in WFC — Wells Fargo & Company/Mn
CIK 1575239
SAN FRANCISCO, CA
Position in WFC
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$11,460,184
+$19,272 QoQ
Shares Held
138,676
-3.5% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.35%
of 13F equity value
Holder Rank
#476
of 2,853 holders
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 28%
Shared 0%
None 72%
Common Shares in WFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Perigon Wealth Management, LLC holds $83,937,610 across 14 Banks - Diversified names. WFC ranks #4 (13.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 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
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|
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 |
All Filings in WFC
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,460,184 | 138,676 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $11,440,912 | 143,712 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $13,778,594 | 147,839 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $12,276,025 | 146,457 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $10,774,457 | 134,479 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $10,516,373 | 146,488 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $13,850,414 | 197,187 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $10,919,912 | 193,307 | Shares | Sole | 2024-10-16 | |
| 2023-12-31 | $9,522,248 | 193,463 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $7,862,975 | 192,437 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $7,933,785 | 185,890 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $4,538,530 | 121,416 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $5,032,631 | 121,885 | Shares | Sole | 2023-05-01 | |
| 2022-09-30 | $4,209,183 | 104,654 | Shares | Sole | 2022-12-13 | |
| 2022-06-30 | $3,945,437 | 100,726 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $4,865,723 | 100,407 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $4,650,701 | 96,930 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $4,186,924 | 90,216 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $3,964,777 | 87,542 | Shares | Sole | 2021-07-19 | |
| 2021-03-31 | $3,348,259 | 85,699 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $1,542,620 | 51,114 | Shares | Sole | 2021-01-28 | |
| 2020-09-30 | $1,203,994 | 51,212 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $1,161,497 | 45,371 | Shares | Sole | 2020-07-29 | |
| 2020-03-31 | $1,115,970 | 38,884 | Shares | Sole | 2020-04-17 | |
| No filing history on record for this holder in this stock. | ||||||