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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Perigon Wealth Management sold out of Evercore (EVR) in Q1 2026, closing a stake of 907 shares — an estimated $309K sold.

Perigon Wealth Management first reported a position in EVR in Q3 2021 and held it in 3 quarters. The position peaked at $518K in Q3 2021. 652 funds tracked by Wall St. Rank hold EVR as of Q1 2026.

  • Perigon Wealth Management reported no remaining Evercore position as of Q1 2026 after selling out during the quarter.
  • Perigon Wealth Management sold 907 Evercore shares in Q1 2026, an estimated $309K.
  • Perigon Wealth Management first reported a position in Evercore in Q3 2021 and held it in 3 quarters.
  • Perigon Wealth Management's Evercore position peaked at $518K in Q3 2021.
  • 652 funds tracked by Wall St. Rank held Evercore as of Q1 2026.

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