Swedbank’s EVI Industries EVI Stock Holding History

Swedbank’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 Q3	–	Sell	-66,177	Closed	-$978K	–	710
2026 Q2	$978K	Sell	66,177 -308,823	-82%	-$5.69M	﹤0.01%	675
2026 Q1	$7.72M	Hold	375,000	–	–	0.01%	520
2025 Q4	$9.24M	Hold	375,000	–	–	0.01%	516
2025 Q3	$11.9M	Hold	375,000	–	–	0.01%	464
2025 Q2	$8.19M	Hold	375,000	–	–	0.01%	501
2025 Q1	$6.29M	Hold	375,000	–	–	0.01%	523
2024 Q4	$6.13M	Hold	375,000	–	–	0.01%	529
2024 Q3	$7.25M	Hold	375,000	–	–	0.01%	495
2024 Q2	$7.1M	Hold	375,000	–	–	0.01%	485
2024 Q1	$9.34M	Buy	375,000 +15,000	+4%	+$329K	0.01%	461
2023 Q4	$8.54M	Hold	360,000	–	–	0.01%	458
2023 Q3	$8.94M	Buy	360,000 +179,055	+99%	+$4.52M	0.02%	429
2023 Q2	$3.98M	Buy	180,945 +100,143	+124%	+$2.04M	0.01%	543
2023 Q1	$1.6M	Buy	+80,802	New	+$1.68M	﹤0.01%	607

Other funds holding EVI

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

SJS Investment Consulting Sylvania, Ohio $993M AUM 16.29% 1-Year Est. Return

Swedbank's EVI Position: Q3 2026 in Review

Swedbank sold out of EVI Industries (EVI) in Q3 2026, closing a stake of 66,177 shares — an estimated $978K sold.

Swedbank first reported a position in EVI in Q1 2023 and held it in 14 quarters. The position peaked at $11.9M in Q3 2025. 10 funds tracked by Wall St. Rank hold EVI as of Q3 2026.

Swedbank reported no remaining EVI Industries position as of Q3 2026 after selling out during the quarter.
Swedbank sold 66,177 EVI Industries shares in Q3 2026, an estimated $978K.
Swedbank first reported a position in EVI Industries in Q1 2023 and held it in 14 quarters.
Swedbank's EVI Industries position peaked at $11.9M in Q3 2025.
10 funds tracked by Wall St. Rank held EVI Industries as of Q3 2026.

Based on Swedbank's 13F filing for Q3 2026, filed 27 Oct 2026.