PWM
CAM

Perigon Wealth Management’s AB California Intermediate Municipal ETF CAM Stock Holding History

Perigon Wealth Management’s Portfolio CAM Stock Details CAM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$362K Hold
14,487
– – 0.01% 947
2025
Q4 		$364K Buy
+14,487
New +$364K 0.01% 943

Other funds holding CAM

AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
DI
DDFG Inc Thousand Oaks, California $464M AUM 16.56% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
GSWM
Golden State Wealth Management Santa Ana, California $915M AUM 19.16% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
FAT
First American Trust Santa Ana, California $1.49B AUM 21.98% 1-Year Est. Return

Perigon Wealth Management's CAM Position: Q1 2026 in Review

Perigon Wealth Management held its AB California Intermediate Municipal ETF (CAM) position steady in Q1 2026 at 14,487 shares worth $362K. The position accounts for 0.01% of the portfolio, ranked #947.

Perigon Wealth Management first reported a position in CAM in Q4 2025 and has held it in 2 quarters since. The position peaked at $364K in Q4 2025. 48 funds tracked by Wall St. Rank hold CAM as of Q1 2026.

  • Perigon Wealth Management held 14,487 shares of AB California Intermediate Municipal ETF worth $362K as of Q1 2026.
  • Perigon Wealth Management left its AB California Intermediate Municipal ETF share count unchanged in Q1 2026.
  • AB California Intermediate Municipal ETF made up 0.01% of Perigon Wealth Management's portfolio in Q1 2026, its #947 holding.
  • Perigon Wealth Management first reported a position in AB California Intermediate Municipal ETF in Q4 2025 and has held it in 2 quarters since.
  • Perigon Wealth Management's AB California Intermediate Municipal ETF position peaked at $364K in Q4 2025.
  • 48 funds tracked by Wall St. Rank held AB California Intermediate Municipal ETF as of Q1 2026.

Based on Perigon Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.