Bank of New York Mellon
EFOR

Bank of New York Mellon’s Everforth Inc EFOR Stock Holding History

Bank of New York Mellon’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
Q2 		$4.22M Sell
236,189
-14,852
-6% -$363K ﹤0.01% 2544
2026
Q1 		$9.72M Sell
251,041
-28,012
-10% -$1.25M ﹤0.01% 1951
2025
Q4 		$13.4M Sell
279,053
-15,467
-5% -$713K ﹤0.01% 1755
2025
Q3 		$13.9M Sell
294,520
-9,939
-3% -$507K ﹤0.01% 1748
2025
Q2 		$15.2M Sell
304,459
-60,996
-17% -$3.33M ﹤0.01% 1665
2025
Q1 		$23M Sell
365,455
-42,694
-10% -$3.29M ﹤0.01% 1419
2024
Q4 		$34M Sell
408,149
-23,572
-5% -$2.15M 0.01% 1262
2024
Q3 		$40.2M Sell
431,721
-78,394
-15% -$7.27M 0.01% 1167
2024
Q2 		$45M Buy
510,115
+38,433
+8% +$3.67M 0.01% 1102
2024
Q1 		$49.4M Sell
471,682
-20,675
-4% -$2M 0.01% 1042
2023
Q4 		$47.3M Sell
492,357
-13,797
-3% -$1.2M 0.01% 1073
2023
Q3 		$41.3M Sell
506,154
-14,670
-3% -$1.17M 0.01% 1118
2023
Q2 		$39.4M Buy
520,824
+180
+0% +$12.9K 0.01% 1161
2023
Q1 		$43M Sell
520,644
-12,238
-2% -$1.06M 0.01% 1104
2022
Q4 		$43.4M Sell
532,882
-22,895
-4% -$2.01M 0.01% 1083
2022
Q3 		$50.2M Buy
555,777
+2,481
+0.4% +$241K 0.01% 956
2022
Q2 		$49.9M Sell
553,296
-5,322
-1% -$546K 0.01% 991
2022
Q1 		$65.2M Sell
558,618
-18,790
-3% -$2.13M 0.01% 919
2021
Q4 		$71.3M Sell
577,408
-19,283
-3% -$2.36M 0.01% 903
2021
Q3 		$67.5M Buy
596,691
+6,897
+1% +$726K 0.01% 927
2021
Q2 		$57.2M Buy
589,794
+417
+0.1% +$42.6K 0.01% 1054
2021
Q1 		$56.3M Buy
589,377
+1,438
+0.2% +$133K 0.01% 1030
2020
Q4 		$49.1M Sell
587,939
-3,763
-0.6% -$289K 0.01% 1061
2020
Q3 		$37.6M Buy
591,702
+23,408
+4% +$1.61M 0.01% 1073
2020
Q2 		$37.9M Buy
568,294
+5,079
+0.9% +$269K 0.01% 1051
2020
Q1 		$19.9M Sell
563,215
-11,456
-2% -$649K 0.01% 1295
2019
Q4 		$40.8M Buy
574,671
+14,567
+3% +$951K 0.01% 1103
2019
Q3 		$35.2M Sell
560,104
-16,472
-3% -$1.02M 0.01% 1164
2019
Q2 		$34.9M Sell
576,576
-818
-0.1% -$49.1K 0.01% 1199
2019
Q1 		$36.7M Sell
577,394
-171,678
-23% -$10.7M 0.01% 1167
2018
Q4 		$40.8M Sell
749,072
-38,402
-5% -$2.5M 0.01% 1020
2018
Q3 		$62.2M Buy
787,474
+50,985
+7% +$4.4M 0.02% 871
2018
Q2 		$57.6M Sell
736,489
-30,228
-4% -$2.47M 0.02% 912
2018
Q1 		$62.8M Buy
766,717
+186,239
+32% +$13.9M 0.02% 851
2017
Q4 		$37.3M Buy
580,478
+3,866
+0.7% +$234K 0.01% 1169
2017
Q3 		$31M Sell
576,612
-23,603
-4% -$1.18M 0.01% 1292
2017
Q2 		$32.5M Sell
600,215
-7,042
-1% -$362K 0.01% 1242
2017
Q1 		$29.5M Sell
607,257
-215,612
-26% -$9.99M 0.01% 1314
2016
Q4 		$36.3M Buy
822,869
+20,243
+3% +$805K 0.01% 1150
2016
Q3 		$29.1M Buy
802,626
+25,192
+3% +$937K 0.01% 1216
2016
Q2 		$28.7M Sell
777,434
-51,693
-6% -$1.9M 0.01% 1175
2016
Q1 		$30.6M Buy
829,127
+262,426
+46% +$9.27M 0.01% 1142
2015
Q4 		$25.5M Buy
566,701
+11,613
+2% +$508K 0.01% 1240
2015
Q3 		$20.5M Buy
555,088
+76,401
+16% +$2.9M 0.01% 1397
2015
Q2 		$18.8M Buy
478,687
+4,622
+1% +$177K 0.01% 1528
2015
Q1 		$18.2M Sell
474,065
-221,457
-32% -$8.07M ﹤0.01% 1574
2014
Q4 		$23.1M Sell
695,522
-70,220
-9% -$2.11M 0.01% 1365
2014
Q3 		$20.6M Sell
765,742
-808,157
-51% -$25.1M 0.01% 1405
2014
Q2 		$56M Buy
1,573,899
+196,903
+14% +$7.05M 0.02% 850
2014
Q1 		$53.1M Buy
1,376,996
+215,933
+19% +$7.24M 0.01% 852
2013
Q4 		$40.5M Buy
1,161,063
+344,682
+42% +$11.5M 0.01% 1006
2013
Q3 		$26.9M Sell
816,381
-317,614
-28% -$9.85M 0.01% 1209
2013
Q2 		$30.3M Buy
+1,133,995
New +$28.5M 0.01% 1109

Other funds holding EFOR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
BFG
Bleakley Financial Group Fairfield, New Jersey $7.85B AUM 31.48% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
TBC
Tweedy, Browne Co Stamford, Connecticut $1.32B AUM 32.9% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Bank of New York Mellon's EFOR Position: Q2 2026 in Review

Bank of New York Mellon reduced its Everforth Inc (EFOR) stake by 5.9% in Q2 2026, selling an estimated $363K and leaving 236,189 shares worth $4.22M. The position accounts for ﹤0.01% of the portfolio, ranked #2544.

Bank of New York Mellon first reported a position in EFOR in Q2 2013 and has held it in 53 quarters since. The position peaked at $71.3M in Q4 2021. 97 funds tracked by Wall St. Rank hold EFOR as of Q2 2026.

  • Bank of New York Mellon held 236,189 shares of Everforth Inc worth $4.22M as of Q2 2026.
  • Bank of New York Mellon sold 14,852 Everforth Inc shares in Q2 2026, an estimated $363K.
  • Everforth Inc made up ﹤0.01% of Bank of New York Mellon's portfolio in Q2 2026, its #2544 holding.
  • Bank of New York Mellon first reported a position in Everforth Inc in Q2 2013 and has held it in 53 quarters since.
  • Bank of New York Mellon's Everforth Inc position peaked at $71.3M in Q4 2021.
  • 97 funds tracked by Wall St. Rank held Everforth Inc as of Q2 2026.

Based on Bank of New York Mellon's 13F filing for Q2 2026, filed 6 Aug 2026.