Perigon Wealth Management’s Motley Fool 100 Index ETF TMFC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.01M	Buy	13,212 +55	+0.4%	+$4.11K	0.02%	594
2026 Q1	$868K	Sell	13,157 -144	-1%	-$10K	0.02%	580
2025 Q4	$955K	Buy	13,301 +655	+5%	+$46.8K	0.02%	571
2025 Q3	$892K	Sell	12,646 -17	-0.1%	-$1.14K	0.02%	548
2025 Q2	$817K	Buy	12,663 +250	+2%	+$14.7K	0.02%	530
2025 Q1	$690K	Buy	12,413 +518	+4%	+$30.8K	0.02%	537
2024 Q4	$712K	Sell	11,895 -190	-2%	-$11.2K	0.02%	534
2024 Q3	$680K	Buy	12,085 +564	+5%	+$30.6K	0.02%	529
2024 Q2	$620K	Sell	11,521 -81	-0.7%	-$4.08K	0.02%	482
2024 Q1	$576K	Hold	11,602	–	–	0.02%	499
2023 Q4	$518K	Buy	11,602 +101	+0.9%	+$4.23K	0.02%	486
2023 Q3	$452K	Buy	11,501 +1	+0%	+$41	0.02%	467
2023 Q2	$469K	Buy	11,500 +1,152	+11%	+$43K	0.02%	470
2023 Q1	$367K	Sell	10,348 -215	-2%	-$7.12K	0.02%	472
2022 Q4	$322K	Buy	10,563 +308	+3%	+$9.72K	0.02%	508
2022 Q3	$315K	Hold	10,255	–	–	0.03%	413
2022 Q2	$327K	Hold	10,255	–	–	0.03%	413
2022 Q1	$419K	Buy	10,255 +1,775	+21%	+$70.7K	0.03%	396
2021 Q4	$374K	Buy	+8,480	New	+$364K	0.03%	407

Other funds holding TMFC

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

AWA

Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Perigon Wealth Management increased its Motley Fool 100 Index ETF (TMFC) stake by 0.42% in Q2 2026, buying an estimated $4.11K and bringing the position to 13,212 shares worth $1.01M. The position accounts for 0.02% of the portfolio, ranked #594.

Perigon Wealth Management first reported a position in TMFC in Q4 2021 and has held it in 19 quarters since. 193 funds tracked by Wall St. Rank hold TMFC as of Q2 2026.

Perigon Wealth Management held 13,212 shares of Motley Fool 100 Index ETF worth $1.01M as of Q2 2026.
Perigon Wealth Management bought 55 Motley Fool 100 Index ETF shares in Q2 2026, an estimated $4.11K.
Motley Fool 100 Index ETF made up 0.02% of Perigon Wealth Management's portfolio in Q2 2026, its #594 holding.
Perigon Wealth Management first reported a position in Motley Fool 100 Index ETF in Q4 2021 and has held it in 19 quarters since.
193 funds tracked by Wall St. Rank held Motley Fool 100 Index ETF as of Q2 2026.

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