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
Q1 		$6.62K Sell
171
-110
-39% -$4.9K ﹤0.01% 1395
2025
Q4 		$13.5K Sell
281
-1
-0.4% -$46 ﹤0.01% 1367
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% 1361
2025
Q1 		$7K Sell
111
-19
-15% -$1.46K ﹤0.01% 1425
2024
Q4 		$10.8K Buy
+130
New +$11.9K ﹤0.01% 1404
2022
Q3 		– Sell
-226
Closed -$20K – 1465
2022
Q2 		$20K Sell
226
-465
-67% -$47.7K ﹤0.01% 1449
2022
Q1 		$81K Sell
691
-312
-31% -$35.4K ﹤0.01% 1365
2021
Q4 		$124K Sell
1,003
-203
-17% -$24.8K ﹤0.01% 1341
2021
Q3 		$136K Sell
1,206
-276
-19% -$29K ﹤0.01% 1265
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% 1286
2020
Q4 		$83K Buy
988
+226
+30% +$17.4K ﹤0.01% 1381
2020
Q3 		$48K Buy
762
+311
+69% +$21.4K ﹤0.01% 1405
2020
Q2 		$30K Sell
451
-76
-14% -$4.03K ﹤0.01% 1437
2020
Q1 		$19K Buy
527
+188
+55% +$10.7K ﹤0.01% 1388
2019
Q4 		$24K Sell
339
-31
-8% -$2.02K ﹤0.01% 1453
2019
Q3 		$23K Sell
370
-5
-1% -$309 ﹤0.01% 1466
2019
Q2 		$23K Buy
375
+112
+43% +$6.73K ﹤0.01% 1463
2019
Q1 		$17K Buy
+263
New +$16.4K ﹤0.01% 1713
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 $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

Advisors Asset Management's EFOR Position: Q1 2026 in Review

Advisors Asset Management reduced its Everforth Inc (EFOR) stake by 39% in Q1 2026, selling an estimated $4.9K and leaving 171 shares worth $6.62K. The position accounts for ﹤0.01% of the portfolio, ranked #1395.

Advisors Asset Management first reported a position in EFOR in Q2 2013 and has held it in 25 quarters since. The position peaked at $199K in Q3 2013. 249 funds tracked by Wall St. Rank hold EFOR as of Q1 2026.

  • Advisors Asset Management held 171 shares of Everforth Inc worth $6.62K as of Q1 2026.
  • Advisors Asset Management sold 110 Everforth Inc shares in Q1 2026, an estimated $4.9K.
  • Everforth Inc made up ﹤0.01% of Advisors Asset Management's portfolio in Q1 2026, its #1395 holding.
  • Advisors Asset Management first reported a position in Everforth Inc in Q2 2013 and has held it in 25 quarters since.
  • Advisors Asset Management's Everforth Inc position peaked at $199K in Q3 2013.
  • 249 funds tracked by Wall St. Rank held Everforth Inc as of Q1 2026.

Based on Advisors Asset Management's 13F filing for Q1 2026, filed 15 May 2026.