Allianz Asset Management
EFOR

Allianz Asset Management’s Everforth Inc EFOR Stock Holding History

Allianz 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 		$19.9M Buy
513,980
+143,798
+39% +$6.41M 0.02% 617
2025
Q4 		$17.8M Buy
370,182
+122,176
+49% +$5.63M 0.02% 649
2025
Q3 		$11.7M Buy
248,006
+100,095
+68% +$5.11M 0.01% 780
2025
Q2 		$7.39M Buy
147,911
+63,567
+75% +$3.47M 0.01% 928
2025
Q1 		$5.32M Buy
84,344
+32,196
+62% +$2.48M 0.01% 1075
2024
Q4 		$4.35M Sell
52,148
-10,438
-17% -$953K 0.01% 1112
2024
Q3 		$5.83M Buy
62,586
+31,550
+102% +$2.93M 0.01% 970
2024
Q2 		$2.74M Buy
31,036
+16,136
+108% +$1.54M ﹤0.01% 1198
2024
Q1 		$1.56M Buy
14,900
+4,547
+44% +$440K ﹤0.01% 1271
2023
Q4 		$996K Buy
+10,353
New +$904K ﹤0.01% 1599
2022
Q3 		– Sell
-24,130
Closed -$2.18M – 1888
2022
Q2 		$2.18M Buy
24,130
+9,852
+69% +$1.01M ﹤0.01% 1390
2022
Q1 		$1.67M Buy
14,278
+2,413
+20% +$274K ﹤0.01% 1657
2021
Q4 		$1.46M Buy
11,865
+65
+0.6% +$7.95K ﹤0.01% 1736
2021
Q3 		$1.33M Buy
11,800
+1,189
+11% +$125K ﹤0.01% 1803
2021
Q2 		$1.03M Sell
10,611
-2,099
-17% -$214K ﹤0.01% 1732
2021
Q1 		$1.21M Buy
12,710
+871
+7% +$80.4K ﹤0.01% 1577
2020
Q4 		$989K Buy
11,839
+529
+5% +$40.7K ﹤0.01% 1479
2020
Q3 		$719K Sell
11,310
-1,877
-14% -$129K ﹤0.01% 1521
2020
Q2 		$879K Sell
13,187
-20,246
-61% -$1.07M ﹤0.01% 1863
2020
Q1 		$1.18M Sell
33,433
-943
-3% -$53.4K ﹤0.01% 1719
2019
Q4 		$2.44M Sell
34,376
-4,388
-11% -$286K ﹤0.01% 1782
2019
Q3 		$2.44M Buy
38,764
+1,418
+4% +$87.6K ﹤0.01% 1750
2019
Q2 		$2.26M Sell
37,346
-5,645
-13% -$339K ﹤0.01% 1838
2019
Q1 		$2.73M Buy
+42,991
New +$2.69M ﹤0.01% 1724
2016
Q4 		– Sell
-10,132
Closed -$368K – 2558
2016
Q3 		$368K Sell
10,132
-1,981
-16% -$73.7K ﹤0.01% 2408
2016
Q2 		$447K Sell
12,113
-178,193
-94% -$6.56M ﹤0.01% 2333
2016
Q1 		$7.03M Buy
190,306
+502
+0.3% +$17.7K 0.01% 1304
2015
Q4 		$8.53M Buy
189,804
+183,272
+2,806% +$8.01M 0.01% 1135
2015
Q3 		$241K Buy
+6,532
New +$248K ﹤0.01% 2241
2014
Q3 		– Sell
-389,934
Closed -$13.9M – 2317
2014
Q2 		$13.9M Buy
389,934
+25,684
+7% +$919K 0.02% 663
2014
Q1 		$13.9M Buy
364,250
+69,578
+24% +$2.33M 0.02% 658
2013
Q4 		$10.3M Buy
294,672
+68,767
+30% +$2.29M 0.01% 722
2013
Q3 		$7.46M Buy
225,905
+33,905
+18% +$1.05M 0.01% 780
2013
Q2 		$5.13M Buy
+192,000
New +$4.83M 0.01% 885

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

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

Allianz Asset Management increased its Everforth Inc (EFOR) stake by 39% in Q1 2026, buying an estimated $6.41M and bringing the position to 513,980 shares worth $19.9M. The position accounts for 0.02% of the portfolio, ranked #617.

Allianz Asset Management first reported a position in EFOR in Q2 2013 and has held it in 34 quarters since. 249 funds tracked by Wall St. Rank hold EFOR as of Q1 2026.

  • Allianz Asset Management held 513,980 shares of Everforth Inc worth $19.9M as of Q1 2026.
  • Allianz Asset Management bought 143,798 Everforth Inc shares in Q1 2026, an estimated $6.41M.
  • Everforth Inc made up 0.02% of Allianz Asset Management's portfolio in Q1 2026, its #617 holding.
  • Allianz Asset Management first reported a position in Everforth Inc in Q2 2013 and has held it in 34 quarters since.
  • 249 funds tracked by Wall St. Rank held Everforth Inc as of Q1 2026.

Based on Allianz Asset Management's 13F filing for Q1 2026, filed 11 May 2026.