LPL Financial’s Evans Bancorp Inc EVBN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-11,719
| Closed | -$457K | – | 5717 |
|
|
2025
Q1 | $457K | Sell |
11,719
-1,412
| -11% | -$59.2K | ﹤0.01% | 4250 |
|
|
2024
Q4 | $569K | Sell |
13,131
-595
| -4% | -$25.1K | ﹤0.01% | 3990 |
|
|
2024
Q3 | $535K | Hold |
13,726
| – | – | ﹤0.01% | 3938 |
|
|
2024
Q2 | $386K | Buy |
13,726
+7
| +0.1% | +$189 | ﹤0.01% | 4077 |
|
|
2024
Q1 | $410K | Buy |
13,719
+4,200
| +44% | +$124K | ﹤0.01% | 3940 |
|
|
2023
Q4 | $300K | Hold |
9,519
| – | – | ﹤0.01% | 4086 |
|
|
2023
Q3 | $255K | Sell |
9,519
-192
| -2% | -$5.33K | ﹤0.01% | 4056 |
|
|
2023
Q2 | $242K | Hold |
9,711
| – | – | ﹤0.01% | 4012 |
|
|
2023
Q1 | $326K | Hold |
9,711
| – | – | ﹤0.01% | 3674 |
|
|
2022
Q4 | $363K | Sell |
9,711
-1,600
| -14% | -$59.9K | ﹤0.01% | 3520 |
|
|
2022
Q3 | $415K | Hold |
11,311
| – | – | ﹤0.01% | 3317 |
|
|
2022
Q2 | $384K | Buy |
11,311
+200
| +2% | +$7.39K | ﹤0.01% | 3432 |
|
|
2022
Q1 | $422K | Buy |
11,111
+450
| +4% | +$18.2K | ﹤0.01% | 3325 |
|
|
2021
Q4 | $430K | Hold |
10,661
| – | – | ﹤0.01% | 3407 |
|
|
2021
Q3 | $408K | Buy |
10,661
+3,025
| +40% | +$116K | ﹤0.01% | 3409 |
|
|
2021
Q2 | $283K | Buy |
7,636
+742
| +11% | +$27.1K | ﹤0.01% | 3634 |
|
|
2021
Q1 | $234K | Buy |
+6,894
| New | +$216K | ﹤0.01% | 3652 |
|
Other funds holding EVBN
LPL Financial's EVBN Position: Q2 2025 in Review
LPL Financial sold out of Evans Bancorp Inc (EVBN) in Q2 2025, closing a stake of 11,719 shares — an estimated $457K sold.
LPL Financial first reported a position in EVBN in Q1 2021 and held it in 17 quarters. The position peaked at $569K in Q4 2024. 1 fund tracked by Wall St. Rank holds EVBN as of Q2 2025.
- LPL Financial reported no remaining Evans Bancorp Inc position as of Q2 2025 after selling out during the quarter.
- LPL Financial sold 11,719 Evans Bancorp Inc shares in Q2 2025, an estimated $457K.
- LPL Financial first reported a position in Evans Bancorp Inc in Q1 2021 and held it in 17 quarters.
- LPL Financial's Evans Bancorp Inc position peaked at $569K in Q4 2024.
- 1 fund tracked by Wall St. Rank held Evans Bancorp Inc as of Q2 2025.
Based on LPL Financial's 13F filing for Q2 2025, filed 12 Aug 2025.