O'Shaughnessy Asset Management’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 |
-7,371
| Closed | -$287K | – | 2521 |
|
|
2025
Q1 | $287K | Sell |
7,371
-6,031
| -45% | -$253K | ﹤0.01% | 1614 |
|
|
2024
Q4 | $580K | Buy |
13,402
+4,133
| +45% | +$175K | ﹤0.01% | 1216 |
|
|
2024
Q3 | $372K | Buy |
+9,269
| New | +$317K | ﹤0.01% | 1358 |
|
|
2021
Q4 | – | Sell |
-75
| Closed | -$3K | – | 2571 |
|
|
2021
Q3 | $3K | Buy |
75
+41
| +121% | +$1.58K | ﹤0.01% | 2445 |
|
|
2021
Q2 | $1K | Hold |
34
| – | – | ﹤0.01% | 2512 |
|
|
2021
Q1 | $1K | Hold |
34
| – | – | ﹤0.01% | 2297 |
|
|
2020
Q4 | $1K | Sell |
34
-625
| -95% | -$16K | ﹤0.01% | 2014 |
|
|
2020
Q3 | $15K | Sell |
659
-159
| -19% | -$3.65K | ﹤0.01% | 1298 |
|
|
2020
Q2 | $19K | Sell |
818
-192
| -19% | -$4.71K | ﹤0.01% | 1152 |
|
|
2020
Q1 | $25K | Sell |
1,010
-102
| -9% | -$3.6K | ﹤0.01% | 903 |
|
|
2019
Q4 | $45K | Buy |
1,112
+134
| +14% | +$5.22K | ﹤0.01% | 991 |
|
|
2019
Q3 | $37K | Sell |
978
-39
| -4% | -$1.39K | ﹤0.01% | 749 |
|
|
2019
Q2 | $38K | Sell |
1,017
-14
| -1% | -$502 | ﹤0.01% | 743 |
|
|
2019
Q1 | $37K | Buy |
1,031
+713
| +224% | +$25K | ﹤0.01% | 738 |
|
|
2018
Q4 | $10K | Buy |
+318
| New | +$13K | ﹤0.01% | 791 |
|
Other funds holding EVBN
O'Shaughnessy Asset Management's EVBN Position: Q2 2025 in Review
O'Shaughnessy Asset Management sold out of Evans Bancorp Inc (EVBN) in Q2 2025, closing a stake of 7,371 shares — an estimated $287K sold.
O'Shaughnessy Asset Management first reported a position in EVBN in Q4 2018 and held it in 15 quarters. The position peaked at $580K in Q4 2024. 1 fund tracked by Wall St. Rank holds EVBN as of Q2 2025.
- O'Shaughnessy Asset Management reported no remaining Evans Bancorp Inc position as of Q2 2025 after selling out during the quarter.
- O'Shaughnessy Asset Management sold 7,371 Evans Bancorp Inc shares in Q2 2025, an estimated $287K.
- O'Shaughnessy Asset Management first reported a position in Evans Bancorp Inc in Q4 2018 and held it in 15 quarters.
- O'Shaughnessy Asset Management's Evans Bancorp Inc position peaked at $580K in Q4 2024.
- 1 fund tracked by Wall St. Rank held Evans Bancorp Inc as of Q2 2025.
Based on O'Shaughnessy Asset Management's 13F filing for Q2 2025, filed 12 Aug 2025.