Pathstone Holdings
EVI icon

Pathstone Holdings’s EVI Industries EVI Stock Holding History

Pathstone Holdings’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 		$440K Sell
29,799
-16,084
-35% -$296K ﹤0.01% 1930
2026
Q1 		$944K Sell
45,883
-1,178
-3% -$26.4K ﹤0.01% 1440
2025
Q4 		$1.16M Sell
47,061
-2,463
-5% -$61.3K ﹤0.01% 1320
2025
Q3 		$1.57M Buy
49,524
+665
+1% +$17.4K 0.01% 1166
2025
Q2 		$1.07M Buy
48,859
+1,161
+2% +$20.7K ﹤0.01% 1357
2025
Q1 		$800K Buy
47,698
+6,034
+14% +$105K ﹤0.01% 1494
2024
Q4 		$681K Buy
41,664
+4,396
+12% +$83.8K ﹤0.01% 1582
2024
Q3 		$720K Sell
37,268
-3,158
-8% -$56.7K ﹤0.01% 1541
2024
Q2 		$765K Buy
40,426
+1,863
+5% +$38.7K ﹤0.01% 1467
2024
Q1 		$960K Buy
38,563
+27,225
+240% +$598K ﹤0.01% 1302
2023
Q4 		$269K Buy
+11,338
New +$287K ﹤0.01% 1902

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

Pathstone Holdings's EVI Position: Q2 2026 in Review

Pathstone Holdings reduced its EVI Industries (EVI) stake by 35% in Q2 2026, selling an estimated $296K and leaving 29,799 shares worth $440K. The position accounts for ﹤0.01% of the portfolio, ranked #1930.

Pathstone Holdings first reported a position in EVI in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.57M in Q3 2025. 74 funds tracked by Wall St. Rank hold EVI as of Q2 2026.

  • Pathstone Holdings held 29,799 shares of EVI Industries worth $440K as of Q2 2026.
  • Pathstone Holdings sold 16,084 EVI Industries shares in Q2 2026, an estimated $296K.
  • EVI Industries made up ﹤0.01% of Pathstone Holdings's portfolio in Q2 2026, its #1930 holding.
  • Pathstone Holdings first reported a position in EVI Industries in Q4 2023 and has held it in 11 quarters since.
  • Pathstone Holdings's EVI Industries position peaked at $1.57M in Q3 2025.
  • 74 funds tracked by Wall St. Rank held EVI Industries as of Q2 2026.

Based on Pathstone Holdings's 13F filing for Q2 2026, filed 13 Aug 2026.