Ameriprise’s Everforth Inc EFOR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $21.1M | Buy |
544,538
+83,110
| +18% | +$3.7M | ﹤0.01% | 1371 |
|
|
2025
Q4 | $22.2M | Buy |
461,428
+42,965
| +10% | +$1.98M | 0.01% | 1338 |
|
|
2025
Q3 | $19.8M | Sell |
418,463
-5,776
| -1% | -$295K | ﹤0.01% | 1408 |
|
|
2025
Q2 | $21.2M | Buy |
424,239
+339,087
| +398% | +$18.5M | 0.01% | 1318 |
|
|
2025
Q1 | $5.36M | Sell |
85,152
-133,526
| -61% | -$10.3M | ﹤0.01% | 2263 |
|
|
2024
Q4 | $18.2M | Sell |
218,678
-2,986
| -1% | -$273K | ﹤0.01% | 1389 |
|
|
2024
Q3 | $20.7M | Buy |
221,664
+164,574
| +288% | +$15.3M | 0.01% | 1316 |
|
|
2024
Q2 | $5.03M | Sell |
57,090
-35,361
| -38% | -$3.38M | ﹤0.01% | 2305 |
|
|
2024
Q1 | $9.69M | Sell |
92,451
-325
| -0.4% | -$31.4K | ﹤0.01% | 1812 |
|
|
2023
Q4 | $8.92M | Buy |
92,776
+4,481
| +5% | +$391K | ﹤0.01% | 1882 |
|
|
2023
Q3 | $7.21M | Sell |
88,295
-22,038
| -20% | -$1.75M | ﹤0.01% | 1988 |
|
|
2023
Q2 | $8.34M | Sell |
110,333
-36,704
| -25% | -$2.64M | ﹤0.01% | 1926 |
|
|
2023
Q1 | $12.2M | Sell |
147,037
-16,633
| -10% | -$1.44M | ﹤0.01% | 1611 |
|
|
2022
Q4 | $13.3M | Sell |
163,670
-4,451
| -3% | -$390K | ﹤0.01% | 1502 |
|
|
2022
Q3 | $15.2M | Sell |
168,121
-12,218
| -7% | -$1.18M | 0.01% | 1369 |
|
|
2022
Q2 | $16.3M | Buy |
180,339
+2,169
| +1% | +$222K | 0.01% | 1370 |
|
|
2022
Q1 | $20.8M | Sell |
178,170
-12,929
| -7% | -$1.47M | 0.01% | 1322 |
|
|
2021
Q4 | $23.6M | Sell |
191,099
-9,068
| -5% | -$1.11M | 0.01% | 1286 |
|
|
2021
Q3 | $22.6M | Sell |
200,167
-8,388
| -4% | -$883K | 0.01% | 1180 |
|
|
2021
Q2 | $20.2M | Sell |
208,555
-13,748
| -6% | -$1.4M | 0.01% | 1348 |
|
|
2021
Q1 | $21.2M | Buy |
222,303
+5,443
| +3% | +$503K | 0.01% | 1284 |
|
|
2020
Q4 | $18.1M | Buy |
216,860
+4,029
| +2% | +$310K | 0.01% | 1294 |
|
|
2020
Q3 | $13.5M | Sell |
212,831
-1,324
| -0.6% | -$91.1K | 0.01% | 1340 |
|
|
2020
Q2 | $14.3M | Buy |
214,155
+9,092
| +4% | +$482K | 0.01% | 1278 |
|
|
2020
Q1 | $7.24M | Sell |
205,063
-49,635
| -19% | -$2.81M | ﹤0.01% | 1634 |
|
|
2019
Q4 | $18.1M | Buy |
254,698
+21,246
| +9% | +$1.39M | 0.01% | 1267 |
|
|
2019
Q3 | $14.7M | Sell |
233,452
-18,543
| -7% | -$1.15M | 0.01% | 1383 |
|
|
2019
Q2 | $15.3M | Sell |
251,995
-7,562
| -3% | -$454K | 0.01% | 1374 |
|
|
2019
Q1 | $16.5M | Sell |
259,557
-74,116
| -22% | -$4.63M | 0.01% | 1274 |
|
|
2018
Q4 | $18.2M | Sell |
333,673
-178,348
| -35% | -$11.6M | 0.01% | 1110 |
|
|
2018
Q3 | $40.4M | Buy |
512,021
+65,109
| +15% | +$5.62M | 0.01% | 853 |
|
|
2018
Q2 | $34.9M | Buy |
+446,912
| New | +$36.6M | 0.02% | 836 |
|
|
2018
