Bank of America
EFOR

Bank of America’s Everforth Inc EFOR Stock Holding History

Bank of America’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 		$14.1M Buy
364,063
+42,584
+13% +$1.9M ﹤0.01% 2681
2025
Q4 		$15.5M Sell
321,479
-68,023
-17% -$3.14M ﹤0.01% 2505
2025
Q3 		$18.4M Buy
389,502
+5,783
+2% +$295K ﹤0.01% 2695
2025
Q2 		$19.2M Buy
383,719
+15,109
+4% +$825K ﹤0.01% 2594
2025
Q1 		$23.2M Buy
368,610
+22,621
+7% +$1.74M ﹤0.01% 2285
2024
Q4 		$28.8M Sell
345,989
-37,121
-10% -$3.39M ﹤0.01% 1971
2024
Q3 		$35.7M Sell
383,110
-9,094
-2% -$844K ﹤0.01% 1870
2024
Q2 		$34.6M Buy
392,204
+5,236
+1% +$500K ﹤0.01% 1756
2024
Q1 		$40.5M Buy
386,968
+3,708
+1% +$359K ﹤0.01% 1636
2023
Q4 		$36.9M Buy
383,260
+23,112
+6% +$2.02M ﹤0.01% 1599
2023
Q3 		$29.4M Buy
360,148
+25,314
+8% +$2.02M ﹤0.01% 1678
2023
Q2 		$25.3M Sell
334,834
-63,364
-16% -$4.56M ﹤0.01% 1812
2023
Q1 		$32.9M Sell
398,198
-27,107
-6% -$2.35M ﹤0.01% 1698
2022
Q4 		$34.7M Sell
425,305
-9,840
-2% -$863K ﹤0.01% 1569
2022
Q3 		$39.3M Sell
435,145
-38,182
-8% -$3.7M ﹤0.01% 1432
2022
Q2 		$42.7M Buy
473,327
+11,125
+2% +$1.14M ﹤0.01% 1376
2022
Q1 		$53.9M Sell
462,202
-13,370
-3% -$1.52M 0.01% 1311
2021
Q4 		$58.7M Buy
475,572
+29,364
+7% +$3.59M 0.01% 1309
2021
Q3 		$50.5M Buy
446,208
+1,012
+0.2% +$107K 0.01% 1351
2021
Q2 		$43.2M Sell
445,196
-106,692
-19% -$10.9M ﹤0.01% 1465
2021
Q1 		$52.7M Buy
551,888
+110,766
+25% +$10.2M 0.01% 1258
2020
Q4 		$36.8M Buy
441,122
+94,350
+27% +$7.26M ﹤0.01% 1391
2020
Q3 		$22M Sell
346,772
-8,772
-2% -$604K ﹤0.01% 1620
2020
Q2 		$23.7M Buy
355,544
+23,426
+7% +$1.24M ﹤0.01% 1493
2020
Q1 		$11.7M Sell
332,118
-40,237
-11% -$2.28M ﹤0.01% 1924
2019
Q4 		$26.4M Sell
372,355
-8,805
-2% -$575K ﹤0.01% 1654
2019
Q3 		$24M Sell
381,160
-55,120
-13% -$3.4M ﹤0.01% 1685
2019
Q2 		$26.4M Sell
436,280
-119,907
-22% -$7.2M ﹤0.01% 1615
2019
Q1 		$35.3M Buy
556,187
+62,145
+13% +$3.89M 0.01% 1363
2018
Q4 		$26.9M Sell
494,042
-305,815
-38% -$19.9M ﹤0.01% 1454
2018
Q3 		$63.1M Sell
799,857
-30,373
-4% -$2.62M 0.01% 960
2018
Q2 		$64.9M Sell
830,230
-84,648
-9% -$6.93M 0.01% 928
2018
Q1 		$74.9M Sell
914,878
-21,807
-2% -$1.63M 0.01% 835
2017
Q4 		$60.2M Sell
936,685
-125,434
-12% -$7.59M 0.01% 984
2017
Q3 		$57M Buy
1,062,119
+100,776
+10% +$5.04M 0.01% 1056
2017
Q2 		$52.1M Buy
961,343
+48,085
+5% +$2.47M 0.01% 1024
2017
Q1 		$44.3M Sell
913,258
-119,058
-12% -$5.52M 0.01% 1127
2016
Q4 		$45.6M Sell
1,032,316
-69,624
-6% -$2.77M 0.01% 1072
2016
Q3 		$40M Sell
1,101,940
-432,401
-28% -$16.1M 0.01% 1125
2016
Q2 		$56.7M Buy
1,534,341
+370,469
+32% +$13.6M 0.01% 910
2016
Q1 		$43M Sell
1,163,872
-65,173
-5% -$2.3M 0.01% 1026
2015
Q4 		$55.2M Buy
1,229,045
+194,986
+19% +$8.52M 0.01% 938
2015
Q3 		$38.2M Sell
1,034,059
-174,245
-14% -$6.62M 0.01% 1156
2015
Q2 		$47.5M Sell
1,208,304
-25,009
-2% -$955K 0.02% 876
2015
Q1 		$47.3M Buy
1,233,313
+84,839
+7% +$3.09M 0.02% 847
2014
Q4 		$38.1M Sell
1,148,474
-264,487
-19% -$7.95M 0.01% 989
2014
Q3 		$37.9M Buy
1,412,961
+199,954
+16% +$6.2M 0.01% 994
2014
Q2 		$43.1M Sell
1,213,007
-25,966
-2% -$929K 0.01% 911
2014
Q1 		$47.8M Sell
1,238,973
-131,510
-10% -$4.41M 0.02% 785
2013
Q4 		$47.9M Buy
1,370,483
+116,408
+9% +$3.88M 0.02% 782
2013
Q3 		$41.4M Sell
1,254,075
-935,040
-43% -$29M 0.02% 816
2013
Q2 		$58.5M Buy
+2,189,115
New +$55.1M 0.02% 618

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

Bank of America's EFOR Position: Q1 2026 in Review

Bank of America increased its Everforth Inc (EFOR) stake by 13% in Q1 2026, buying an estimated $1.9M and bringing the position to 364,063 shares worth $14.1M. The position accounts for ﹤0.01% of the portfolio, ranked #2681.

Bank of America first reported a position in EFOR in Q2 2013 and has held it in 52 quarters since. The position peaked at $74.9M in Q1 2018. 249 funds tracked by Wall St. Rank hold EFOR as of Q1 2026.

  • Bank of America held 364,063 shares of Everforth Inc worth $14.1M as of Q1 2026.
  • Bank of America bought 42,584 Everforth Inc shares in Q1 2026, an estimated $1.9M.
  • Everforth Inc made up ﹤0.01% of Bank of America's portfolio in Q1 2026, its #2681 holding.
  • Bank of America first reported a position in Everforth Inc in Q2 2013 and has held it in 52 quarters since.
  • Bank of America's Everforth Inc position peaked at $74.9M in Q1 2018.
  • 249 funds tracked by Wall St. Rank held Everforth Inc as of Q1 2026.

Based on Bank of America's 13F filing for Q1 2026, filed 18 May 2026.