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
Q2 		$364K Hold
14,487
– – 0.01% 1026
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 $302B AUM 26.44% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
DI
DDFG Inc Thousand Oaks, California $504M AUM 18.61% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
FAT
First American Trust Santa Ana, California $1.66B AUM 25.23% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
PS
Planned Solutions Folsom, California $349M AUM 23.38% 1-Year Est. Return

Perigon Wealth Management's CAM Position: Q2 2026 in Review

Perigon Wealth Management held its AB California Intermediate Municipal ETF (CAM) position steady in Q2 2026 at 14,487 shares worth $364K. The position accounts for 0.01% of the portfolio, ranked #1026.

Perigon Wealth Management first reported a position in CAM in Q4 2025 and has held it in 3 quarters since. 50 funds tracked by Wall St. Rank hold CAM as of Q2 2026.

  • Perigon Wealth Management held 14,487 shares of AB California Intermediate Municipal ETF worth $364K as of Q2 2026.
  • Perigon Wealth Management left its AB California Intermediate Municipal ETF share count unchanged in Q2 2026.
  • AB California Intermediate Municipal ETF made up 0.01% of Perigon Wealth Management's portfolio in Q2 2026, its #1026 holding.
  • Perigon Wealth Management first reported a position in AB California Intermediate Municipal ETF in Q4 2025 and has held it in 3 quarters since.
  • 50 funds tracked by Wall St. Rank held AB California Intermediate Municipal ETF as of Q2 2026.

Based on Perigon Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.