Perigon Wealth Management
EVR icon

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
Q3 		– Sell
-600
Closed -$205K – 1502
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

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

Perigon Wealth Management sold out of Evercore (EVR) in Q3 2026, closing a stake of 600 shares — an estimated $205K sold.

Perigon Wealth Management first reported a position in EVR in Q3 2021 and held it in 4 quarters. The position peaked at $518K in Q3 2021. 118 funds tracked by Wall St. Rank hold EVR as of Q3 2026.

  • Perigon Wealth Management reported no remaining Evercore position as of Q3 2026 after selling out during the quarter.
  • Perigon Wealth Management sold 600 Evercore shares in Q3 2026, an estimated $205K.
  • Perigon Wealth Management first reported a position in Evercore in Q3 2021 and held it in 4 quarters.
  • Perigon Wealth Management's Evercore position peaked at $518K in Q3 2021.
  • 118 funds tracked by Wall St. Rank held Evercore as of Q3 2026.

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