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Rothschild Investment LLC’s Eve Holding EVEX Stock Holding History

Rothschild Investment LLC’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 		$3.85K Buy
1,534
+1,045
+214% +$3.01K ﹤0.01% 2427
2026
Q1 		$1.21K Buy
489
+452
+1,222% +$1.54K ﹤0.01% 2786
2025
Q4 		$148 Buy
+37
New +$163 ﹤0.01% 3157

Other funds holding EVEX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
FSC
Fourth Sail Capital Camana Bay Grand Cayman, Cayman Islands $660M AUM 27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
SGDR
SPX Gestao de Recursos Rio De Janeiro, Brazil $898M AUM 45.5% 1-Year Est. Return
PA
Pinnacle Associates New York $9.16B AUM 63.5% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
JDLA
J. Derek Lewis & Associates Newport Beach, California $529M AUM
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
P8IP
Pier 88 Investment Partners San Francisco, California $421M AUM 14.71% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Rothschild Investment LLC's EVEX Position: Q2 2026 in Review

Rothschild Investment LLC increased its Eve Holding (EVEX) stake by 214% in Q2 2026, buying an estimated $3.01K and bringing the position to 1,534 shares worth $3.85K. The position accounts for ﹤0.01% of the portfolio, ranked #2427.

Rothschild Investment LLC first reported a position in EVEX in Q4 2025 and has held it in 3 quarters since. 45 funds tracked by Wall St. Rank hold EVEX as of Q2 2026.

  • Rothschild Investment LLC held 1,534 shares of Eve Holding worth $3.85K as of Q2 2026.
  • Rothschild Investment LLC bought 1,045 Eve Holding shares in Q2 2026, an estimated $3.01K.
  • Eve Holding made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #2427 holding.
  • Rothschild Investment LLC first reported a position in Eve Holding in Q4 2025 and has held it in 3 quarters since.
  • 45 funds tracked by Wall St. Rank held Eve Holding as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.