Essential Partners
EVEX icon

Essential Partners’s Eve Holding EVEX Stock Holding History

Essential Partners’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
Q3 		$1.1K Sell
572
-438
-43% -$1.04K ﹤0.01% 2150
2026
Q2 		$2.54K Buy
1,010
+776
+332% +$2.24K ﹤0.01% 1876
2026
Q1 		$580 Sell
234
-6
-3% -$20 ﹤0.01% 2392
2025
Q4 		$958 Buy
240
+106
+79% +$466 ﹤0.01% 2044
2025
Q3 		$511 Sell
134
-6
-4% -$32 ﹤0.01% 2200
2025
Q2 		$960 Buy
+140
New +$624 ﹤0.01% 1528

Other funds holding EVEX

Kapitalo Investimentos
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Pinnacle Associates
Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return
Canal Insurance Company
Canal Insurance Company Greenville, South Carolina $426M AUM 30.47% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
B. Riley Wealth Advisors
B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return
SignatureFD
SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Sterling Capital Management
Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return
SBI Securities
SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return
Root Financial Partners
Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return

Essential Partners's EVEX Position: Q3 2026 in Review

Essential Partners reduced its Eve Holding (EVEX) stake by 43% in Q3 2026, selling an estimated $1.04K and leaving 572 shares worth $1.1K. The position accounts for ﹤0.01% of the portfolio, ranked #2150.

Essential Partners first reported a position in EVEX in Q2 2025 and has held it in 6 quarters since. The position peaked at $2.54K in Q2 2026. 14 funds tracked by Wall St. Rank hold EVEX as of Q3 2026.

  • Essential Partners held 572 shares of Eve Holding worth $1.1K as of Q3 2026.
  • Essential Partners sold 438 Eve Holding shares in Q3 2026, an estimated $1.04K.
  • Eve Holding made up ﹤0.01% of Essential Partners's portfolio in Q3 2026, its #2150 holding.
  • Essential Partners first reported a position in Eve Holding in Q2 2025 and has held it in 6 quarters since.
  • Essential Partners's Eve Holding position peaked at $2.54K in Q2 2026.
  • 14 funds tracked by Wall St. Rank held Eve Holding as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.