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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
Q2 		$13.7K Buy
5,462
+2,545
+87% +$7.33K ﹤0.01% 3497
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
BGDI
BW Gestao de Investimentos Sao Paulo, Brazil $5.05B AUM 36.49% 1-Year Est. Return
FSC
Fourth Sail Capital Camana Bay Grand Cayman, Cayman Islands $660M AUM 27% 1-Year Est. Return
UAH
United Airlines Holdings Chicago, Illinois $385M AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
MCM
Masters Capital Management Atlanta, Georgia $3.9B AUM 50.88% 1-Year Est. Return

Allworth Financial's EVEX Position: Q2 2026 in Review

Allworth Financial increased its Eve Holding (EVEX) stake by 87% in Q2 2026, buying an estimated $7.33K and bringing the position to 5,462 shares worth $13.7K. The position accounts for ﹤0.01% of the portfolio, ranked #3497.

Allworth Financial first reported a position in EVEX in Q1 2025 and has held it in 6 quarters since. 150 funds tracked by Wall St. Rank hold EVEX as of Q2 2026.

  • Allworth Financial held 5,462 shares of Eve Holding worth $13.7K as of Q2 2026.
  • Allworth Financial bought 2,545 Eve Holding shares in Q2 2026, an estimated $7.33K.
  • Eve Holding made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #3497 holding.
  • Allworth Financial first reported a position in Eve Holding in Q1 2025 and has held it in 6 quarters since.
  • 150 funds tracked by Wall St. Rank held Eve Holding as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.