PWM
SF

Perigon Wealth Management’s Stifel SF Stock Holding History

Perigon Wealth Management’s Portfolio SF Stock Details SF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$454K Sell
6,136
-1,279
-17% -$102K 0.01% 847
2025
Q4 		$619K Buy
7,415
+1,082
+17% +$86.5K 0.01% 695
2025
Q3 		$479K Buy
6,333
+1,078
+21% +$80.7K 0.01% 762
2025
Q2 		$364K Sell
5,255
-49
-0.9% -$3.01K 0.01% 780
2025
Q1 		$333K Buy
5,304
+7
+0.1% +$493 0.01% 771
2024
Q4 		$395K Buy
5,297
+230
+5% +$16.4K 0.01% 716
2024
Q3 		$317K Sell
5,067
-99
-2% -$5.65K 0.01% 769
2024
Q2 		$290K Buy
5,166
+718
+16% +$38K 0.01% 701
2024
Q1 		$232K Buy
+4,448
New +$219K 0.01% 755
2023
Q2 		– Sell
-5,358
Closed -$211K – 803
2023
Q1 		$211K Sell
5,358
-1,706
-24% -$71.7K 0.01% 655
2022
Q4 		$275K Buy
+7,064
New +$279K 0.02% 559

Other funds holding SF

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return