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Steward Partners Investment Advisory’s EVI Industries EVI Stock Holding History

Steward Partners Investment Advisory’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 		$1.31K Buy
+89
New +$1.64K ﹤0.01% 4326
2021
Q4 		– Sell
-30
Closed -$1K – 3214
2021
Q3 		$1K Hold
30
– – ﹤0.01% 3061
2021
Q2 		$1K Sell
30
-1,485
-98% -$43.4K ﹤0.01% 6954
2021
Q1 		$43.6K Sell
1,515
-33
-2% -$1.16K ﹤0.01% 2064
2020
Q4 		$46K Buy
1,548
+33
+2% +$1.01K ﹤0.01% 1707
2020
Q3 		$40K Sell
1,515
-2,643
-64% -$64.5K ﹤0.01% 1594
2020
Q2 		$90K Sell
4,158
-8,573
-67% -$169K ﹤0.01% 1196
2020
Q1 		$200K Buy
12,731
+4,927
+63% +$111K 0.01% 793
2019
Q4 		$211K Buy
7,804
+1,936
+33% +$60.7K 0.01% 866
2019
Q3 		$187K Sell
5,868
-3
-0.1% -$100 0.01% 871
2019
Q2 		$224K Buy
5,871
+397
+7% +$14.7K 0.01% 778
2019
Q1 		$208K Buy
+5,474
New +$200K 0.01% 733
2018
Q4 		– Sell
-4,491
Closed -$175K – 1180
2018
Q3 		$175K Buy
4,491
+152
+4% +$6.39K 0.01% 758
2018
Q2 		$175K Buy
4,339
+394
+10% +$15.2K 0.01% 687
2018
Q1 		$154K Buy
3,945
+203
+5% +$7.6K 0.01% 670
2017
Q4 		$149K Buy
3,742
+1,747
+88% +$49.9K 0.01% 571
2017
Q3 		$55K Buy
1,995
+918
+85% +$25.9K 0.01% 669
2017
Q2 		$29K Buy
+1,077
New +$24.9K ﹤0.01% 772

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

Steward Partners Investment Advisory's EVI Position: Q2 2026 in Review

Steward Partners Investment Advisory opened a new position in EVI Industries (EVI) in Q2 2026: 89 shares worth $1.31K. The stake represents ﹤0.01% of the portfolio and ranks #4326 among its holdings. This is a return to the name: Steward Partners Investment Advisory previously reported a position in EVI as recently as Q3 2021.

Steward Partners Investment Advisory first reported a position in EVI in Q2 2017 and has held it in 18 quarters since. The position peaked at $224K in Q2 2019. 73 funds tracked by Wall St. Rank hold EVI as of Q2 2026.

  • Steward Partners Investment Advisory held 89 shares of EVI Industries worth $1.31K as of Q2 2026.
  • EVI Industries was a new Steward Partners Investment Advisory position in Q2 2026.
  • EVI Industries made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #4326 holding.
  • Steward Partners Investment Advisory first reported a position in EVI Industries in Q2 2017 and has held it in 18 quarters since.
  • Steward Partners Investment Advisory's EVI Industries position peaked at $224K in Q2 2019.
  • 73 funds tracked by Wall St. Rank held EVI Industries as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.