Perigon Wealth Management
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Perigon Wealth Management’s XPO XPO Stock Holding History

Perigon Wealth Management’s Portfolio XPO Stock Details XPO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$220K Buy
1,248
+17
+1% +$3.33K ﹤0.01% 1336
2026
Q2 		$253K Buy
+1,231
New +$260K ﹤0.01% 1224
2021
Q1 		– Sell
-755
Closed -$31K – 1055
2020
Q4 		$31K Buy
+755
New +$27.4K ﹤0.01% 896

Other funds holding XPO

Jay A. Fishman Ltd
Jay A. Fishman Ltd Troy, Michigan $1.24B AUM 21.21% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
Border to Coast Pensions Partnership
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
AL
Arnhold LLC New York $1.4B AUM 42.37% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
TritonPoint Wealth
TritonPoint Wealth Chevy Chase, Maryland $1.01B AUM 25.82% 1-Year Est. Return
Oppenheimer & Co
Oppenheimer & Co New York $9.5B AUM 27.65% 1-Year Est. Return
Amalgamated Bank
Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return
Mutual of America Capital Management
Mutual of America Capital Management New York $10.1B AUM 33.74% 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

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

Perigon Wealth Management increased its XPO (XPO) stake by 1.4% in Q3 2026, buying an estimated $3.33K and bringing the position to 1,248 shares worth $220K. The position accounts for ﹤0.01% of the portfolio, ranked #1336.

Perigon Wealth Management first reported a position in XPO in Q4 2020 and has held it in 3 quarters since. The position peaked at $253K in Q2 2026. 147 funds tracked by Wall St. Rank hold XPO as of Q3 2026.

  • Perigon Wealth Management held 1,248 shares of XPO worth $220K as of Q3 2026.
  • Perigon Wealth Management bought 17 XPO shares in Q3 2026, an estimated $3.33K.
  • XPO made up ﹤0.01% of Perigon Wealth Management's portfolio in Q3 2026, its #1336 holding.
  • Perigon Wealth Management first reported a position in XPO in Q4 2020 and has held it in 3 quarters since.
  • Perigon Wealth Management's XPO position peaked at $253K in Q2 2026.
  • 147 funds tracked by Wall St. Rank held XPO as of Q3 2026.

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