Osaic Holdings’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
Q3 | – | Sell |
-304
| Closed | -$11.6K | – | 8051 |
|
|
2025
Q2 | $11.6K | Sell |
304
-277
| -48% | -$10.3K | ﹤0.01% | 6059 |
|
|
2025
Q1 | $22.7K | Buy |
581
+138
| +31% | +$5.79K | ﹤0.01% | 5272 |
|
|
2024
Q4 | $19.2K | Sell |
443
-9
| -2% | -$380 | ﹤0.01% | 5376 |
|
|
2024
Q3 | $17.6K | Hold |
452
| – | – | ﹤0.01% | 5457 |
|
|
2024
Q2 | $12.7K | Buy |
452
+137
| +43% | +$3.69K | ﹤0.01% | 5634 |
|
|
2024
Q1 | $9.4K | Hold |
315
| – | – | ﹤0.01% | 5774 |
|
|
2023
Q4 | $9.93K | Sell |
315
-89
| -22% | -$2.49K | ﹤0.01% | 5832 |
|
|
2023
Q3 | $10.8K | Sell |
404
-209
| -34% | -$5.8K | ﹤0.01% | 5877 |
|
|
2023
Q2 | $15.3K | Sell |
613
-38
| -6% | -$1.03K | ﹤0.01% | 5733 |
|
|
2023
Q1 | $21.9K | Sell |
651
-256
| -28% | -$9.7K | ﹤0.01% | 5531 |
|
|
2022
Q4 | $35K | Sell |
907
-6,136
| -87% | -$230K | ﹤0.01% | 5192 |
|
|
2022
Q3 | $258K | Buy |
7,043
+448
| +7% | +$16.4K | ﹤0.01% | 3514 |
|
|
2022
Q2 | $225K | Buy |
6,595
+86
| +1% | +$3.18K | ﹤0.01% | 3676 |
|
|
2022
Q1 | $248K | Buy |
6,509
+582
| +10% | +$23.5K | ﹤0.01% | 3842 |
|
|
2021
Q4 | $239K | Buy |
5,927
+835
| +16% | +$33.1K | ﹤0.01% | 3788 |
|
|
2021
Q3 | $195K | Buy |
5,092
+175
| +4% | +$6.74K | ﹤0.01% | 3928 |
|
|
2021
Q2 | $182K | Buy |
4,917
+311
| +7% | +$11.3K | ﹤0.01% | 3938 |
|
|
2021
Q1 | $157K | Buy |
4,606
+1,409
| +44% | +$44.2K | ﹤0.01% | 3968 |
|
|
2020
Q4 | $88K | Buy |
3,197
+614
| +24% | +$15.7K | ﹤0.01% | 4143 |
|
|
2020
Q3 | $57K | Buy |
2,583
+91
| +4% | +$2.09K | ﹤0.01% | 4211 |
|
|
2020
Q2 | $59K | Buy |
2,492
+749
| +43% | +$18.4K | ﹤0.01% | 4078 |
|
|
2020
Q1 | $43K | Buy |
+1,743
| New | +$61.6K | ﹤0.01% | 4085 |
|
Osaic Holdings's EVBN Position: Q3 2025 in Review
Osaic Holdings sold out of Evans Bancorp Inc (EVBN) in Q3 2025, closing a stake of 304 shares — an estimated $11.6K sold.
Osaic Holdings first reported a position in EVBN in Q1 2020 and held it in 22 quarters. The position peaked at $258K in Q3 2022. 0 funds tracked by Wall St. Rank hold EVBN as of Q3 2025.
- Osaic Holdings reported no remaining Evans Bancorp Inc position as of Q3 2025 after selling out during the quarter.
- Osaic Holdings sold 304 Evans Bancorp Inc shares in Q3 2025, an estimated $11.6K.
- Osaic Holdings first reported a position in Evans Bancorp Inc in Q1 2020 and held it in 22 quarters.
- Osaic Holdings's Evans Bancorp Inc position peaked at $258K in Q3 2022.
- 0 funds tracked by Wall St. Rank held Evans Bancorp Inc as of Q3 2025.
Based on Osaic Holdings's 13F filing for Q3 2025, filed 14 Nov 2025.