SVB Wealth’s EVI Industries EVI Stock Holding History

SVB Wealth’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
2025 Q2	–	Sell	-1,485	Closed	-$24.9K	–	886
2025 Q1	$24.9K	Buy	+1,485	New	+$25.9K	﹤0.01%	711

Other funds holding EVI

GAM

Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return

CCA

Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

BAM

Broadcrest Asset Management Winter Park, Florida $44.1M AUM 4.51% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Luther King Capital Management (LKCM) Fort Worth, Texas $23.1B AUM 21.31% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

ELI

Empire Life Investments Toronto, Ontario, Canada $1.79B AUM 38.49% 1-Year Est. Return

SVB Wealth's EVI Position: Q2 2025 in Review

SVB Wealth sold out of EVI Industries (EVI) in Q2 2025, closing a stake of 1,485 shares — an estimated $24.9K sold.

SVB Wealth first reported a position in EVI in Q1 2025 and held it in 1 quarter. The position peaked at $24.9K in Q1 2025. 57 funds tracked by Wall St. Rank hold EVI as of Q2 2025.

SVB Wealth reported no remaining EVI Industries position as of Q2 2025 after selling out during the quarter.
SVB Wealth sold 1,485 EVI Industries shares in Q2 2025, an estimated $24.9K.
SVB Wealth first reported a position in EVI Industries in Q1 2025 and held it in 1 quarter.
SVB Wealth's EVI Industries position peaked at $24.9K in Q1 2025.
57 funds tracked by Wall St. Rank held EVI Industries as of Q2 2025.

Based on SVB Wealth's 13F filing for Q2 2025, filed 14 Aug 2025.