PWM
AL

Perigon Wealth Management’s Air Lease Corp AL Stock Holding History

Perigon Wealth Management’s Portfolio AL Stock Details AL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-4,711
Closed -$300K – 1309
2025
Q3 		$300K Buy
+4,711
New +$281K 0.01% 962

Other funds holding AL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $10.2B AUM 67.73% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
UOC
UBS O'Connor Chicago, Illinois $3.76B AUM 62.41% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Perigon Wealth Management's AL Position: Q4 2025 in Review

Perigon Wealth Management sold out of Air Lease Corp (AL) in Q4 2025, closing a stake of 4,711 shares — an estimated $300K sold.

Perigon Wealth Management first reported a position in AL in Q3 2025 and held it in 1 quarter. The position peaked at $300K in Q3 2025. 464 funds tracked by Wall St. Rank hold AL as of Q4 2025.

  • Perigon Wealth Management reported no remaining Air Lease Corp position as of Q4 2025 after selling out during the quarter.
  • Perigon Wealth Management sold 4,711 Air Lease Corp shares in Q4 2025, an estimated $300K.
  • Perigon Wealth Management first reported a position in Air Lease Corp in Q3 2025 and held it in 1 quarter.
  • Perigon Wealth Management's Air Lease Corp position peaked at $300K in Q3 2025.
  • 464 funds tracked by Wall St. Rank held Air Lease Corp as of Q4 2025.

Based on Perigon Wealth Management's 13F filing for Q4 2025, filed 16 Jan 2026.