Sonen Capital’s Evans Bancorp Inc EVBN Stock Holding History

Sonen Capital’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
2023 Q2	–	Sell	-16,000	Closed	-$537K	–	104
2023 Q1	$537K	Sell	16,000 -5,000	-24%	-$190K	0.91%	35
2022 Q4	$785K	Hold	21,000	–	–	1.28%	26
2022 Q3	$770K	Hold	21,000	–	–	1.25%	25
2022 Q2	$714K	Hold	21,000	–	–	1.02%	34
2022 Q1	$798K	Hold	21,000	–	–	0.96%	36
2021 Q4	$846K	Buy	+21,000	New	+$831K	0.82%	42

Other funds holding EVBN

FCM

FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return

PCA

PL Capital Advisors Naples, Florida $332M AUM 17.89% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Fourthstone LLC St Louis, Missouri $590M AUM 29.58% 1-Year Est. Return

ECA

Endeavour Capital Advisors Greenwich, Connecticut $441M AUM 21.38% 1-Year Est. Return

EPCA

Elizabeth Park Capital Advisors Pepper Pike, Ohio $130M AUM 23.02% 1-Year Est. Return

Sonen Capital's EVBN Position: Q2 2023 in Review

Sonen Capital sold out of Evans Bancorp Inc (EVBN) in Q2 2023, closing a stake of 16,000 shares — an estimated $537K sold.

Sonen Capital first reported a position in EVBN in Q4 2021 and held it in 6 quarters. The position peaked at $846K in Q4 2021. 54 funds tracked by Wall St. Rank hold EVBN as of Q2 2023.

Sonen Capital reported no remaining Evans Bancorp Inc position as of Q2 2023 after selling out during the quarter.
Sonen Capital sold 16,000 Evans Bancorp Inc shares in Q2 2023, an estimated $537K.
Sonen Capital first reported a position in Evans Bancorp Inc in Q4 2021 and held it in 6 quarters.
Sonen Capital's Evans Bancorp Inc position peaked at $846K in Q4 2021.
54 funds tracked by Wall St. Rank held Evans Bancorp Inc as of Q2 2023.

Based on Sonen Capital's 13F filing for Q2 2023, filed 7 Aug 2023.