Rockefeller Capital Management
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Rockefeller Capital Management’s EVI Industries EVI Stock Holding History

Rockefeller Capital Management’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 		$1.27K Sell
86
-222
-72% -$4.09K ﹤0.01% 4509
2026
Q1 		$6.34K Buy
308
+222
+258% +$4.97K ﹤0.01% 4171
2025
Q4 		$2.12K Buy
+86
New +$2.14K ﹤0.01% 4303
2022
Q4 		– Sell
-81
Closed -$1K – 3945
2022
Q3 		$1K Buy
+81
New +$956 ﹤0.01% 3705

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

Rockefeller Capital Management's EVI Position: Q2 2026 in Review

Rockefeller Capital Management reduced its EVI Industries (EVI) stake by 72% in Q2 2026, selling an estimated $4.09K and leaving 86 shares worth $1.27K. The position accounts for ﹤0.01% of the portfolio, ranked #4509.

Rockefeller Capital Management first reported a position in EVI in Q3 2022 and has held it in 4 quarters since. The position peaked at $6.34K in Q1 2026. 74 funds tracked by Wall St. Rank hold EVI as of Q2 2026.

  • Rockefeller Capital Management held 86 shares of EVI Industries worth $1.27K as of Q2 2026.
  • Rockefeller Capital Management sold 222 EVI Industries shares in Q2 2026, an estimated $4.09K.
  • EVI Industries made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q2 2026, its #4509 holding.
  • Rockefeller Capital Management first reported a position in EVI Industries in Q3 2022 and has held it in 4 quarters since.
  • Rockefeller Capital Management's EVI Industries position peaked at $6.34K in Q1 2026.
  • 74 funds tracked by Wall St. Rank held EVI Industries as of Q2 2026.

Based on Rockefeller Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.