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Allworth Financial’s EVI Industries EVI Stock Holding History

Allworth Financial’s Portfolio EVI Stock Details EVI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$134 Buy
9
+3
+50% +$55 ﹤0.01% 5005
2026
Q1 		$124 Buy
+6
New +$134 ﹤0.01% 4989

Other funds holding EVI

RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $24.4B AUM 22.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
ELI
Empire Life Investments Toronto, Ontario, Canada $1.79B AUM 38.49% 1-Year Est. Return
AC
Aristides Capital Louisville, Kentucky $514M AUM 29.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Allworth Financial's EVI Position: Q2 2026 in Review

Allworth Financial increased its EVI Industries (EVI) stake by 50% in Q2 2026, buying an estimated $55 and bringing the position to 9 shares worth $134. The position accounts for ﹤0.01% of the portfolio, ranked #5005.

Allworth Financial first reported a position in EVI in Q1 2026 and has held it in 2 quarters since. 74 funds tracked by Wall St. Rank hold EVI as of Q2 2026.

  • Allworth Financial held 9 shares of EVI Industries worth $134 as of Q2 2026.
  • Allworth Financial bought 3 EVI Industries shares in Q2 2026, an estimated $55.
  • EVI Industries made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #5005 holding.
  • Allworth Financial first reported a position in EVI Industries in Q1 2026 and has held it in 2 quarters since.
  • 74 funds tracked by Wall St. Rank held EVI Industries as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.