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EverSource Wealth Advisors’s Perma-Fix Environmental Services PESI Stock Holding History

EverSource Wealth Advisors’s Portfolio PESI Stock Details PESI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$457 Buy
+32
New +$357 ﹤0.01% 4151
2026
Q1 		– Sell
-3
Closed -$38 – 4476
2025
Q4 		$38 Sell
3
-16
-84% -$204 ﹤0.01% 4192
2025
Q3 		$192 Sell
19
-41
-68% -$453 ﹤0.01% 4117
2025
Q2 		$631 Buy
+60
New +$552 ﹤0.01% 3841

Other funds holding PESI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
MCO
MAK Capital One New York $714M AUM 68.07% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
PGCM
Prescott Group Capital Management Tulsa, Oklahoma $1.16B AUM 53.61% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $5.65B AUM 61.31% 1-Year Est. Return
PCM
Potomac Capital Management New York $147M AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $2.25B AUM 44.61% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

EverSource Wealth Advisors's PESI Position: Q2 2026 in Review

EverSource Wealth Advisors opened a new position in Perma-Fix Environmental Services (PESI) in Q2 2026: 32 shares worth $457. The stake represents ﹤0.01% of the portfolio and ranks #4151 among its holdings. This is a return to the name: EverSource Wealth Advisors previously reported a position in PESI as recently as Q4 2025.

EverSource Wealth Advisors first reported a position in PESI in Q2 2025 and has held it in 4 quarters since. The position peaked at $631 in Q2 2025. 88 funds tracked by Wall St. Rank hold PESI as of Q2 2026.

  • EverSource Wealth Advisors held 32 shares of Perma-Fix Environmental Services worth $457 as of Q2 2026.
  • Perma-Fix Environmental Services was a new EverSource Wealth Advisors position in Q2 2026.
  • Perma-Fix Environmental Services made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #4151 holding.
  • EverSource Wealth Advisors first reported a position in Perma-Fix Environmental Services in Q2 2025 and has held it in 4 quarters since.
  • EverSource Wealth Advisors's Perma-Fix Environmental Services position peaked at $631 in Q2 2025.
  • 88 funds tracked by Wall St. Rank held Perma-Fix Environmental Services as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.