PWM
ERC

Perigon Wealth Management’s Allspring Multi-Sector Income Fund ERC Stock Holding History

Perigon Wealth Management’s Portfolio ERC Stock Details ERC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$109K Hold
12,071
– – ﹤0.01% 1259
2025
Q4 		$112K Sell
12,071
-221
-2% -$2.08K ﹤0.01% 1281
2025
Q3 		$118K Buy
+12,292
New +$117K ﹤0.01% 1190

Other funds holding ERC

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Perigon Wealth Management's ERC Position: Q1 2026 in Review

Perigon Wealth Management held its Allspring Multi-Sector Income Fund (ERC) position steady in Q1 2026 at 12,071 shares worth $109K. The position accounts for ﹤0.01% of the portfolio, ranked #1259.

Perigon Wealth Management first reported a position in ERC in Q3 2025 and has held it in 3 quarters since. The position peaked at $118K in Q3 2025. 72 funds tracked by Wall St. Rank hold ERC as of Q1 2026.

  • Perigon Wealth Management held 12,071 shares of Allspring Multi-Sector Income Fund worth $109K as of Q1 2026.
  • Perigon Wealth Management left its Allspring Multi-Sector Income Fund share count unchanged in Q1 2026.
  • Allspring Multi-Sector Income Fund made up ﹤0.01% of Perigon Wealth Management's portfolio in Q1 2026, its #1259 holding.
  • Perigon Wealth Management first reported a position in Allspring Multi-Sector Income Fund in Q3 2025 and has held it in 3 quarters since.
  • Perigon Wealth Management's Allspring Multi-Sector Income Fund position peaked at $118K in Q3 2025.
  • 72 funds tracked by Wall St. Rank held Allspring Multi-Sector Income Fund as of Q1 2026.

Based on Perigon Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.