Perigon Wealth Management
WABC icon

Perigon Wealth Management’s Westamerica Bancorp WABC Stock Holding History

Perigon Wealth Management’s Portfolio WABC Stock Details WABC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		– Sell
-10,324
Closed -$606K – 1562
2026
Q2 		$606K Sell
10,324
-176
-2% -$9.7K 0.01% 796
2026
Q1 		$548K Sell
10,500
-256
-2% -$13K 0.01% 756
2025
Q4 		$514K Sell
10,756
-176
-2% -$8.44K 0.01% 787
2025
Q3 		$546K Buy
10,932
+1,084
+11% +$53.7K 0.01% 703
2025
Q2 		$477K Sell
9,848
-9
-0.1% -$431 0.01% 684
2025
Q1 		$499K Sell
9,857
-1,006
-9% -$51.2K 0.01% 641
2024
Q4 		$558K Buy
10,863
+26
+0.2% +$1.39K 0.01% 612
2024
Q3 		$536K Buy
+10,837
New +$551K 0.01% 598
2024
Q1 		– Sell
-10,813
Closed -$610K – 912
2023
Q4 		$610K Buy
10,813
+13
+0.1% +$644 0.02% 448
2023
Q3 		$467K Sell
10,800
-4
-0% -$179 0.02% 459
2023
Q2 		$414K Buy
+10,804
New +$432K 0.02% 510

Other funds holding WABC

DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return
Leeward Investments
Leeward Investments Boston, Massachusetts $1.98B AUM 28.98% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Cypress Wealth Services
Cypress Wealth Services Palm Desert, California $848M AUM 19.63% 1-Year Est. Return
Hennion & Walsh Asset Management
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
ABN AMRO Investment Solutions
ABN AMRO Investment Solutions Paris Cedex 008 $13.2B AUM 30.55% 1-Year Est. Return
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return
Amalgamated Bank
Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return
Yousif Capital Management
Yousif Capital Management Bloomfield Hills, Michigan $8.87B AUM 34.1% 1-Year Est. Return
West Wealth Group
West Wealth Group Irvine, California $645M AUM 17.37% 1-Year Est. Return

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

Perigon Wealth Management sold out of Westamerica Bancorp (WABC) in Q3 2026, closing a stake of 10,324 shares — an estimated $606K sold.

Perigon Wealth Management first reported a position in WABC in Q2 2023 and held it in 11 quarters. The position peaked at $610K in Q4 2023. 36 funds tracked by Wall St. Rank hold WABC as of Q3 2026.

  • Perigon Wealth Management reported no remaining Westamerica Bancorp position as of Q3 2026 after selling out during the quarter.
  • Perigon Wealth Management sold 10,324 Westamerica Bancorp shares in Q3 2026, an estimated $606K.
  • Perigon Wealth Management first reported a position in Westamerica Bancorp in Q2 2023 and held it in 11 quarters.
  • Perigon Wealth Management's Westamerica Bancorp position peaked at $610K in Q4 2023.
  • 36 funds tracked by Wall St. Rank held Westamerica Bancorp as of Q3 2026.

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