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
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 $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 $5.72T AUM 30.48% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 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

Rockefeller Capital Management's EVI Position: Q1 2026 in Review

Rockefeller Capital Management increased its EVI Industries (EVI) stake by 258% in Q1 2026, buying an estimated $4.97K and bringing the position to 308 shares worth $6.34K. The position accounts for ﹤0.01% of the portfolio, ranked #4171.

Rockefeller Capital Management first reported a position in EVI in Q3 2022 and has held it in 3 quarters since. 74 funds tracked by Wall St. Rank hold EVI as of Q1 2026.

  • Rockefeller Capital Management held 308 shares of EVI Industries worth $6.34K as of Q1 2026.
  • Rockefeller Capital Management bought 222 EVI Industries shares in Q1 2026, an estimated $4.97K.
  • EVI Industries made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q1 2026, its #4171 holding.
  • Rockefeller Capital Management first reported a position in EVI Industries in Q3 2022 and has held it in 3 quarters since.
  • 74 funds tracked by Wall St. Rank held EVI Industries as of Q1 2026.

Based on Rockefeller Capital Management's 13F filing for Q1 2026, filed 14 May 2026.