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Sunbelt Securities’s EVI Industries EVI Stock Holding History

Sunbelt Securities’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 		$21 Hold
1
– – ﹤0.01% 2875
2025
Q4 		$25 Hold
1
– – ﹤0.01% 2714
2025
Q3 		$32 Buy
+1
New +$26 ﹤0.01% 2629

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

Sunbelt Securities's EVI Position: Q1 2026 in Review

Sunbelt Securities held its EVI Industries (EVI) position steady in Q1 2026 at 1 share worth $21. The position accounts for ﹤0.01% of the portfolio, ranked #2875.

Sunbelt Securities first reported a position in EVI in Q3 2025 and has held it in 3 quarters since. The position peaked at $32 in Q3 2025. 74 funds tracked by Wall St. Rank hold EVI as of Q1 2026.

  • Sunbelt Securities held 1 share of EVI Industries worth $21 as of Q1 2026.
  • Sunbelt Securities left its EVI Industries share count unchanged in Q1 2026.
  • EVI Industries made up ﹤0.01% of Sunbelt Securities's portfolio in Q1 2026, its #2875 holding.
  • Sunbelt Securities first reported a position in EVI Industries in Q3 2025 and has held it in 3 quarters since.
  • Sunbelt Securities's EVI Industries position peaked at $32 in Q3 2025.
  • 74 funds tracked by Wall St. Rank held EVI Industries as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.