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Perigon Wealth Management’s Evercore EVR Stock Holding History

Perigon Wealth Management’s Portfolio EVR Stock Details EVR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$205K Buy
+600
New +$205K ﹤0.01% 1360
2026
Q1 		– Sell
-907
Closed -$309K – 1331
2025
Q4 		$309K Sell
907
-24
-3% -$7.71K 0.01% 1003
2025
Q3 		$314K Buy
+931
New +$292K 0.01% 932
2021
Q4 		– Sell
-3,874
Closed -$518K – 590
2021
Q3 		$518K Buy
+3,874
New +$526K 0.05% 302

Other funds holding EVR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

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

Perigon Wealth Management opened a new position in Evercore (EVR) in Q2 2026: 600 shares worth $205K. The stake represents ﹤0.01% of the portfolio and ranks #1360 among its holdings. This is a return to the name: Perigon Wealth Management previously reported a position in EVR as recently as Q4 2025.

Perigon Wealth Management first reported a position in EVR in Q3 2021 and has held it in 4 quarters since. The position peaked at $518K in Q3 2021. 713 funds tracked by Wall St. Rank hold EVR as of Q2 2026.

  • Perigon Wealth Management held 600 shares of Evercore worth $205K as of Q2 2026.
  • Evercore was a new Perigon Wealth Management position in Q2 2026.
  • Evercore made up ﹤0.01% of Perigon Wealth Management's portfolio in Q2 2026, its #1360 holding.
  • Perigon Wealth Management first reported a position in Evercore in Q3 2021 and has held it in 4 quarters since.
  • Perigon Wealth Management's Evercore position peaked at $518K in Q3 2021.
  • 713 funds tracked by Wall St. Rank held Evercore as of Q2 2026.

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