EFA
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Evernest Financial Advisors’s Identive INVE Stock Holding History

Evernest Financial Advisors’s Portfolio INVE Stock Details INVE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-41,000
Closed -$195K – 197
2026
Q1 		$195K Buy
+41,000
New +$138K 0.04% 175

Other funds holding INVE

BL
Bleichroeder LP New York $559M AUM 83.7% 1-Year Est. Return
ACM
AIGH Capital Management Baltimore, Maryland $1.59B AUM 855.46% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
PLC
Peapod Lane Capital Bedford Hills, New York $148M AUM 89.92% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
EIM
Essex Investment Management Boston, Massachusetts $763M AUM 108.51% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Evernest Financial Advisors's INVE Position: Q2 2026 in Review

Evernest Financial Advisors sold out of Identive (INVE) in Q2 2026, closing a stake of 41,000 shares — an estimated $195K sold.

Evernest Financial Advisors first reported a position in INVE in Q1 2026 and held it in 1 quarter. The position peaked at $195K in Q1 2026. 57 funds tracked by Wall St. Rank hold INVE as of Q2 2026.

  • Evernest Financial Advisors reported no remaining Identive position as of Q2 2026 after selling out during the quarter.
  • Evernest Financial Advisors sold 41,000 Identive shares in Q2 2026, an estimated $195K.
  • Evernest Financial Advisors first reported a position in Identive in Q1 2026 and held it in 1 quarter.
  • Evernest Financial Advisors's Identive position peaked at $195K in Q1 2026.
  • 57 funds tracked by Wall St. Rank held Identive as of Q2 2026.

Based on Evernest Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.