UCFA
EVBN

United Capital Financial Advisors’s Evans Bancorp Inc EVBN Stock Holding History

United Capital Financial Advisors’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
Q1 		– Sell
-6,438
Closed -$241K – 1086
2022
Q4 		$241K Hold
6,438
– – ﹤0.01% 937
2022
Q3 		$236K Hold
6,438
– – ﹤0.01% 971
2022
Q2 		$219K Hold
6,438
– – ﹤0.01% 1030
2022
Q1 		$245K Hold
6,438
– – ﹤0.01% 1061
2021
Q4 		$259K Hold
6,438
– – ﹤0.01% 1080
2021
Q3 		$247K Hold
6,438
– – ﹤0.01% 1079
2021
Q2 		$239K Hold
6,438
– – ﹤0.01% 1094
2021
Q1 		$218K Buy
+6,438
New +$202K ﹤0.01% 1092
2020
Q1 		– Sell
-6,438
Closed -$258K – 1393
2019
Q4 		$258K Hold
6,438
– – ﹤0.01% 1196
2019
Q3 		$241K Hold
6,438
– – ﹤0.01% 1135
2019
Q2 		$243K Hold
6,438
– – ﹤0.01% 1296
2019
Q1 		$230K Hold
6,438
– – ﹤0.01% 1227
2018
Q4 		$209K Hold
6,438
– – ﹤0.01% 1192
2018
Q3 		$302K Hold
6,438
– – ﹤0.01% 1109
2018
Q2 		$297K Hold
6,438
– – ﹤0.01% 1081
2018
Q1 		$291K Hold
6,438
– – ﹤0.01% 1107
2017
Q4 		$270K Hold
6,438
– – ﹤0.01% 1149
2017
Q3 		$278K Hold
6,438
– – ﹤0.01% 1137
2017
Q2 		$257K Hold
6,438
– – ﹤0.01% 1126
2017
Q1 		$247K Hold
6,438
– – ﹤0.01% 1120
2016
Q4 		$203K Buy
+6,438
New +$197K ﹤0.01% 1182

Other funds holding EVBN

FCM
FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return
PCA
PL Capital Advisors Naples, Florida $360M AUM 32.54% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
FL
Fourthstone LLC St Louis, Missouri $590M AUM 29.58% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
ECA
Endeavour Capital Advisors Greenwich, Connecticut $487M AUM 31.85% 1-Year Est. Return
EPCA
Elizabeth Park Capital Advisors Pepper Pike, Ohio $130M AUM 23.02% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

United Capital Financial Advisors's EVBN Position: Q1 2023 in Review

United Capital Financial Advisors sold out of Evans Bancorp Inc (EVBN) in Q1 2023, closing a stake of 6,438 shares — an estimated $241K sold.

United Capital Financial Advisors first reported a position in EVBN in Q4 2016 and held it in 21 quarters. The position peaked at $302K in Q3 2018. 42 funds tracked by Wall St. Rank hold EVBN as of Q1 2023.

  • United Capital Financial Advisors reported no remaining Evans Bancorp Inc position as of Q1 2023 after selling out during the quarter.
  • United Capital Financial Advisors sold 6,438 Evans Bancorp Inc shares in Q1 2023, an estimated $241K.
  • United Capital Financial Advisors first reported a position in Evans Bancorp Inc in Q4 2016 and held it in 21 quarters.
  • United Capital Financial Advisors's Evans Bancorp Inc position peaked at $302K in Q3 2018.
  • 42 funds tracked by Wall St. Rank held Evans Bancorp Inc as of Q1 2023.

Based on United Capital Financial Advisors's 13F filing for Q1 2023, filed 15 May 2023.