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

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

Perigon Wealth Management increased its VanEck Preferred Securities ex Financials ETF (PFXF) stake by 1.3% in Q2 2026, buying an estimated $4.28K and bringing the position to 18,714 shares worth $334K. The position accounts for 0.01% of the portfolio, ranked #1059.

Perigon Wealth Management first reported a position in PFXF in Q4 2023 and has held it in 11 quarters since. The position peaked at $349K in Q4 2025. 231 funds tracked by Wall St. Rank hold PFXF as of Q2 2026.

• Perigon Wealth Management held 18,714 shares of VanEck Preferred Securities ex Financials ETF worth $334K as of Q2 2026.
• Perigon Wealth Management bought 233 VanEck Preferred Securities ex Financials ETF shares in Q2 2026, an estimated $4.28K.
• VanEck Preferred Securities ex Financials ETF made up 0.01% of Perigon Wealth Management's portfolio in Q2 2026, its #1059 holding.
• Perigon Wealth Management first reported a position in VanEck Preferred Securities ex Financials ETF in Q4 2023 and has held it in 11 quarters since.
• Perigon Wealth Management's VanEck Preferred Securities ex Financials ETF position peaked at $349K in Q4 2025.
• 231 funds tracked by Wall St. Rank held VanEck Preferred Securities ex Financials ETF as of Q2 2026.

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