RWM
EVBN

Ritholtz Wealth Management’s Evans Bancorp Inc EVBN Stock Holding History

Ritholtz Wealth Management’s Portfolio EVBN Stock Details EVBN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-7,022
Closed -$304K – 977
2024
Q4 		$304K Buy
7,022
+1,417
+25% +$59.8K 0.01% 699
2024
Q3 		$218K Buy
+5,605
New +$192K 0.01% 794

Other funds holding EVBN

PCA
PL Capital Advisors Naples, Florida $332M AUM 17.89% 1-Year Est. Return
OBAM
ODDO BHF Asset Management Paris, France $2.54B AUM 41.83% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GLAM
Gardner Lewis Asset Management Chadds Ford, Pennsylvania $462M AUM 65.29% 1-Year Est. Return
ECA
Endeavour Capital Advisors Greenwich, Connecticut $441M AUM 21.38% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
CIEC
Crédit Industriel et Commercial Paris France, France $1.55B AUM 42.08% 1-Year Est. Return
CCM
Chicago Capital Management Chicago, Illinois $112M AUM 76.54% 1-Year Est. Return

Ritholtz Wealth Management's EVBN Position: Q1 2025 in Review

Ritholtz Wealth Management sold out of Evans Bancorp Inc (EVBN) in Q1 2025, closing a stake of 7,022 shares — an estimated $304K sold.

Ritholtz Wealth Management first reported a position in EVBN in Q3 2024 and held it in 2 quarters. The position peaked at $304K in Q4 2024. 71 funds tracked by Wall St. Rank hold EVBN as of Q1 2025.

  • Ritholtz Wealth Management reported no remaining Evans Bancorp Inc position as of Q1 2025 after selling out during the quarter.
  • Ritholtz Wealth Management sold 7,022 Evans Bancorp Inc shares in Q1 2025, an estimated $304K.
  • Ritholtz Wealth Management first reported a position in Evans Bancorp Inc in Q3 2024 and held it in 2 quarters.
  • Ritholtz Wealth Management's Evans Bancorp Inc position peaked at $304K in Q4 2024.
  • 71 funds tracked by Wall St. Rank held Evans Bancorp Inc as of Q1 2025.

Based on Ritholtz Wealth Management's 13F filing for Q1 2025, filed 17 Apr 2025.