PWM
ECHO

Perigon Wealth Management’s EchoStar ECHO Stock Holding History

Perigon Wealth Management’s Portfolio ECHO Stock Details ECHO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$531K Buy
5,232
+367
+8% +$44.9K 0.01% 868
2026
Q1 		$570K Buy
4,865
+14
+0.3% +$1.61K 0.01% 740
2025
Q4 		$527K Sell
4,851
-72
-1% -$5.86K 0.01% 768
2025
Q3 		$376K Buy
+4,923
New +$223K 0.01% 858

Other funds holding ECHO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
TE
Tema ETFs New York $3.09B AUM 72.72% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
AC
Attestor Capital Grand Cayman, Cayman Islands $350M AUM
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return

Perigon Wealth Management's ECHO Position: Q2 2026 in Review

Perigon Wealth Management increased its EchoStar (ECHO) stake by 7.5% in Q2 2026, buying an estimated $44.9K and bringing the position to 5,232 shares worth $531K. The position accounts for 0.01% of the portfolio, ranked #868.

Perigon Wealth Management first reported a position in ECHO in Q3 2025 and has held it in 4 quarters since. The position peaked at $570K in Q1 2026. 321 funds tracked by Wall St. Rank hold ECHO as of Q2 2026.

  • Perigon Wealth Management held 5,232 shares of EchoStar worth $531K as of Q2 2026.
  • Perigon Wealth Management bought 367 EchoStar shares in Q2 2026, an estimated $44.9K.
  • EchoStar made up 0.01% of Perigon Wealth Management's portfolio in Q2 2026, its #868 holding.
  • Perigon Wealth Management first reported a position in EchoStar in Q3 2025 and has held it in 4 quarters since.
  • Perigon Wealth Management's EchoStar position peaked at $570K in Q1 2026.
  • 321 funds tracked by Wall St. Rank held EchoStar as of Q2 2026.

Based on Perigon Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.