INFY β€” Infosys LTD ADR

Ownership history in Perigon Wealth Management, LLC  Β·  4 quarters on record

AI Ownership Summary

Perigon Wealth Management, LLC reported Infosys LTD ADR (INFY) in 4 quarterly 13F filings from 2025 Q4 through 2026 Q1. The latest visible filing shows INFY at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this INFY ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Perigon Wealth Management, LLC's position in Infosys LTD ADR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

INFY was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Perigon Wealth Management, LLC held INFY β€” position size vs. price
% of Fund (quarterly)    INFY price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 11,888 -1,073 -8.3% 0.00% $161K 2026-04-10 $13.29
2025 Q4 ADDED 12,961 +11,816 +1032.0% 0.00% $231K 2026-01-16 $18.63
2 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About Perigon Wealth Management, LLC and INFY

These are the practical questions this page is built to answer before you even open the full history table.

How long has Perigon Wealth Management, LLC reported owning INFY?

Perigon Wealth Management, LLC reported INFY across 2 quarterly 13F filings, from 2025 Q4 through 2026 Q1.

What was the largest reported INFY position in Perigon Wealth Management, LLC's portfolio?

The largest reported portfolio weight for INFY was 0.00% in 2025 Q4.

What is the latest reported INFY position on this page?

The most recent filing on this page is 2026 Q1, when Perigon Wealth Management, LLC reported 11,888 shares, equal to 0.00% of portfolio, with an estimated market value of $161K.

What does the chart on this INFY ownership page compare?

The chart compares Perigon Wealth Management, LLC's quarterly INFY portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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