Janney Montgomery Scott
EVBN

Janney Montgomery Scott’s Evans Bancorp Inc EVBN Stock Holding History

Janney Montgomery Scott’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
Q4 		– Sell
-16,075
Closed -$431K – 2773
2023
Q3 		$431K Buy
16,075
+167
+1% +$4.64K ﹤0.01% 1884
2023
Q2 		$397K Buy
+15,908
New +$431K ﹤0.01% 2040

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EPCA
Elizabeth Park Capital Advisors Pepper Pike, Ohio $130M AUM 23.02% 1-Year Est. Return

Janney Montgomery Scott's EVBN Position: Q4 2023 in Review

Janney Montgomery Scott sold out of Evans Bancorp Inc (EVBN) in Q4 2023, closing a stake of 16,075 shares — an estimated $431K sold.

Janney Montgomery Scott first reported a position in EVBN in Q2 2023 and held it in 2 quarters. The position peaked at $431K in Q3 2023. 57 funds tracked by Wall St. Rank hold EVBN as of Q4 2023.

  • Janney Montgomery Scott reported no remaining Evans Bancorp Inc position as of Q4 2023 after selling out during the quarter.
  • Janney Montgomery Scott sold 16,075 Evans Bancorp Inc shares in Q4 2023, an estimated $431K.
  • Janney Montgomery Scott first reported a position in Evans Bancorp Inc in Q2 2023 and held it in 2 quarters.
  • Janney Montgomery Scott's Evans Bancorp Inc position peaked at $431K in Q3 2023.
  • 57 funds tracked by Wall St. Rank held Evans Bancorp Inc as of Q4 2023.

Based on Janney Montgomery Scott's 13F filing for Q4 2023, filed 8 Feb 2024.