Perigon Wealth Management
ARKB icon

Perigon Wealth Management’s ARK 21Shares Bitcoin ETF ARKB Stock Holding History

Perigon Wealth Management’s Portfolio ARKB Stock Details ARKB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$449K Hold
16,227
– – 0.01% 953
2026
Q2 		$316K Hold
16,227
– – 0.01% 1088
2026
Q1 		$365K Hold
16,227
– – 0.01% 943
2025
Q4 		$471K Buy
16,227
+180
+1% +$5.98K 0.01% 828
2025
Q3 		$610K Hold
16,047
– – 0.01% 669
2025
Q2 		$574K Buy
16,047
+2,169
+16% +$71.1K 0.01% 634
2025
Q1 		$380K Buy
13,878
+3,282
+31% +$102K 0.01% 724
2024
Q4 		$354K Hold
10,596
– – 0.01% 761
2024
Q3 		$224K Buy
+10,596
New +$215K 0.01% 896

Other funds holding ARKB

Cyndeo Wealth Partners
Cyndeo Wealth Partners St. Petersburg, Florida $2.21B AUM 17.29% 1-Year Est. Return
Titleist Asset Management
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
State of Michigan Retirement System
State of Michigan Retirement System Lansing, Michigan $22.6B AUM 32.98% 1-Year Est. Return
Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return
Meitav Investment House
Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return
Partners Wealth Management
Partners Wealth Management Carmel By The Sea, California $961M AUM 24.89% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
Wealthcare Advisory Partners
Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return
Freedom Financial Partners
Freedom Financial Partners Oakdale, Minnesota $305M AUM 12.88% 1-Year Est. Return
HBW Advisory Services
HBW Advisory Services Simi Valley, California $1.01B AUM 17.08% 1-Year Est. Return

Perigon Wealth Management's ARKB Position: Q3 2026 in Review

Perigon Wealth Management held its ARK 21Shares Bitcoin ETF (ARKB) position steady in Q3 2026 at 16,227 shares worth $449K. The position accounts for 0.01% of the portfolio, ranked #953.

Perigon Wealth Management first reported a position in ARKB in Q3 2024 and has held it in 9 quarters since. The position peaked at $610K in Q3 2025. 50 funds tracked by Wall St. Rank hold ARKB as of Q3 2026.

  • Perigon Wealth Management held 16,227 shares of ARK 21Shares Bitcoin ETF worth $449K as of Q3 2026.
  • Perigon Wealth Management left its ARK 21Shares Bitcoin ETF share count unchanged in Q3 2026.
  • ARK 21Shares Bitcoin ETF made up 0.01% of Perigon Wealth Management's portfolio in Q3 2026, its #953 holding.
  • Perigon Wealth Management first reported a position in ARK 21Shares Bitcoin ETF in Q3 2024 and has held it in 9 quarters since.
  • Perigon Wealth Management's ARK 21Shares Bitcoin ETF position peaked at $610K in Q3 2025.
  • 50 funds tracked by Wall St. Rank held ARK 21Shares Bitcoin ETF as of Q3 2026.

Based on Perigon Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.