Fund Update: Perigon Wealth Management, LLC opened a $4.2M position in $SCMB stock

Perigon Wealth Management, LLC has opened a new $4.2M position in $SCMB, per a new SEC 13F filing. This disclosure reflects the funds' holdings for the 03-31-2025 report period. You can see the fund's full portfolio on Quiver Quantitative, and also track the largest institutional owners of $SCMB.

$SCMB Hedge Fund Activity

We have seen 50 institutional investors add shares of $SCMB stock to their portfolio, and 19 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

• FORT POINT CAPITAL PARTNERS LLC added 796,024 shares (+inf%) to their portfolio in Q4 2024, for an estimated $20,441,896
• CHARLES SCHWAB TRUST CO removed 286,901 shares (-35.2%) from their portfolio in Q1 2025, for an estimated $7,278,678
• PERIGON WEALTH MANAGEMENT, LLC added 165,158 shares (+inf%) to their portfolio in Q1 2025, for an estimated $4,190,058
• BANK OF AMERICA CORP /DE/ added 142,396 shares (+47.8%) to their portfolio in Q4 2024, for an estimated $3,656,729
• PALLAS CAPITAL ADVISORS LLC added 129,549 shares (+24.0%) to their portfolio in Q1 2025, for an estimated $3,286,658
• CHARLES SCHWAB INVESTMENT MANAGEMENT INC removed 114,312 shares (-8.9%) from their portfolio in Q4 2024, for an estimated $2,935,532
• JPMORGAN CHASE & CO removed 86,932 shares (-74.7%) from their portfolio in Q4 2024, for an estimated $2,232,413

To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.

Note that there may be inaccuracies in these estimates due to filing errors by the funds, parsing errors by us, or other anomalies.

Check out Quiver Quantitative's $SCMB ticker page for more data.