Banque Cantonale Vaudoise
EFOR icon

Banque Cantonale Vaudoise’s Everforth Inc EFOR Stock Holding History

Banque Cantonale Vaudoise’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
Q3 		$363K Buy
+11,022
New +$307K 0.01% 519
2020
Q4 		– Sell
-250
Closed -$16K – 1069
2020
Q3 		$16K Buy
+250
New +$17.2K ﹤0.01% 992

Other funds holding EFOR

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
New South Capital Management
New South Capital Management Memphis, Tennessee $1.53B AUM 36.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Banque Cantonale Vaudoise's EFOR Position: Q3 2026 in Review

Banque Cantonale Vaudoise opened a new position in Everforth Inc (EFOR) in Q3 2026: 11,022 shares worth $363K. The stake represents 0.01% of the portfolio and ranks #519 among its holdings. This is a return to the name: Banque Cantonale Vaudoise previously reported a position in EFOR as recently as Q3 2020.

Banque Cantonale Vaudoise first reported a position in EFOR in Q3 2020 and has held it in 2 quarters since. 187 funds tracked by Wall St. Rank hold EFOR as of Q3 2026.

  • Banque Cantonale Vaudoise held 11,022 shares of Everforth Inc worth $363K as of Q3 2026.
  • Everforth Inc was a new Banque Cantonale Vaudoise position in Q3 2026.
  • Everforth Inc made up 0.01% of Banque Cantonale Vaudoise's portfolio in Q3 2026, its #519 holding.
  • Banque Cantonale Vaudoise first reported a position in Everforth Inc in Q3 2020 and has held it in 2 quarters since.
  • 187 funds tracked by Wall St. Rank held Everforth Inc as of Q3 2026.

Based on Banque Cantonale Vaudoise's 13F filing for Q3 2026, filed 12 Nov 2026.