BCI
EVBN

Brinker Capital Investments’s Evans Bancorp Inc EVBN Stock Holding History

Brinker Capital Investments’s Portfolio EVBN Stock Details EVBN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-30,772
Closed -$1.15M – 1663
2022
Q4 		$1.15M Sell
30,772
-88,990
-74% -$3.33M 0.02% 687
2022
Q3 		$4.39M Sell
119,762
-14,882
-11% -$544K 0.09% 226
2022
Q2 		$4.58M Sell
134,644
-17,258
-11% -$638K 0.09% 229
2022
Q1 		$5.77M Sell
151,902
-5,873
-4% -$238K 0.09% 221
2021
Q4 		$6.36M Sell
157,775
-12,961
-8% -$513K 0.09% 214
2021
Q3 		$6.33M Hold
170,736
– – 0.1% 207
2021
Q2 		$6.33M Buy
+170,736
New +$6.23M 0.08% 251
2021
Q1 		– Sell
-259,221
Closed -$7.14M – 1289
2020
Q4 		$7.14M Buy
259,221
+195,996
+310% +$5.02M 0.11% 218
2020
Q3 		$1.42M Buy
+63,225
New +$1.45M 0.02% 584

Other funds holding EVBN

FCM
FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return
PCA
PL Capital Advisors Naples, Florida $332M AUM 17.89% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
FL
Fourthstone LLC St Louis, Missouri $590M AUM 29.58% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
ECA
Endeavour Capital Advisors Greenwich, Connecticut $441M AUM 21.38% 1-Year Est. Return
EPCA
Elizabeth Park Capital Advisors Pepper Pike, Ohio $130M AUM 23.02% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Brinker Capital Investments's EVBN Position: Q1 2023 in Review

Brinker Capital Investments sold out of Evans Bancorp Inc (EVBN) in Q1 2023, closing a stake of 30,772 shares — an estimated $1.15M sold.

Brinker Capital Investments first reported a position in EVBN in Q3 2020 and held it in 9 quarters. The position peaked at $7.14M in Q4 2020. 42 funds tracked by Wall St. Rank hold EVBN as of Q1 2023.

  • Brinker Capital Investments reported no remaining Evans Bancorp Inc position as of Q1 2023 after selling out during the quarter.
  • Brinker Capital Investments sold 30,772 Evans Bancorp Inc shares in Q1 2023, an estimated $1.15M.
  • Brinker Capital Investments first reported a position in Evans Bancorp Inc in Q3 2020 and held it in 9 quarters.
  • Brinker Capital Investments's Evans Bancorp Inc position peaked at $7.14M in Q4 2020.
  • 42 funds tracked by Wall St. Rank held Evans Bancorp Inc as of Q1 2023.

Based on Brinker Capital Investments's 13F filing for Q1 2023, filed 31 Jul 2025.