Root Financial Partners
EVI icon

Root Financial Partners’s EVI Industries EVI Stock Holding History

Root Financial Partners’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
Q3 		$249 Buy
+13
New +$205 ﹤0.01% 3456
2026
Q2 		– Sell
-5
Closed -$103 – 1290
2026
Q1 		$103 Buy
+5
New +$112 ﹤0.01% 3275

Other funds holding EVI

Heritage Investors Management Corp
Heritage Investors Management Corp Bethesda, Maryland $3.52B AUM 30.22% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Sterling Capital Management
Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Fortitude Family Office
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Essential Partners
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
True Wealth Design
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return
SJS Investment Consulting
SJS Investment Consulting Sylvania, Ohio $993M AUM 16.29% 1-Year Est. Return

Root Financial Partners's EVI Position: Q3 2026 in Review

Root Financial Partners opened a new position in EVI Industries (EVI) in Q3 2026: 13 shares worth $249. The stake represents ﹤0.01% of the portfolio and ranks #3456 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in EVI as recently as Q1 2026.

Root Financial Partners first reported a position in EVI in Q1 2026 and has held it in 2 quarters since. 11 funds tracked by Wall St. Rank hold EVI as of Q3 2026.

  • Root Financial Partners held 13 shares of EVI Industries worth $249 as of Q3 2026.
  • EVI Industries was a new Root Financial Partners position in Q3 2026.
  • EVI Industries made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #3456 holding.
  • Root Financial Partners first reported a position in EVI Industries in Q1 2026 and has held it in 2 quarters since.
  • 11 funds tracked by Wall St. Rank held EVI Industries as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.