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Pinnacle Wealth Planning Services’s Eve Holding EVEX Stock Holding History

Pinnacle Wealth Planning Services’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
Q1 		$613 Buy
247
+115
+87% +$393 ﹤0.01% 2608
2025
Q4 		$527 Buy
+132
New +$580 ﹤0.01% 2647

Other funds holding EVEX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
BGDI
BW Gestao de Investimentos Sao Paulo, Brazil $3.01B AUM 27.43% 1-Year Est. Return
UAH
United Airlines Holdings Chicago, Illinois $211M AUM
SGDR
SPX Gestao de Recursos Rio De Janeiro, Brazil $1.2B AUM 59.05% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
MCM
Masters Capital Management Atlanta, Georgia $3.03B AUM 57.21% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
KI
Kapitalo Investimentos Sao Paulo, Brazil $531M AUM 25.72% 1-Year Est. Return

Pinnacle Wealth Planning Services's EVEX Position: Q1 2026 in Review

Pinnacle Wealth Planning Services increased its Eve Holding (EVEX) stake by 87% in Q1 2026, buying an estimated $393 and bringing the position to 247 shares worth $613. The position accounts for ﹤0.01% of the portfolio, ranked #2608.

Pinnacle Wealth Planning Services first reported a position in EVEX in Q4 2025 and has held it in 2 quarters since. 142 funds tracked by Wall St. Rank hold EVEX as of Q1 2026.

  • Pinnacle Wealth Planning Services held 247 shares of Eve Holding worth $613 as of Q1 2026.
  • Pinnacle Wealth Planning Services bought 115 Eve Holding shares in Q1 2026, an estimated $393.
  • Eve Holding made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #2608 holding.
  • Pinnacle Wealth Planning Services first reported a position in Eve Holding in Q4 2025 and has held it in 2 quarters since.
  • 142 funds tracked by Wall St. Rank held Eve Holding as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.