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J. Derek Lewis & Associates’s Eve Holding EVEX Stock Holding History

J. Derek Lewis & Associates’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 		$306K Buy
122,000
+73,000
+149% +$210K 0.06% 141
2026
Q1 		$122K Buy
49,000
+17,000
+53% +$58K 0.03% 182
2025
Q4 		$128K Buy
+32,000
New +$141K 0.03% 187

Other funds holding EVEX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
FSC
Fourth Sail Capital Camana Bay Grand Cayman, Cayman Islands $660M AUM 27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
SGDR
SPX Gestao de Recursos Rio De Janeiro, Brazil $898M AUM 45.5% 1-Year Est. Return
PA
Pinnacle Associates New York $9.16B AUM 63.5% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
P8IP
Pier 88 Investment Partners San Francisco, California $421M AUM 14.71% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

J. Derek Lewis & Associates's EVEX Position: Q2 2026 in Review

J. Derek Lewis & Associates increased its Eve Holding (EVEX) stake by 149% in Q2 2026, buying an estimated $210K and bringing the position to 122,000 shares worth $306K. The position accounts for 0.06% of the portfolio, ranked #141.

J. Derek Lewis & Associates first reported a position in EVEX in Q4 2025 and has held it in 3 quarters since. 45 funds tracked by Wall St. Rank hold EVEX as of Q2 2026.

  • J. Derek Lewis & Associates held 122,000 shares of Eve Holding worth $306K as of Q2 2026.
  • J. Derek Lewis & Associates bought 73,000 Eve Holding shares in Q2 2026, an estimated $210K.
  • Eve Holding made up 0.06% of J. Derek Lewis & Associates's portfolio in Q2 2026, its #141 holding.
  • J. Derek Lewis & Associates first reported a position in Eve Holding in Q4 2025 and has held it in 3 quarters since.
  • 45 funds tracked by Wall St. Rank held Eve Holding as of Q2 2026.

Based on J. Derek Lewis & Associates's 13F filing for Q2 2026, filed 31 Jul 2026.