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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
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 $5.72T AUM 30.48% 1-Year Est. Return
MCO
MAK Capital One New York $679M AUM 29.02% 1-Year Est. Return
PGCM
Prescott Group Capital Management Tulsa, Oklahoma $1B AUM 51.95% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PCM
Potomac Capital Management New York $115M AUM
Group One Trading
Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return

EverSource Wealth Advisors's PESI Position: Q1 2026 in Review

EverSource Wealth Advisors sold out of Perma-Fix Environmental Services (PESI) in Q1 2026, closing a stake of 3 shares — an estimated $38 sold.

EverSource Wealth Advisors first reported a position in PESI in Q2 2025 and held it in 3 quarters. The position peaked at $631 in Q2 2025. 85 funds tracked by Wall St. Rank hold PESI as of Q1 2026.

  • EverSource Wealth Advisors reported no remaining Perma-Fix Environmental Services position as of Q1 2026 after selling out during the quarter.
  • EverSource Wealth Advisors sold 3 Perma-Fix Environmental Services shares in Q1 2026, an estimated $38.
  • EverSource Wealth Advisors first reported a position in Perma-Fix Environmental Services in Q2 2025 and held it in 3 quarters.
  • EverSource Wealth Advisors's Perma-Fix Environmental Services position peaked at $631 in Q2 2025.
  • 85 funds tracked by Wall St. Rank held Perma-Fix Environmental Services as of Q1 2026.

Based on EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.