Perigon Wealth Management’s abrdn Physical Palladium Shares ETF PALL Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	–	Sell	-10,685	Closed	-$236K	–	1535
2026 Q2	$236K	Sell	10,685 -9,670	-48%	-$247K	﹤0.01%	1275
2026 Q1	$548K	Hold	20,355	–	–	0.01%	755
2025 Q4	$592K	Buy	20,355 +600	+3%	+$16.2K	0.01%	716
2025 Q3	$451K	Buy	+19,755	New	+$423K	0.01%	779
2022 Q4	–	Sell	-5,420	Closed	-$218K	–	708
2022 Q3	$218K	Buy	+5,420	New	+$209K	0.02%	518
2021 Q1	–	Sell	-575	Closed	-$26K	–	873
2020 Q4	$26K	Buy	+575	New	+$25.3K	﹤0.01%	957

Other funds holding PALL

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return

Arvest Investments Lowell, Arkansas $835M AUM 13.48% 1-Year Est. Return

Alhambra Investment Management Palmetto Bay, Florida $234M AUM 17.66% 1-Year Est. Return

Linden Thomas Advisory Services Charlotte, North Carolina $1.26B AUM 37.95% 1-Year Est. Return

AFG Fiduciary Services Hingham, Massachusetts $131M AUM 19.17% 1-Year Est. Return

Kellett Wealth Advisors Cincinnati, Ohio $273M AUM 15.92% 1-Year Est. Return

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.14% 1-Year Est. Return

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

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

Perigon Wealth Management sold out of abrdn Physical Palladium Shares ETF (PALL) in Q3 2026, closing a stake of 10,685 shares — an estimated $236K sold.

Perigon Wealth Management first reported a position in PALL in Q4 2020 and held it in 6 quarters. The position peaked at $592K in Q4 2025. 20 funds tracked by Wall St. Rank hold PALL as of Q3 2026.

Perigon Wealth Management reported no remaining abrdn Physical Palladium Shares ETF position as of Q3 2026 after selling out during the quarter.
Perigon Wealth Management sold 10,685 abrdn Physical Palladium Shares ETF shares in Q3 2026, an estimated $236K.
Perigon Wealth Management first reported a position in abrdn Physical Palladium Shares ETF in Q4 2020 and held it in 6 quarters.
Perigon Wealth Management's abrdn Physical Palladium Shares ETF position peaked at $592K in Q4 2025.
20 funds tracked by Wall St. Rank held abrdn Physical Palladium Shares ETF as of Q3 2026.

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