Perigon Wealth Management
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Perigon Wealth Management’s Vera Therapeutics VERA Stock Holding History

Perigon Wealth Management’s Portfolio VERA Stock Details VERA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$499K Sell
15,456
-394
-2% -$13.8K 0.01% 905
2026
Q2 		$680K Buy
15,850
+874
+6% +$32.6K 0.01% 743
2026
Q1 		$602K Buy
14,976
+580
+4% +$25K 0.01% 716
2025
Q4 		$729K Buy
14,396
+1,498
+12% +$53.2K 0.01% 645
2025
Q3 		$375K Buy
12,898
+2,492
+24% +$57.6K 0.01% 862
2025
Q2 		$245K Buy
+10,406
New +$234K 0.01% 920

Other funds holding VERA

E. Ohman J:or Asset Management
E. Ohman J:or Asset Management Stockholm, Sweden $4.47B AUM 27.58% 1-Year Est. Return
Eastern Bank
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
J. Safra Sarasin Holding
J. Safra Sarasin Holding $7.05B AUM 26.14% 1-Year Est. Return
Hennion & Walsh Asset Management
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
AMI Asset Management
AMI Asset Management Los Angeles, California $1.74B AUM 24.77% 1-Year Est. Return
MFA Wealth Advisors
MFA Wealth Advisors Pittsburgh, Pennsylvania $589M AUM 19.71% 1-Year Est. Return
China Universal Asset Management Company
China Universal Asset Management Company Shanghai, China $1.92B AUM 74.14% 1-Year Est. Return
Sterling Capital Management
Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return
GF Fund Management
GF Fund Management Guangzhou, China $7.72B AUM 122.96% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

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

Perigon Wealth Management reduced its Vera Therapeutics (VERA) stake by 2.5% in Q3 2026, selling an estimated $13.8K and leaving 15,456 shares worth $499K. The position accounts for 0.01% of the portfolio, ranked #905.

Perigon Wealth Management first reported a position in VERA in Q2 2025 and has held it in 6 quarters since. The position peaked at $729K in Q4 2025. 25 funds tracked by Wall St. Rank hold VERA as of Q3 2026.

  • Perigon Wealth Management held 15,456 shares of Vera Therapeutics worth $499K as of Q3 2026.
  • Perigon Wealth Management sold 394 Vera Therapeutics shares in Q3 2026, an estimated $13.8K.
  • Vera Therapeutics made up 0.01% of Perigon Wealth Management's portfolio in Q3 2026, its #905 holding.
  • Perigon Wealth Management first reported a position in Vera Therapeutics in Q2 2025 and has held it in 6 quarters since.
  • Perigon Wealth Management's Vera Therapeutics position peaked at $729K in Q4 2025.
  • 25 funds tracked by Wall St. Rank held Vera Therapeutics as of Q3 2026.

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