Perigon Wealth Management’s Calvert US Large-Cap Core Responsible Index ETF CVLC Stock Holding History

Perigon Wealth Management’s Portfolio CVLC Stock Details CVLC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$586K	Buy	6,187 +2,900	+88%	+$276K	0.01%	824
2026 Q2	$311K	Buy	+3,287	New	+$297K	﹤0.01%	1096
2025 Q2	–	Sell	-7,528	Closed	-$519K	–	1068
2025 Q1	$519K	Hold	7,528	–	–	0.01%	624
2024 Q4	$559K	Buy	7,528 +1,010	+15%	+$74.5K	0.01%	611
2024 Q3	$467K	Buy	+6,518	New	+$449K	0.01%	641

Other funds holding CVLC

State Insurance Fund New York $255M AUM 15.6% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Pathway Financial Advisors South Burlington, Vermont $905M AUM 11.33% 1-Year Est. Return

Fulcrum Capital Seattle, Washington $525M AUM 23.04% 1-Year Est. Return

First Pacific Financial Vancouver, Washington $978M AUM 12.87% 1-Year Est. Return

Lincoln Capital Corp East Greenwich, Rhode Island $306M AUM 16.84% 1-Year Est. Return

First Affirmative Financial Network Colorado Springs, Colorado $456M AUM

Relyea Zuckerberg Hanson Stamford, Connecticut $1.21B AUM 20.62% 1-Year Est. Return

Conrad Siegel Investment Advisors Harrisburg, Pennsylvania $618M AUM 13.45% 1-Year Est. Return

Kondo Wealth Advisors Pasadena, California $300M AUM 14.14% 1-Year Est. Return

Perigon Wealth Management's CVLC Position: Q3 2026 in Review

Perigon Wealth Management increased its Calvert US Large-Cap Core Responsible Index ETF (CVLC) stake by 88% in Q3 2026, buying an estimated $276K and bringing the position to 6,187 shares worth $586K. The position accounts for 0.01% of the portfolio, ranked #824.

Perigon Wealth Management first reported a position in CVLC in Q3 2024 and has held it in 5 quarters since. 20 funds tracked by Wall St. Rank hold CVLC as of Q3 2026.

Perigon Wealth Management held 6,187 shares of Calvert US Large-Cap Core Responsible Index ETF worth $586K as of Q3 2026.
Perigon Wealth Management bought 2,900 Calvert US Large-Cap Core Responsible Index ETF shares in Q3 2026, an estimated $276K.
Calvert US Large-Cap Core Responsible Index ETF made up 0.01% of Perigon Wealth Management's portfolio in Q3 2026, its #824 holding.
Perigon Wealth Management first reported a position in Calvert US Large-Cap Core Responsible Index ETF in Q3 2024 and has held it in 5 quarters since.
20 funds tracked by Wall St. Rank held Calvert US Large-Cap Core Responsible Index ETF as of Q3 2026.

Based on Perigon Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.