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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
Q2 		– Sell
-5
Closed -$103 – 1290
2026
Q1 		$103 Buy
+5
New +$112 ﹤0.01% 3275

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Fidelity Investments
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Fifth Third Bancorp
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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

Root Financial Partners's EVI Position: Q2 2026 in Review

Root Financial Partners sold out of EVI Industries (EVI) in Q2 2026, closing a stake of 5 shares — an estimated $103 sold.

Root Financial Partners first reported a position in EVI in Q1 2026 and held it in 1 quarter. The position peaked at $103 in Q1 2026. 73 funds tracked by Wall St. Rank hold EVI as of Q2 2026.

  • Root Financial Partners reported no remaining EVI Industries position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 5 EVI Industries shares in Q2 2026, an estimated $103.
  • Root Financial Partners first reported a position in EVI Industries in Q1 2026 and held it in 1 quarter.
  • Root Financial Partners's EVI Industries position peaked at $103 in Q1 2026.
  • 73 funds tracked by Wall St. Rank held EVI Industries as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.