Perigon Wealth Management’s VanEck Preferred Securities ex Financials ETF PFXF Stock Holding History

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

Perigon Wealth Management increased its VanEck Preferred Securities ex Financials ETF (PFXF) stake by 206% in Q3 2026, buying an estimated $685K and bringing the position to 57,243 shares worth $1M. The position accounts for 0.02% of the portfolio, ranked #604.

Perigon Wealth Management first reported a position in PFXF in Q4 2023 and has held it in 12 quarters since. 172 funds tracked by Wall St. Rank hold PFXF as of Q3 2026.

• Perigon Wealth Management held 57,243 shares of VanEck Preferred Securities ex Financials ETF worth $1M as of Q3 2026.
• Perigon Wealth Management bought 38,529 VanEck Preferred Securities ex Financials ETF shares in Q3 2026, an estimated $685K.
• VanEck Preferred Securities ex Financials ETF made up 0.02% of Perigon Wealth Management's portfolio in Q3 2026, its #604 holding.
• Perigon Wealth Management first reported a position in VanEck Preferred Securities ex Financials ETF in Q4 2023 and has held it in 12 quarters since.
• 172 funds tracked by Wall St. Rank held VanEck Preferred Securities ex Financials ETF as of Q3 2026.

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