IFP Advisors
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IFP Advisors’s EVI Industries EVI Stock Holding History

IFP 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
Q3 		$211 Buy
11
+1
+10% +$16 ﹤0.01% 4858
2026
Q2 		$148 Buy
10
+9
+900% +$166 ﹤0.01% 4904
2026
Q1 		$21 Hold
1
– – ﹤0.01% 4916
2025
Q4 		$25 Hold
1
– – ﹤0.01% 4781
2025
Q3 		$32 Buy
+1
New +$26 ﹤0.01% 4713
2025
Q2 		– Sell
-1
Closed -$18 – 4698
2025
Q1 		$17 Hold
1
– – ﹤0.01% 4186
2024
Q4 		$16 Buy
+1
New +$19 ﹤0.01% 4482

Other funds holding EVI

State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Sterling Capital Management
Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Fortitude Family Office
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Essential Partners
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return
Root Financial Partners
Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return
True Wealth Design
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

IFP Advisors's EVI Position: Q3 2026 in Review

IFP Advisors increased its EVI Industries (EVI) stake by 10% in Q3 2026, buying an estimated $16 and bringing the position to 11 shares worth $211. The position accounts for ﹤0.01% of the portfolio, ranked #4858.

IFP Advisors first reported a position in EVI in Q4 2024 and has held it in 7 quarters since. 9 funds tracked by Wall St. Rank hold EVI as of Q3 2026.

  • IFP Advisors held 11 shares of EVI Industries worth $211 as of Q3 2026.
  • IFP Advisors bought 1 EVI Industries share in Q3 2026, an estimated $16.
  • EVI Industries made up ﹤0.01% of IFP Advisors's portfolio in Q3 2026, its #4858 holding.
  • IFP Advisors first reported a position in EVI Industries in Q4 2024 and has held it in 7 quarters since.
  • 9 funds tracked by Wall St. Rank held EVI Industries as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.