Bank of Montreal
EFOR

Bank of Montreal’s Everforth Inc EFOR Stock Holding History

Bank of Montreal’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 		$233K Sell
6,009
-3,956
-40% -$176K ﹤0.01% 2848
2025
Q4 		$480K Sell
9,965
-3,139
-24% -$145K ﹤0.01% 2327
2025
Q3 		$620K Buy
13,104
+75
+0.6% +$3.83K ﹤0.01% 2171
2025
Q2 		$651K Sell
13,029
-1,575
-11% -$86K ﹤0.01% 2124
2025
Q1 		$920K Buy
14,604
+8,229
+129% +$633K ﹤0.01% 1864
2024
Q4 		$531K Sell
6,375
-48
-0.7% -$4.38K ﹤0.01% 2201
2024
Q3 		$600K Sell
6,423
-1,790
-22% -$166K ﹤0.01% 2295
2024
Q2 		$726K Sell
8,213
-8,198
-50% -$783K ﹤0.01% 2206
2024
Q1 		$1.72M Buy
16,411
+8,330
+103% +$805K ﹤0.01% 1710
2023
Q4 		$784K Sell
8,081
-342
-4% -$29.9K ﹤0.01% 2210
2023
Q3 		$670K Buy
8,423
+81
+1% +$6.45K ﹤0.01% 2270
2023
Q2 		$636K Sell
8,342
-1,620
-16% -$116K ﹤0.01% 2430
2023
Q1 		$825K Buy
9,962
+1,834
+23% +$159K ﹤0.01% 2169
2022
Q4 		$737K Buy
8,128
+1,313
+19% +$115K ﹤0.01% 2372
2022
Q3 		$681 Sell
6,815
-891
-12% -$86.4K ﹤0.01% 2393
2022
Q2 		$677 Buy
7,706
+1,679
+28% +$172K ﹤0.01% 2525
2022
Q1 		$721K Buy
6,027
+642
+12% +$72.8K ﹤0.01% 2582
2021
Q4 		$672K Sell
5,385
-12,815
-70% -$1.57M ﹤0.01% 2191
2021
Q3 		$2.12M Sell
18,200
-303
-2% -$31.9K ﹤0.01% 2036
2021
Q2 		$1.82M Buy
18,503
+7,656
+71% +$782K ﹤0.01% 2115
2021
Q1 		$1.12M Sell
10,847
-6,944
-39% -$641K ﹤0.01% 2101
2020
Q4 		$1.58M Sell
17,791
-17,619
-50% -$1.36M ﹤0.01% 1950
2020
Q3 		$2.42M Sell
35,410
-5,084
-13% -$350K ﹤0.01% 1587
2020
Q2 		$2.57M Buy
40,494
+7,057
+21% +$374K ﹤0.01% 1511
2020
Q1 		$1.07M Sell
33,437
-40,505
-55% -$2.29M ﹤0.01% 1671
2019
Q4 		$5.25M Buy
73,942
+67,308
+1,015% +$4.39M ﹤0.01% 1327
2019
Q3 		$418K Buy
6,634
+458
+7% +$28.3K ﹤0.01% 2506
2019
Q2 		$374K Buy
6,176
+3,578
+138% +$215K ﹤0.01% 2589
2019
Q1 		$165K Sell
2,598
-2,078
-44% -$130K ﹤0.01% 2810
2018
Q4 		$255K Sell
4,676
-28,990
-86% -$1.89M ﹤0.01% 2467
2018
Q3 		$2.66M Buy
33,666
+28,287
+526% +$2.44M ﹤0.01% 1525
2018
Q2 		$420K Buy
+5,379
New +$440K ﹤0.01% 2411
2018
Q1 		– Sell
-3,642
Closed -$234K – 4155
2017
Q4 		$234K Hold
3,642
– – ﹤0.01% 2614
2017
Q3 		$196K Sell
3,642
-77
-2% -$3.85K ﹤0.01% 2674
2017
Q2 		$201K Sell
3,719
-232
-6% -$11.9K ﹤0.01% 2647
2017
Q1 		$192K Sell
3,951
-52,699
-93% -$2.44M ﹤0.01% 2493
2016
Q4 		$2.34M Sell
56,650
-180,691
-76% -$7.18M ﹤0.01% 1467
2016
Q3 		$8.61M Sell
237,341
-43,354
-15% -$1.61M 0.01% 883
2016
Q2 		$10.4M Sell
280,695
-112,074
-29% -$4.12M 0.01% 783
2016
Q1 		$14.5M Sell
392,769
-51,484
-12% -$1.82M 0.02% 604
2015
Q4 		$20M Sell
444,253
-169,833
-28% -$7.42M 0.02% 482
2015
Q3 		$22.7M Buy
614,086
+21,243
+4% +$807K 0.03% 417
2015
Q2 		$23.3M Buy
592,843
+84,692
+17% +$3.23M 0.03% 471
2015
Q1 		$19.5M Sell
508,151
-32,351
-6% -$1.18M 0.02% 518
2014
Q4 		$17.9M Sell
540,502
-25,305
-4% -$761K 0.02% 517
2014
Q3 		$15.2M Buy
565,807
+74,492
+15% +$2.31M 0.02% 611
2014
Q2 		$17.5M Sell
491,315
-38,332
-7% -$1.37M 0.02% 538
2014
Q1 		$20.4M Buy
529,647
+6,891
+1% +$231K 0.03% 424
2013
Q4 		$18.3M Buy
522,756
+50,017
+11% +$1.67M 0.03% 406
2013
Q3 		$15.6M Buy
472,739
+51,246
+12% +$1.59M 0.02% 395
2013
Q2 		$11.3M Buy
+421,493
New +$10.6M 0.02% 458

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 Montreal's EFOR Position: Q1 2026 in Review

Bank of Montreal reduced its Everforth Inc (EFOR) stake by 40% in Q1 2026, selling an estimated $176K and leaving 6,009 shares worth $233K. The position accounts for ﹤0.01% of the portfolio, ranked #2848.

Bank of Montreal first reported a position in EFOR in Q2 2013 and has held it in 51 quarters since. The position peaked at $23.3M in Q2 2015. 249 funds tracked by Wall St. Rank hold EFOR as of Q1 2026.

  • Bank of Montreal held 6,009 shares of Everforth Inc worth $233K as of Q1 2026.
  • Bank of Montreal sold 3,956 Everforth Inc shares in Q1 2026, an estimated $176K.
  • Everforth Inc made up ﹤0.01% of Bank of Montreal's portfolio in Q1 2026, its #2848 holding.
  • Bank of Montreal first reported a position in Everforth Inc in Q2 2013 and has held it in 51 quarters since.
  • Bank of Montreal's Everforth Inc position peaked at $23.3M in Q2 2015.
  • 249 funds tracked by Wall St. Rank held Everforth Inc as of Q1 2026.

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