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Allworth Financial’s Eve Holding EVEX Stock Holding History

Allworth Financial’s Portfolio EVEX Stock Details EVEX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$7.24K Buy
2,917
+2,773
+1,926% +$9.47K ﹤0.01% 3726
2025
Q4 		$575 Buy
144
+45
+45% +$198 ﹤0.01% 4498
2025
Q3 		$378 Buy
99
+88
+800% +$468 ﹤0.01% 4507
2025
Q2 		$76 Sell
11
-36
-77% -$160 ﹤0.01% 4414
2025
Q1 		$181 Buy
+47
New +$203 ﹤0.01% 3892

Other funds holding EVEX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
BGDI
BW Gestao de Investimentos Sao Paulo, Brazil $3.01B AUM 27.43% 1-Year Est. Return
UAH
United Airlines Holdings Chicago, Illinois $211M AUM
SGDR
SPX Gestao de Recursos Rio De Janeiro, Brazil $1.2B AUM 59.05% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
MCM
Masters Capital Management Atlanta, Georgia $3.03B AUM 57.21% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
KI
Kapitalo Investimentos Sao Paulo, Brazil $531M AUM 25.72% 1-Year Est. Return

Allworth Financial's EVEX Position: Q1 2026 in Review

Allworth Financial increased its Eve Holding (EVEX) stake by 1,926% in Q1 2026, buying an estimated $9.47K and bringing the position to 2,917 shares worth $7.24K. The position accounts for ﹤0.01% of the portfolio, ranked #3726.

Allworth Financial first reported a position in EVEX in Q1 2025 and has held it in 5 quarters since. 142 funds tracked by Wall St. Rank hold EVEX as of Q1 2026.

  • Allworth Financial held 2,917 shares of Eve Holding worth $7.24K as of Q1 2026.
  • Allworth Financial bought 2,773 Eve Holding shares in Q1 2026, an estimated $9.47K.
  • Eve Holding made up ﹤0.01% of Allworth Financial's portfolio in Q1 2026, its #3726 holding.
  • Allworth Financial first reported a position in Eve Holding in Q1 2025 and has held it in 5 quarters since.
  • 142 funds tracked by Wall St. Rank held Eve Holding as of Q1 2026.

Based on Allworth Financial's 13F filing for Q1 2026, filed 15 May 2026.