Perigon Wealth Management
BLCR icon

Perigon Wealth Management’s BlackRock Large Cap Core ETF BLCR Stock Holding History

Perigon Wealth Management’s Portfolio BLCR Stock Details BLCR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$11.1M Buy
227,238
+98,816
+77% +$4.87M 0.17% 113
2026
Q2 		$6.47M Buy
128,422
+946
+0.7% +$45.5K 0.1% 191
2026
Q1 		$5.23M Buy
+127,476
New +$5.46M 0.1% 207

Other funds holding BLCR

JB Capital
JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Market Street Wealth Management Advisors
Market Street Wealth Management Advisors Indianapolis, Indiana $703M AUM 10.22% 1-Year Est. Return
Goldstein Advisors
Goldstein Advisors Madison, Wisconsin $1.13B AUM 16.75% 1-Year Est. Return
KWB Wealth
KWB Wealth Redlands, California $1.17B AUM 11.71% 1-Year Est. Return
Sharkey, Howes & Javer
Sharkey, Howes & Javer Denver, Colorado $830M AUM 12.73% 1-Year Est. Return
Stone House Investment Management
Stone House Investment Management Tunkhannock, Pennsylvania $768M AUM 12.07% 1-Year Est. Return
Beacon Financial Group
Beacon Financial Group Dallas, Texas $1.11B AUM 15.9% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Diversify Advisory Services
Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return

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

Perigon Wealth Management increased its BlackRock Large Cap Core ETF (BLCR) stake by 77% in Q3 2026, buying an estimated $4.87M and bringing the position to 227,238 shares worth $11.1M. The position accounts for 0.17% of the portfolio, ranked #113.

Perigon Wealth Management first reported a position in BLCR in Q1 2026 and has held it in 3 quarters since. 160 funds tracked by Wall St. Rank hold BLCR as of Q3 2026.

  • Perigon Wealth Management held 227,238 shares of BlackRock Large Cap Core ETF worth $11.1M as of Q3 2026.
  • Perigon Wealth Management bought 98,816 BlackRock Large Cap Core ETF shares in Q3 2026, an estimated $4.87M.
  • BlackRock Large Cap Core ETF made up 0.17% of Perigon Wealth Management's portfolio in Q3 2026, its #113 holding.
  • Perigon Wealth Management first reported a position in BlackRock Large Cap Core ETF in Q1 2026 and has held it in 3 quarters since.
  • 160 funds tracked by Wall St. Rank held BlackRock Large Cap Core ETF as of Q3 2026.

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