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Perigon Wealth Management, LLC → FINS
Perigon Wealth Management, LLC FINS Position History
Angel Oak Financial Strategies Income Term Trust • Financial Services
Quarters held
3
Latest value
$625K
Q3 2026
Peak value
$645K
First seen
Q1 2026
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q1 2026 | $645K |
| Q2 2026 | $627K |
| Q3 2026 | $625K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $625K | 12.3K | — | — |
| Q2 2026 | $627K | 12.3K | — | — |
| Q1 2026 | $645K | 12.6K | — | — |
Other funds holding FINS
$70.5M
$52.6M