AB
EFOR

Amalgamated Bank’s Everforth Inc EFOR Stock Holding History

Amalgamated Bank’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 		$197K Sell
11,005
-1,254
-10% -$30.6K ﹤0.01% 1590
2026
Q1 		$475K Sell
12,259
-5,689
-32% -$254K ﹤0.01% 1336
2025
Q4 		$865K Sell
17,948
-1,330
-7% -$61.3K 0.01% 1128
2025
Q3 		$913K Buy
19,278
+57
+0.3% +$2.91K 0.01% 1089
2025
Q2 		$960K Sell
19,221
-461
-2% -$25.2K 0.01% 1053
2025
Q1 		$1.24M Sell
19,682
-791
-4% -$60.9K 0.01% 951
2024
Q4 		$1.71M Sell
20,473
-88
-0.4% -$8.04K 0.01% 853
2024
Q3 		$1.92M Sell
20,561
-1,688
-8% -$157K 0.02% 832
2024
Q2 		$1.96M Sell
22,249
-2,493
-10% -$238K 0.02% 843
2024
Q1 		$2.59M Sell
24,742
-3,208
-11% -$310K 0.02% 757
2023
Q4 		$2.69M Sell
27,950
-1,056
-4% -$92.2K 0.02% 799
2023
Q3 		$2.37M Sell
29,006
-1,178
-4% -$93.8K 0.02% 807
2023
Q2 		$2.28M Sell
30,184
-3,072
-9% -$221K 0.02% 829
2023
Q1 		$2.75M Sell
33,256
-1,845
-5% -$160K 0.02% 741
2022
Q4 		$2.86M Buy
35,101
+345
+1% +$30.3K 0.03% 755
2022
Q3 		$3.14M Buy
34,756
+93
+0.3% +$9.02K 0.03% 628
2022
Q2 		$3.13M Sell
34,663
-322
-0.9% -$33K 0.03% 673
2022
Q1 		$4.08M Sell
34,985
-1,731
-5% -$196K 0.03% 587
2021
Q4 		$4.53M Sell
36,716
-404
-1% -$49.4K 0.03% 571
2021
Q3 		$4.2M Sell
37,120
-4,132
-10% -$435K 0.04% 601
2021
Q2 		$4M Buy
41,252
+34,092
+476% +$3.48M 0.03% 656
2021
Q1 		$683K Sell
7,160
-640
-8% -$59.1K 0.03% 801
2020
Q4 		$652K Buy
7,800
+76
+1% +$5.84K 0.02% 807
2020
Q3 		$491K Sell
7,724
-239
-3% -$16.4K 0.02% 843
2020
Q2 		$531K Sell
7,963
-1,469
-16% -$77.9K 0.02% 799
2020
Q1 		$333K Sell
9,432
-287
-3% -$16.3K 0.01% 1095
2019
Q4 		$690K Buy
9,719
+416
+4% +$27.2K 0.01% 960
2019
Q3 		$585K Sell
9,303
-146
-2% -$9.02K 0.01% 970
2019
Q2 		$573K Buy
9,449
+1,264
+15% +$75.9K 0.01% 1004
2019
Q1 		$520K Buy
8,185
+193
+2% +$12.1K 0.01% 984
2018
Q4 		$436K Buy
7,992
+4,511
+130% +$294K 0.01% 992
2018
Q3 		$275K Sell
3,481
-4,765
-58% -$412K 0.01% 1166
2018
Q2 		$645K Buy
8,246
+1,057
+15% +$86.5K 0.02% 906
2018
Q1 		$589K Sell
7,189
-122
-2% -$9.13K 0.02% 879
2017
Q4 		$470K Buy
7,311
+347
+5% +$21K 0.01% 1016
2017
Q3 		$374K Sell
6,964
-52
-0.7% -$2.6K 0.01% 1079
2017
Q2 		$380K Buy
7,016
+312
+5% +$16K 0.01% 1069
2017
Q1 		$325K Sell
6,704
-9
-0.1% -$417 0.02% 1084
2016
Q4 		$296K Buy
6,713
+856
+15% +$34K 0.01% 1141
2016
Q3 		$213K Buy
5,857
+10
+0.2% +$372 0.01% 1233
2016
Q2 		$211K Buy
5,847
+400
+7% +$14.7K 0.01% 1222
2016
Q1 		$201K Buy
5,447
+476
+10% +$16.8K 0.02% 1148
2015
Q4 		$223K Sell
4,971
-453
-8% -$19.8K 0.03% 988
2015
Q3 		$200K Buy
5,424
+71
+1% +$2.7K 0.02% 1154
2015
Q2 		$210K Buy
5,353
+70
+1% +$2.67K 0.02% 1218
2015
Q1 		$203K Buy
+5,283
New +$192K 0.02% 873

Other funds holding EFOR

ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
DWM
Drive Wealth Management Lehi, Utah $561M AUM 33.14% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
AWP
Abacus Wealth Partners Santa Monica, California $952M AUM 22.68% 1-Year Est. Return

Amalgamated Bank's EFOR Position: Q2 2026 in Review

Amalgamated Bank reduced its Everforth Inc (EFOR) stake by 10% in Q2 2026, selling an estimated $30.6K and leaving 11,005 shares worth $197K. The position accounts for ﹤0.01% of the portfolio, ranked #1590.

Amalgamated Bank first reported a position in EFOR in Q1 2015 and has held it in 46 quarters since. The position peaked at $4.53M in Q4 2021. 36 funds tracked by Wall St. Rank hold EFOR as of Q2 2026.

  • Amalgamated Bank held 11,005 shares of Everforth Inc worth $197K as of Q2 2026.
  • Amalgamated Bank sold 1,254 Everforth Inc shares in Q2 2026, an estimated $30.6K.
  • Everforth Inc made up ﹤0.01% of Amalgamated Bank's portfolio in Q2 2026, its #1590 holding.
  • Amalgamated Bank first reported a position in Everforth Inc in Q1 2015 and has held it in 46 quarters since.
  • Amalgamated Bank's Everforth Inc position peaked at $4.53M in Q4 2021.
  • 36 funds tracked by Wall St. Rank held Everforth Inc as of Q2 2026.

Based on Amalgamated Bank's 13F filing for Q2 2026, filed 23 Jul 2026.