Q1 | – | Sell |
-444,074
| Closed | -$28.5M | – | 3625 |
|
|
2017
Q4 | $28.5M | Sell |
444,074
-28,405
| -6% | -$1.72M | 0.01% | 847 |
|
|
2017
Q3 | $25.4M | Buy |
472,479
+7,916
| +2% | +$396K | 0.01% | 896 |
|
|
2017
Q2 | $25.2M | Buy |
464,563
+20,331
| +5% | +$1.04M | 0.01% | 869 |
|
|
2017
Q1 | $21.6M | Buy |
444,232
+24,155
| +6% | +$1.12M | 0.01% | 965 |
|
|
2016
Q4 | $18.6M | Sell |
420,077
-66,484
| -14% | -$2.64M | 0.01% | 1047 |
|
|
2016
Q3 | $17.7M | Buy |
486,561
+19,625
| +4% | +$730K | 0.01% | 1009 |
|
|
2016
Q2 | $17.3M | Sell |
466,936
-35,639
| -7% | -$1.31M | 0.01% | 999 |
|
|
2016
Q1 | $18.6M | Sell |
502,575
-307,413
| -38% | -$10.9M | 0.01% | 949 |
|
|
2015
Q4 | $36.4M | Sell |
809,988
-605,570
| -43% | -$26.5M | 0.02% | 599 |
|
|
2015
Q3 | $52.2M | Buy |
1,415,558
+66,636
| +5% | +$2.53M | 0.03% | 462 |
|
|
2015
Q2 | $53M | Buy |
1,348,922
+197,592
| +17% | +$7.55M | 0.03% | 500 |
|
|
2015
Q1 | $44.2M | Buy |
1,151,330
+318,368
| +38% | +$11.6M | 0.03% | 576 |
|
|
2014
Q4 | $27.6M | Buy |
832,962
+411,608
| +98% | +$12.4M | 0.02% | 779 |
|
|
2014
Q3 | $11.3M | Sell |
421,354
-766,029
| -65% | -$23.8M | 0.01% | 1362 |
|
|
2014
Q2 | $42.2M | Buy |
1,187,383
+260,541
| +28% | +$9.33M | 0.02% | 615 |
|
|
2014
Q1 | $35.8M | Buy |
926,842
+463,874
| +100% | +$15.6M | 0.02% | 681 |
|
|
2013
Q4 | $16.2M | Buy |
462,968
+689
| +0.1% | +$23K | 0.01% | 1158 |
|
|
2013
Q3 | $15.3M | Sell |
462,279
-12,627
| -3% | -$391K | 0.01% | 1161 |
|
|
2013
Q2 | $12.7M | Buy |
+474,906
| New | +$12M | 0.01% | 1267 |
|
Other funds holding EFOR
VPM
VCM
RP
Ameriprise's EFOR Position: Q1 2026 in Review
Ameriprise increased its Everforth Inc (EFOR) stake by 18% in Q1 2026, buying an estimated $3.7M and bringing the position to 544,538 shares worth $21.1M. The position accounts for ﹤0.01% of the portfolio, ranked #1371.
Ameriprise first reported a position in EFOR in Q2 2013 and has held it in 51 quarters since. The position peaked at $53M in Q2 2015. 249 funds tracked by Wall St. Rank hold EFOR as of Q1 2026.
- Ameriprise held 544,538 shares of Everforth Inc worth $21.1M as of Q1 2026.
- Ameriprise bought 83,110 Everforth Inc shares in Q1 2026, an estimated $3.7M.
- Everforth Inc made up ﹤0.01% of Ameriprise's portfolio in Q1 2026, its #1371 holding.
- Ameriprise first reported a position in Everforth Inc in Q2 2013 and has held it in 51 quarters since.
- Ameriprise's Everforth Inc position peaked at $53M in Q2 2015.
- 249 funds tracked by Wall St. Rank held Everforth Inc as of Q1 2026.
Based on Ameriprise's 13F filing for Q1 2026, filed 15 May 2026.