Pinnacle Associates’s Eve Holding EVEX Stock Holding History

Pinnacle Associates’s Portfolio EVEX Stock Details EVEX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$338K	Sell	175,144 -86,598	-33%	-$206K	﹤0.01%	769
2026 Q2	$657K	Sell	261,742 -16,275	-6%	-$46.9K	0.01%	627
2026 Q1	$689K	Buy	278,017 +16,177	+6%	+$55.2K	0.01%	591
2025 Q4	$1.04M	Buy	261,840 +12,225	+5%	+$53.7K	0.01%	508
2025 Q3	$951K	Buy	249,615 +22,670	+10%	+$121K	0.01%	524
2025 Q2	$1.56M	Buy	226,945 +184,305	+432%	+$821K	0.02%	424
2025 Q1	$142K	Buy	+42,640	New	+$184K	﹤0.01%	805

Other funds holding EVEX

Kapitalo Investimentos Sao Paulo, Brazil $881M AUM 17.43% 1-Year Est. Return

Canal Insurance Company Greenville, South Carolina $426M AUM 30.47% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return

Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return

Pinnacle Associates's EVEX Position: Q3 2026 in Review

Pinnacle Associates reduced its Eve Holding (EVEX) stake by 33% in Q3 2026, selling an estimated $206K and leaving 175,144 shares worth $338K. The position accounts for ﹤0.01% of the portfolio, ranked #769.

Pinnacle Associates first reported a position in EVEX in Q1 2025 and has held it in 7 quarters since. The position peaked at $1.56M in Q2 2025. 14 funds tracked by Wall St. Rank hold EVEX as of Q3 2026.

Pinnacle Associates held 175,144 shares of Eve Holding worth $338K as of Q3 2026.
Pinnacle Associates sold 86,598 Eve Holding shares in Q3 2026, an estimated $206K.
Eve Holding made up ﹤0.01% of Pinnacle Associates's portfolio in Q3 2026, its #769 holding.
Pinnacle Associates first reported a position in Eve Holding in Q1 2025 and has held it in 7 quarters since.
Pinnacle Associates's Eve Holding position peaked at $1.56M in Q2 2025.
14 funds tracked by Wall St. Rank held Eve Holding as of Q3 2026.

Based on Pinnacle Associates's 13F filing for Q3 2026, filed 20 Oct 2026.