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
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 $10.1B AUM 42.88% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $95.1B AUM 30.55% 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 $1.65B AUM 29.46% 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