Birchbrook’s Vertical Aerospace EVTL Stock Holding History

Birchbrook’s Portfolio EVTL Stock Details EVTL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$122	Hold	70	–	–	﹤0.01%	301
2026 Q1	$155	Hold	70	–	–	﹤0.01%	282
2025 Q4	$374	Hold	70	–	–	﹤0.01%	282
2025 Q3	$364	Hold	70	–	–	﹤0.01%	255
2025 Q2	$474	Hold	70	–	–	﹤0.01%	256
2025 Q1	$236	Hold	70	–	–	﹤0.01%	256
2024 Q4	$881	Hold	70	–	–	﹤0.01%	268
2024 Q3	$486	Hold	70	–	–	﹤0.01%	252
2024 Q2	$515	Hold	70	–	–	﹤0.01%	249
2024 Q1	$798	Buy	70 +47	+204%	+$334	﹤0.01%	258
2023 Q4	$161	Buy	+23	New	+$203	﹤0.01%	300

Other funds holding EVTL

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

CWM

Chemistry Wealth Management New York $625M AUM 19.32% 1-Year Est. Return

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

PWA

Physician Wealth Advisors Midvale, Utah $837M AUM 26% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Birchbrook's EVTL Position: Q2 2026 in Review

Birchbrook held its Vertical Aerospace (EVTL) position steady in Q2 2026 at 70 shares worth $122. The position accounts for ﹤0.01% of the portfolio, ranked #301.

Birchbrook first reported a position in EVTL in Q4 2023 and has held it in 11 quarters since. The position peaked at $881 in Q4 2024. 6 funds tracked by Wall St. Rank hold EVTL as of Q2 2026.

Birchbrook held 70 shares of Vertical Aerospace worth $122 as of Q2 2026.
Birchbrook left its Vertical Aerospace share count unchanged in Q2 2026.
Vertical Aerospace made up ﹤0.01% of Birchbrook's portfolio in Q2 2026, its #301 holding.
Birchbrook first reported a position in Vertical Aerospace in Q4 2023 and has held it in 11 quarters since.
Birchbrook's Vertical Aerospace position peaked at $881 in Q4 2024.
6 funds tracked by Wall St. Rank held Vertical Aerospace as of Q2 2026.

Based on Birchbrook's 13F filing for Q2 2026, filed 9 Jul 2026.