Root Financial Partners
EVEX icon

Root Financial Partners’s Eve Holding EVEX Stock Holding History

Root Financial Partners’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 		$940 Buy
+487
New +$1.16K ﹤0.01% 2975
2026
Q2 		– Sell
-404
Closed -$1K – 1288
2026
Q1 		$1K Buy
+404
New +$1.38K ﹤0.01% 2616

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J. Derek Lewis & Associates
J. Derek Lewis & Associates Newport Beach, California $555M AUM 11.63% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Pinnacle Associates
Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Canal Insurance Company
Canal Insurance Company Greenville, South Carolina $426M AUM 30.47% 1-Year Est. Return
Pier 88 Investment Partners
Pier 88 Investment Partners San Francisco, California $407M AUM 13.17% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
State of Wyoming
State of Wyoming Cheyenne, Wyoming $1.29B AUM 32.25% 1-Year Est. Return

Root Financial Partners's EVEX Position: Q3 2026 in Review

Root Financial Partners opened a new position in Eve Holding (EVEX) in Q3 2026: 487 shares worth $940. The stake represents ﹤0.01% of the portfolio and ranks #2975 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in EVEX as recently as Q1 2026.

Root Financial Partners first reported a position in EVEX in Q1 2026 and has held it in 2 quarters since. The position peaked at $1K in Q1 2026. 50 funds tracked by Wall St. Rank hold EVEX as of Q3 2026.

  • Root Financial Partners held 487 shares of Eve Holding worth $940 as of Q3 2026.
  • Eve Holding was a new Root Financial Partners position in Q3 2026.
  • Eve Holding made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #2975 holding.
  • Root Financial Partners first reported a position in Eve Holding in Q1 2026 and has held it in 2 quarters since.
  • Root Financial Partners's Eve Holding position peaked at $1K in Q1 2026.
  • 50 funds tracked by Wall St. Rank held Eve Holding as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.