CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s EVI Industries EVI Stock Holding History

CAPTRUST Financial Advisors’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 		$2.68M Sell
130,209
-5,452
-4% -$122K ﹤0.01% 1061
2025
Q4 		$3.34M Sell
135,661
-2
-0% -$50 0.01% 832
2025
Q3 		$4.29M Sell
135,663
-7,592
-5% -$199K 0.01% 695
2025
Q2 		$3.13M Sell
143,255
-1,278
-0.9% -$22.8K 0.01% 783
2025
Q1 		$2.43M Buy
144,533
+19
+0% +$332 0.01% 827
2024
Q4 		$2.36M Buy
144,514
+5,529
+4% +$105K 0.01% 819
2024
Q3 		$2.69M Buy
138,985
+1,472
+1% +$26.4K 0.01% 741
2024
Q2 		$2.6M Sell
137,513
-5,160
-4% -$107K 0.01% 701
2024
Q1 		$3.55M Sell
142,673
-1,462
-1% -$32.1K 0.01% 591
2023
Q4 		$3.42M Sell
144,135
-1,391
-1% -$35.2K 0.01% 691
2023
Q3 		$3.61M Hold
145,526
– – 0.01% 632
2023
Q2 		$3.2M Hold
145,526
– – 0.01% 652
2023
Q1 		$2.88M Sell
145,526
-900
-0.6% -$18.7K 0.01% 625
2022
Q4 		$3.5M Sell
146,426
-10,183
-7% -$200K 0.02% 540
2022
Q3 		$2.84M Buy
+156,609
New +$1.85M 0.02% 562

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

CAPTRUST Financial Advisors's EVI Position: Q1 2026 in Review

CAPTRUST Financial Advisors reduced its EVI Industries (EVI) stake by 4% in Q1 2026, selling an estimated $122K and leaving 130,209 shares worth $2.68M. The position accounts for ﹤0.01% of the portfolio, ranked #1061.

CAPTRUST Financial Advisors first reported a position in EVI in Q3 2022 and has held it in 15 quarters since. The position peaked at $4.29M in Q3 2025. 74 funds tracked by Wall St. Rank hold EVI as of Q1 2026.

  • CAPTRUST Financial Advisors held 130,209 shares of EVI Industries worth $2.68M as of Q1 2026.
  • CAPTRUST Financial Advisors sold 5,452 EVI Industries shares in Q1 2026, an estimated $122K.
  • EVI Industries made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q1 2026, its #1061 holding.
  • CAPTRUST Financial Advisors first reported a position in EVI Industries in Q3 2022 and has held it in 15 quarters since.
  • CAPTRUST Financial Advisors's EVI Industries position peaked at $4.29M in Q3 2025.
  • 74 funds tracked by Wall St. Rank held EVI Industries as of Q1 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.