AAM
EFOR

Advisors Asset Management’s Everforth Inc EFOR Stock Holding History

Advisors Asset Management’s Portfolio EFOR Stock Details EFOR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.06K Hold
171
– – ﹤0.01% 1375
2026
Q1 		$6.62K Sell
171
-110
-39% -$4.9K ﹤0.01% 1395
2025
Q4 		$13.5K Sell
281
-1
-0.4% -$46 ﹤0.01% 1371
2025
Q3 		$26.2K Sell
282
-2
-0.7% -$102 ﹤0.01% 1341
2025
Q2 		$14.2K Buy
284
+173
+156% +$9.45K ﹤0.01% 1363
2025
Q1 		$7K Sell
111
-19
-15% -$1.46K ﹤0.01% 1428
2024
Q4 		$10.8K Buy
+130
New +$11.9K ﹤0.01% 1406
2022
Q3 		– Sell
-226
Closed -$20K – 1466
2022
Q2 		$20K Sell
226
-465
-67% -$47.7K ﹤0.01% 1451
2022
Q1 		$80.6K Sell
691
-312
-31% -$35.4K ﹤0.01% 1368
2021
Q4 		$124K Sell
1,003
-203
-17% -$24.8K ﹤0.01% 1344
2021
Q3 		$136K Sell
1,206
-276
-19% -$29K ﹤0.01% 1266
2021
Q2 		$144K Buy
1,482
+69
+5% +$7.05K ﹤0.01% 1256
2021
Q1 		$135K Buy
1,413
+425
+43% +$39.3K ﹤0.01% 1288
2020
Q4 		$83K Buy
988
+226
+30% +$17.4K ﹤0.01% 1382
2020
Q3 		$48.4K Buy
762
+311
+69% +$21.4K ﹤0.01% 1405
2020
Q2 		$30.1K Sell
451
-76
-14% -$4.03K ﹤0.01% 1437
2020
Q1 		$18.6K Buy
527
+188
+55% +$10.7K ﹤0.01% 1394
2019
Q4 		$24.1K Sell
339
-31
-8% -$2.02K ﹤0.01% 1455
2019
Q3 		$23.3K Sell
370
-5
-1% -$309 ﹤0.01% 1465
2019
Q2 		$22.7K Buy
375
+112
+43% +$6.73K ﹤0.01% 1464
2019
Q1 		$16.7K Buy
+263
New +$16.4K ﹤0.01% 1485
2014
Q3 		– Sell
-1,214
Closed -$43K – 1779
2014
Q2 		$43K Sell
1,214
-1,261
-51% -$45.1K ﹤0.01% 1693
2014
Q1 		$96K Sell
2,475
-1,651
-40% -$55.4K ﹤0.01% 1447
2013
Q4 		$144K Sell
4,126
-1,899
-32% -$63.3K ﹤0.01% 1296
2013
Q3 		$199K Buy
6,025
+1,446
+32% +$44.8K ﹤0.01% 1124
2013
Q2 		$122K Buy
+4,579
New +$115K ﹤0.01% 1242

Other funds holding EFOR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Advisors Asset Management's EFOR Position: Q2 2026 in Review

Advisors Asset Management held its Everforth Inc (EFOR) position steady in Q2 2026 at 171 shares worth $3.06K. The position accounts for ﹤0.01% of the portfolio, ranked #1375.

Advisors Asset Management first reported a position in EFOR in Q2 2013 and has held it in 26 quarters since. The position peaked at $199K in Q3 2013. 247 funds tracked by Wall St. Rank hold EFOR as of Q2 2026.

  • Advisors Asset Management held 171 shares of Everforth Inc worth $3.06K as of Q2 2026.
  • Advisors Asset Management left its Everforth Inc share count unchanged in Q2 2026.
  • Everforth Inc made up ﹤0.01% of Advisors Asset Management's portfolio in Q2 2026, its #1375 holding.
  • Advisors Asset Management first reported a position in Everforth Inc in Q2 2013 and has held it in 26 quarters since.
  • Advisors Asset Management's Everforth Inc position peaked at $199K in Q3 2013.
  • 247 funds tracked by Wall St. Rank held Everforth Inc as of Q2 2026.

Based on Advisors Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.