Perigon Wealth Management
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Perigon Wealth Management’s Marqeta MQ Stock Holding History

Perigon Wealth Management’s Portfolio MQ Stock Details MQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$4.13M Sell
243,051
-250
-0.1% -$4.13K 0.06% 253
2026
Q2 		$3.95M Buy
243,301
+61
+0% +$991 0.06% 271
2026
Q1 		$3.97M Buy
243,240
+306
+0.1% +$5.15K 0.07% 253
2025
Q4 		$4.62M Buy
242,934
+84
+0% +$1.61K 0.08% 224
2025
Q3 		$5.13M Buy
242,850
+19
+0% +$450 0.1% 185
2025
Q2 		$5.66M Hold
242,831
– – 0.13% 150
2025
Q1 		$4M Sell
242,831
-4
-0% -$63 0.1% 195
2024
Q4 		$3.66M Sell
242,835
-230
-0.1% -$4.04K 0.09% 204
2024
Q3 		$4.78M Hold
243,065
– – 0.13% 156
2024
Q2 		$5.33M Hold
243,065
– – 0.15% 136
2024
Q1 		$5.79M Buy
243,065
+2
+0% +$49 0.18% 128
2023
Q4 		$6.79M Sell
243,063
-125
-0.1% -$2.99K 0.22% 97
2023
Q3 		$5.82M Hold
243,188
– – 0.24% 100
2023
Q2 		$4.74M Buy
243,188
+207
+0.1% +$3.76K 0.19% 122
2023
Q1 		$4.44M Buy
242,981
+27
+0% +$602 0.25% 92
2022
Q4 		$5.94M Sell
242,954
-1,261
-0.5% -$34.4K 0.37% 66
2022
Q3 		$6.96M Buy
244,215
+11
+0% +$366 0.6% 31
2022
Q2 		$7.92M Buy
244,204
+875
+0.4% +$34.4K 0.66% 26
2022
Q1 		$10.7M Buy
243,329
+375
+0.2% +$17.4K 0.76% 20
2021
Q4 		$16.7M Buy
+242,954
New +$21.7M 1.19% 14

Other funds holding MQ

ZWJ Investment Counsel
ZWJ Investment Counsel Atlanta, Georgia $3.24B AUM 31.6% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
SBI Securities
SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return
Inspire Investing
Inspire Investing Meridian, Idaho $2.37B AUM 29.82% 1-Year Est. Return
Harbor Capital Advisors
Harbor Capital Advisors Chicago, Illinois $1.48B AUM 30.88% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Citizens Financial Group
Citizens Financial Group Providence, Rhode Island $8.58B AUM 20.32% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

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

Perigon Wealth Management reduced its Marqeta (MQ) stake by 0.1% in Q3 2026, selling an estimated $4.13K and leaving 243,051 shares worth $4.13M. The position accounts for 0.06% of the portfolio, ranked #253.

Perigon Wealth Management first reported a position in MQ in Q4 2021 and has held it in 20 quarters since. The position peaked at $16.7M in Q4 2021. 26 funds tracked by Wall St. Rank hold MQ as of Q3 2026.

  • Perigon Wealth Management held 243,051 shares of Marqeta worth $4.13M as of Q3 2026.
  • Perigon Wealth Management sold 250 Marqeta shares in Q3 2026, an estimated $4.13K.
  • Marqeta made up 0.06% of Perigon Wealth Management's portfolio in Q3 2026, its #253 holding.
  • Perigon Wealth Management first reported a position in Marqeta in Q4 2021 and has held it in 20 quarters since.
  • Perigon Wealth Management's Marqeta position peaked at $16.7M in Q4 2021.
  • 26 funds tracked by Wall St. Rank held Marqeta as of Q3 2026.

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