Perigon Wealth Management, LLC
Position in WTFC — Wintrust Financial Corp
CIK 1575239
SAN FRANCISCO, CA
Position in WTFC
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$324,493
+$65,370 QoQ
Shares Held
2,019
+8.3% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#383
of 592 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 4%
Shared 0%
None 96%
Common Shares in WTFC 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. WTFC ranks #17 (1.4% 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 WTFC
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $324,493 | 2,019 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $259,123 | 1,865 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $227,207 | 1,625 | Shares | Sole | 2026-01-16 | |
| No filing history on record for this holder in this stock. | ||||||