RFP
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
Q1 		$103 Buy
+5
New +$112 ﹤0.01% 3275

Other funds holding EVI

RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 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 $1.79B AUM 38.49% 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

Root Financial Partners's EVI Position: Q1 2026 in Review

Root Financial Partners opened a new position in EVI Industries (EVI) in Q1 2026: 5 shares worth $103. The stake represents ﹤0.01% of the portfolio and ranks #3275 among its holdings.

74 funds tracked by Wall St. Rank hold EVI as of Q1 2026.

  • Root Financial Partners held 5 shares of EVI Industries worth $103 as of Q1 2026.
  • EVI Industries was a new Root Financial Partners position in Q1 2026.
  • EVI Industries made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #3275 holding.
  • 74 funds tracked by Wall St. Rank held EVI Industries as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.