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Perigon Wealth Management’s Palladyne AI PDYN Stock Holding History

Perigon Wealth Management’s Portfolio PDYN Stock Details PDYN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-38,100
Closed -$330K – 1254
2025
Q2 		$330K Buy
+38,100
New +$270K 0.01% 811

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SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Perigon Wealth Management's PDYN Position: Q3 2025 in Review

Perigon Wealth Management sold out of Palladyne AI (PDYN) in Q3 2025, closing a stake of 38,100 shares — an estimated $330K sold.

Perigon Wealth Management first reported a position in PDYN in Q2 2025 and held it in 1 quarter. The position peaked at $330K in Q2 2025. 109 funds tracked by Wall St. Rank hold PDYN as of Q3 2025.

  • Perigon Wealth Management reported no remaining Palladyne AI position as of Q3 2025 after selling out during the quarter.
  • Perigon Wealth Management sold 38,100 Palladyne AI shares in Q3 2025, an estimated $330K.
  • Perigon Wealth Management first reported a position in Palladyne AI in Q2 2025 and held it in 1 quarter.
  • Perigon Wealth Management's Palladyne AI position peaked at $330K in Q2 2025.
  • 109 funds tracked by Wall St. Rank held Palladyne AI as of Q3 2025.

Based on Perigon Wealth Management's 13F filing for Q3 2025, filed 17 Oct 2025.