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Callan Family Office’s EVI Industries EVI Stock Holding History

Callan Family Office’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 		$302K Buy
14,694
+74
+0.5% +$1.66K 0.01% 929
2025
Q4 		$360K Buy
+14,620
New +$364K 0.01% 873

Other funds holding EVI

RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Swedbank
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)
Luther King Capital Management (LKCM) Fort Worth, Texas $23.1B AUM 21.31% 1-Year Est. Return
ELI
Empire Life Investments Toronto, Ontario, Canada $1.79B AUM 38.49% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Callan Family Office's EVI Position: Q1 2026 in Review

Callan Family Office increased its EVI Industries (EVI) stake by 0.51% in Q1 2026, buying an estimated $1.66K and bringing the position to 14,694 shares worth $302K. The position accounts for 0.01% of the portfolio, ranked #929.

Callan Family Office first reported a position in EVI in Q4 2025 and has held it in 2 quarters since. The position peaked at $360K in Q4 2025. 74 funds tracked by Wall St. Rank hold EVI as of Q1 2026.

  • Callan Family Office held 14,694 shares of EVI Industries worth $302K as of Q1 2026.
  • Callan Family Office bought 74 EVI Industries shares in Q1 2026, an estimated $1.66K.
  • EVI Industries made up 0.01% of Callan Family Office's portfolio in Q1 2026, its #929 holding.
  • Callan Family Office first reported a position in EVI Industries in Q4 2025 and has held it in 2 quarters since.
  • Callan Family Office's EVI Industries position peaked at $360K in Q4 2025.
  • 74 funds tracked by Wall St. Rank held EVI Industries as of Q1 2026.

Based on Callan Family Office's 13F filing for Q1 2026, filed 13 May 2026.