Perigon Wealth Management’s Invesco DB Commodity Index Tracking Fund DBC Stock Holding History

Perigon Wealth Management’s Portfolio DBC Stock Details DBC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$530K	Buy	19,874 +2,320	+13%	+$68.3K	0.01%	870
2026 Q1	$508K	Buy	+17,554	New	+$446K	0.01%	802
2024 Q1	–	Sell	-10,423	Closed	-$230K	–	859
2023 Q4	$230K	Sell	10,423 -11,835	-53%	-$283K	0.01%	751
2023 Q3	$556K	Buy	22,258 +577	+3%	+$14.1K	0.02%	423
2023 Q2	$492K	Buy	+21,681	New	+$503K	0.02%	457
2016 Q2	–	Sell	-1,690	Closed	-$18K	–	449
2016 Q1	$18K	Buy	+1,690	New	+$21.6K	0.01%	230

Other funds holding DBC

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Mizuho Bank Tokyo, Japan $467M AUM 24.01% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

HighVista Strategies Boston, Massachusetts $439M AUM 289.78% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

PWM

Palumbo Wealth Management Great Neck, New York $478M AUM 50.95% 1-Year Est. Return

Man Group London, United Kingdom $62.7B AUM 29.77% 1-Year Est. Return

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

Perigon Wealth Management increased its Invesco DB Commodity Index Tracking Fund (DBC) stake by 13% in Q2 2026, buying an estimated $68.3K and bringing the position to 19,874 shares worth $530K. The position accounts for 0.01% of the portfolio, ranked #870.

Perigon Wealth Management first reported a position in DBC in Q1 2016 and has held it in 6 quarters since. The position peaked at $556K in Q3 2023. 219 funds tracked by Wall St. Rank hold DBC as of Q2 2026.

Perigon Wealth Management held 19,874 shares of Invesco DB Commodity Index Tracking Fund worth $530K as of Q2 2026.
Perigon Wealth Management bought 2,320 Invesco DB Commodity Index Tracking Fund shares in Q2 2026, an estimated $68.3K.
Invesco DB Commodity Index Tracking Fund made up 0.01% of Perigon Wealth Management's portfolio in Q2 2026, its #870 holding.
Perigon Wealth Management first reported a position in Invesco DB Commodity Index Tracking Fund in Q1 2016 and has held it in 6 quarters since.
Perigon Wealth Management's Invesco DB Commodity Index Tracking Fund position peaked at $556K in Q3 2023.
219 funds tracked by Wall St. Rank held Invesco DB Commodity Index Tracking Fund as of Q2 2026.

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