Note Advisors’s Evans Bancorp Inc EVBN Stock Holding History

Note Advisors’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
2025 Q2	–	Sell	-12,597	Closed	-$491K	–	78
2025 Q1	$491K	Hold	12,597	–	–	0.41%	45
2024 Q4	$545K	Buy	+12,597	New	+$532K	0.48%	45

Other funds holding EVBN

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Note Advisors's EVBN Position: Q2 2025 in Review

Note Advisors sold out of Evans Bancorp Inc (EVBN) in Q2 2025, closing a stake of 12,597 shares — an estimated $491K sold.

Note Advisors first reported a position in EVBN in Q4 2024 and held it in 2 quarters. The position peaked at $545K in Q4 2024. 1 fund tracked by Wall St. Rank holds EVBN as of Q2 2025.

Note Advisors reported no remaining Evans Bancorp Inc position as of Q2 2025 after selling out during the quarter.
Note Advisors sold 12,597 Evans Bancorp Inc shares in Q2 2025, an estimated $491K.
Note Advisors first reported a position in Evans Bancorp Inc in Q4 2024 and held it in 2 quarters.
Note Advisors's Evans Bancorp Inc position peaked at $545K in Q4 2024.
1 fund tracked by Wall St. Rank held Evans Bancorp Inc as of Q2 2025.

Based on Note Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.