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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
Q2 		$620 Hold
247
– – ﹤0.01% 2631
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
BGDI
BW Gestao de Investimentos Sao Paulo, Brazil $5.05B AUM 36.49% 1-Year Est. Return
FSC
Fourth Sail Capital Camana Bay Grand Cayman, Cayman Islands $660M AUM 27% 1-Year Est. Return
UAH
United Airlines Holdings Chicago, Illinois $385M AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
MCM
Masters Capital Management Atlanta, Georgia $3.9B AUM 50.88% 1-Year Est. Return

Pinnacle Wealth Planning Services's EVEX Position: Q2 2026 in Review

Pinnacle Wealth Planning Services held its Eve Holding (EVEX) position steady in Q2 2026 at 247 shares worth $620. The position accounts for ﹤0.01% of the portfolio, ranked #2631.

Pinnacle Wealth Planning Services first reported a position in EVEX in Q4 2025 and has held it in 3 quarters since. 150 funds tracked by Wall St. Rank hold EVEX as of Q2 2026.

  • Pinnacle Wealth Planning Services held 247 shares of Eve Holding worth $620 as of Q2 2026.
  • Pinnacle Wealth Planning Services left its Eve Holding share count unchanged in Q2 2026.
  • Eve Holding made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #2631 holding.
  • Pinnacle Wealth Planning Services first reported a position in Eve Holding in Q4 2025 and has held it in 3 quarters since.
  • 150 funds tracked by Wall St. Rank held Eve Holding as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.