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Integrated Wealth Concepts’s EVI Industries EVI Stock Holding History

Integrated Wealth Concepts’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 		$444 Buy
+30
New +$553 ﹤0.01% 5662

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

Integrated Wealth Concepts's EVI Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in EVI Industries (EVI) in Q2 2026: 30 shares worth $444. The stake represents ﹤0.01% of the portfolio and ranks #5662 among its holdings.

74 funds tracked by Wall St. Rank hold EVI as of Q2 2026.

  • Integrated Wealth Concepts held 30 shares of EVI Industries worth $444 as of Q2 2026.
  • EVI Industries was a new Integrated Wealth Concepts position in Q2 2026.
  • EVI Industries made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #5662 holding.
  • 74 funds tracked by Wall St. Rank held EVI Industries as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.