BAMCO Inc’s Everforth Inc EFOR Stock Holding History

BAMCO Inc’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	$41.1M	Sell	1,060,800 -250,000	-19%	-$11.1M	0.12%	135
2025 Q4	$63.1M	Sell	1,310,800 -10,880	-0.8%	-$502K	0.17%	102
2025 Q3	$62.6M	Sell	1,321,680 -125,000	-9%	-$6.38M	0.17%	112
2025 Q2	$72.2M	Buy	1,446,680 +30,000	+2%	+$1.64M	0.2%	101
2025 Q1	$89.3M	Sell	1,416,680 -153,606	-10%	-$11.8M	0.26%	71
2024 Q4	$131M	Sell	1,570,286 -323,914	-17%	-$29.6M	0.34%	57
2024 Q3	$177M	Sell	1,894,200 -233,000	-11%	-$21.6M	0.47%	39
2024 Q2	$188M	Sell	2,127,200 -100,000	-4%	-$9.55M	0.54%	30
2024 Q1	$233M	Hold	2,227,200	–	–	0.62%	30
2023 Q4	$214M	Buy	2,227,200 +17,038	+0.8%	+$1.49M	0.57%	31
2023 Q3	$181M	Hold	2,210,162	–	–	0.52%	33
2023 Q2	$167M	Buy	2,210,162 +79,181	+4%	+$5.69M	0.46%	39
2023 Q1	$176M	Buy	2,130,981 +87,200	+4%	+$7.56M	0.53%	33
2022 Q4	$167M	Sell	2,043,781 -43,578	-2%	-$3.82M	0.56%	36
2022 Q3	$189M	Hold	2,087,359	–	–	0.61%	31
2022 Q2	$188M	Buy	2,087,359 +482,901	+30%	+$49.5M	0.61%	34
2022 Q1	$187M	Hold	1,604,458	–	–	0.46%	47
2021 Q4	$198M	Sell	1,604,458 -22,256	-1%	-$2.72M	0.42%	51
2021 Q3	$184M	Buy	1,626,714 +22,256	+1%	+$2.34M	0.42%	56
2021 Q2	$156M	Sell	1,604,458 -50,692	-3%	-$5.18M	0.36%	66
2021 Q1	$158M	Sell	1,655,150 -1,650	-0.1%	-$152K	0.39%	58
2020 Q4	$138M	Hold	1,656,800	–	–	0.34%	66
2020 Q3	$105M	Sell	1,656,800 -103,300	-6%	-$7.11M	0.32%	68
2020 Q2	$117M	Sell	1,760,100 -50,000	-3%	-$2.65M	0.42%	60
2020 Q1	$63.9M	Hold	1,810,100	–	–	0.31%	75
2019 Q4	$128M	Hold	1,810,100	–	–	0.49%	49
2019 Q3	$114M	Hold	1,810,100	–	–	0.47%	50
2019 Q2	$110M	Hold	1,810,100	–	–	0.44%	54
2019 Q1	$115M	Buy	1,810,100 +100,000	+6%	+$6.25M	0.49%	47
2018 Q4	$93.2M	Hold	1,710,100	–	–	0.47%	47
2018 Q3	$135M	Hold	1,710,100	–	–	0.56%	41
2018 Q2	$134M	Sell	1,710,100 -100,000	-6%	-$8.18M	0.58%	41
2018 Q1	$148M	Sell	1,810,100 -100,000	-5%	-$7.49M	0.68%	32
2017 Q4	$123M	Hold	1,910,100	–	–	0.57%	43
2017 Q3	$103M	Buy	1,910,100 +100,000	+6%	+$5M	0.49%	52
2017 Q2	$98M	Sell	1,810,100 -250,000	-12%	-$12.8M	0.5%	47
2017 Q1	$100M	Sell	2,060,100 -75,700	-4%	-$3.51M	0.53%	46
2016 Q4	$94.3M	Sell	2,135,800 -238,215	-10%	-$9.47M	0.53%	50
2016 Q3	$86.2M	Hold	2,374,015	–	–	0.46%	60
2016 Q2	$87.7M	Sell	2,374,015 -3,500	-0.1%	-$129K	0.47%	59
2016 Q1	$87.8M	Buy	2,377,515 +13,969	+0.6%	+$493K	0.46%	61
2015 Q4	$106M	Sell	2,363,546 -61,594	-3%	-$2.69M	0.49%	59
2015 Q3	$89.5M	Hold	2,425,140	–	–	0.4%	66
2015 Q2	$95.3M	Buy	2,425,140 +238,084	+11%	+$9.09M	0.37%	75
2015 Q1	$83.9M	Hold	2,187,056	–	–	0.32%	83
2014 Q4	$72.6M	Sell	2,187,056 -200,000	-8%	-$6.01M	0.29%	94
2014 Q3	$64.1M	Buy	2,387,056 +488,706	+26%	+$15.2M	0.27%	110
2014 Q2	$67.5M	Buy	1,898,350 +701,100	+59%	+$25.1M	0.27%	114
2014 Q1	$46.2M	Buy	1,197,250 +100,000	+9%	+$3.35M	0.19%	141
2013 Q4	$38.3M	Hold	1,097,250	–	–	0.16%	155
2013 Q3	$36.2M	Buy	1,097,250 +97,250	+10%	+$3.02M	0.17%	146
2013 Q2	$26.7M	Buy	+1,000,000	New	+$25.2M	0.14%	156

Other funds holding EFOR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

BAMCO Inc's EFOR Position: Q1 2026 in Review

BAMCO Inc reduced its Everforth Inc (EFOR) stake by 19% in Q1 2026, selling an estimated $11.1M and leaving 1,060,800 shares worth $41.1M. The position accounts for 0.12% of the portfolio, ranked #135.

BAMCO Inc first reported a position in EFOR in Q2 2013 and has held it in 52 quarters since. The position peaked at $233M in Q1 2024. 249 funds tracked by Wall St. Rank hold EFOR as of Q1 2026.

BAMCO Inc held 1,060,800 shares of Everforth Inc worth $41.1M as of Q1 2026.
BAMCO Inc sold 250,000 Everforth Inc shares in Q1 2026, an estimated $11.1M.
Everforth Inc made up 0.12% of BAMCO Inc's portfolio in Q1 2026, its #135 holding.
BAMCO Inc first reported a position in Everforth Inc in Q2 2013 and has held it in 52 quarters since.
BAMCO Inc's Everforth Inc position peaked at $233M in Q1 2024.
249 funds tracked by Wall St. Rank held Everforth Inc as of Q1 2026.

Based on BAMCO Inc's 13F filing for Q1 2026, filed 15 May 2026.