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
2025
Q1 		– Sell
-4,500
Closed -$375K – 8306
2024
Q4 		$375K Hold
4,500
– – ﹤0.01% 5755
2024
Q3 		$420K Buy
+4,500
New +$418K ﹤0.01% 5602
2019
Q4 		– Sell
-10,000
Closed -$629K – 7061
2019
Q3 		$629K Sell
10,000
-20,000
-67% -$1.24M ﹤0.01% 4915
2019
Q2 		$1.82M Buy
+30,000
New +$1.8M ﹤0.01% 4105
2014
Q3 		– Sell
-200
Closed -$7K – 7987
2014
Q2 		$7K Hold
200
– – ﹤0.01% 7567
2014
Q1 		$8K Buy
+200
New +$6.71K ﹤0.01% 7238

Other funds holding EFOR

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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.