Bailard’s EVI Industries EVI Stock Holding History

Bailard’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 Q1	–	Sell	-10,234	Closed	-$252K	–	770
2025 Q4	$252K	Buy	+10,234	New	+$255K	0.01%	650
2025 Q2	–	Sell	-11,664	Closed	-$196K	–	780
2025 Q1	$196K	Buy	+11,664	New	+$204K	0.01%	698

Other funds holding EVI

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

CCA

Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return

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

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Luther King Capital Management (LKCM) Fort Worth, Texas $23.1B AUM 21.31% 1-Year Est. Return

ELI

Empire Life Investments Toronto, Ontario, Canada $1.65B AUM 29.46% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bailard's EVI Position: Q1 2026 in Review

Bailard sold out of EVI Industries (EVI) in Q1 2026, closing a stake of 10,234 shares — an estimated $252K sold.

Bailard first reported a position in EVI in Q1 2025 and held it in 2 quarters. The position peaked at $252K in Q4 2025. 74 funds tracked by Wall St. Rank hold EVI as of Q1 2026.

Bailard reported no remaining EVI Industries position as of Q1 2026 after selling out during the quarter.
Bailard sold 10,234 EVI Industries shares in Q1 2026, an estimated $252K.
Bailard first reported a position in EVI Industries in Q1 2025 and held it in 2 quarters.
Bailard's EVI Industries position peaked at $252K in Q4 2025.
74 funds tracked by Wall St. Rank held EVI Industries as of Q1 2026.

Based on Bailard's 13F filing for Q1 2026, filed 11 May 2026.