Barclays
EFOR

Barclays’s Everforth Inc EFOR Stock Holding History

Barclays’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 		$4M Sell
103,457
-99,324
-49% -$4.43M ﹤0.01% 1952
2025
Q4 		$9.77M Buy
202,781
+19,168
+10% +$884K ﹤0.01% 1692
2025
Q3 		$8.69M Buy
183,613
+76,287
+71% +$3.89M ﹤0.01% 1775
2025
Q2 		$5.36M Buy
107,326
+34,134
+47% +$1.86M ﹤0.01% 2060
2025
Q1 		$4.61M Sell
73,192
-35,039
-32% -$2.7M ﹤0.01% 1978
2024
Q4 		$9.02M Buy
108,231
+21,236
+24% +$1.94M ﹤0.01% 1647
2024
Q3 		$8.11M Buy
86,995
+53,441
+159% +$4.96M ﹤0.01% 1636
2024
Q2 		$2.96M Sell
33,554
-49,090
-59% -$4.69M ﹤0.01% 1863
2024
Q1 		$8.66M Sell
82,644
-28,890
-26% -$2.79M ﹤0.01% 1495
2023
Q4 		$10.7M Buy
111,534
+73,736
+195% +$6.44M ﹤0.01% 1466
2023
Q3 		$3.09M Sell
37,798
-9,613
-20% -$765K ﹤0.01% 1634
2023
Q2 		$3.59M Buy
47,411
+3,446
+8% +$248K ﹤0.01% 1542
2023
Q1 		$3.63M Buy
43,965
+4,293
+11% +$372K ﹤0.01% 1762
2022
Q4 		$3.23M Buy
39,672
+16,031
+68% +$1.41M ﹤0.01% 1924
2022
Q3 		$2.14M Buy
23,641
+965
+4% +$93.6K ﹤0.01% 1706
2022
Q2 		$2.04M Buy
22,676
+9,467
+72% +$971K ﹤0.01% 1836
2022
Q1 		$1.54M Sell
13,209
-60,863
-82% -$6.9M ﹤0.01% 2069
2021
Q4 		$9.14M Buy
74,072
+25,977
+54% +$3.18M ﹤0.01% 1315
2021
Q3 		$5.44M Sell
48,095
-5,930
-11% -$624K ﹤0.01% 1574
2021
Q2 		$5.24M Buy
54,025
+6,971
+15% +$712K ﹤0.01% 1558
2021
Q1 		$4.49M Buy
47,054
+22,118
+89% +$2.04M ﹤0.01% 1607
2020
Q4 		$2.08M Buy
24,936
+18
+0.1% +$1.38K ﹤0.01% 2199
2020
Q3 		$1.58M Sell
24,918
-6,495
-21% -$447K ﹤0.01% 2300
2020
Q2 		$2.1M Buy
31,413
+1,147
+4% +$60.8K ﹤0.01% 2069
2020
Q1 		$1.07M Sell
30,266
-31,843
-51% -$1.8M ﹤0.01% 2886
2019
Q4 		$4.41M Buy
62,109
+26,820
+76% +$1.75M ﹤0.01% 2143
2019
Q3 		$2.22M Sell
35,289
-3,313
-9% -$205K ﹤0.01% 2725
2019
Q2 		$2.34M Buy
38,602
+21,130
+121% +$1.27M ﹤0.01% 2716
2019
Q1 		$1.11M Buy
17,472
+13,798
+376% +$863K ﹤0.01% 3297
2018
Q4 		$200K Sell
3,674
-68,784
-95% -$4.48M ﹤0.01% 4572
2018
Q3 		$5.72M Buy
72,458
+53,794
+288% +$4.65M ﹤0.01% 1679
2018
Q2 		$1.46M Sell
18,664
-22,347
-54% -$1.83M ﹤0.01% 2868
2018
Q1 		$3.36M Buy
41,011
+28,380
+225% +$2.12M ﹤0.01% 1953
2017
Q4 		$812K Buy
12,631
+9,699
+331% +$587K ﹤0.01% 3325
2017
Q3 		$157K Sell
2,932
-32,547
-92% -$1.63M ﹤0.01% 4612
2017
Q2 		$1.92M Buy
35,479
+5,937
+20% +$305K ﹤0.01% 2283
2017
Q1 		$1.43M Buy
29,542
+231
+0.8% +$10.7K ﹤0.01% 2396
2016
Q4 		$1.29M Sell
29,311
-455
-2% -$18.1K ﹤0.01% 2497
2016
Q3 		$1.08M Buy
+29,766
New +$1.11M ﹤0.01% 2555
2013
Q4 		– Sell
-24,820
Closed -$819K – 7515
2013
Q3 		$819K Sell
24,820
-12,687
-34% -$393K ﹤0.01% 3576
2013
Q2 		$1M Buy
+37,507
New +$944K ﹤0.01% 3351

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

Barclays's EFOR Position: Q1 2026 in Review

Barclays reduced its Everforth Inc (EFOR) stake by 49% in Q1 2026, selling an estimated $4.43M and leaving 103,457 shares worth $4M. The position accounts for ﹤0.01% of the portfolio, ranked #1952.

Barclays first reported a position in EFOR in Q2 2013 and has held it in 41 quarters since. The position peaked at $10.7M in Q4 2023. 249 funds tracked by Wall St. Rank hold EFOR as of Q1 2026.

  • Barclays held 103,457 shares of Everforth Inc worth $4M as of Q1 2026.
  • Barclays sold 99,324 Everforth Inc shares in Q1 2026, an estimated $4.43M.
  • Everforth Inc made up ﹤0.01% of Barclays's portfolio in Q1 2026, its #1952 holding.
  • Barclays first reported a position in Everforth Inc in Q2 2013 and has held it in 41 quarters since.
  • Barclays's Everforth Inc position peaked at $10.7M in Q4 2023.
  • 249 funds tracked by Wall St. Rank held Everforth Inc as of Q1 2026.

Based on Barclays's 13F filing for Q1 2026, filed 15 May 2026.