Barrow, Hanley, Mewhinney & Strauss
EFOR

Barrow, Hanley, Mewhinney & Strauss’s Everforth Inc EFOR Stock Holding History

Barrow, Hanley, Mewhinney & Strauss’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 		$12K Buy
309
+22
+8% +$981 ﹤0.01% 219
2025
Q4 		$13.8K Hold
287
– – ﹤0.01% 190
2025
Q3 		$13.6K Hold
287
– – ﹤0.01% 187
2025
Q2 		$14.3K Buy
+287
New +$15.7K ﹤0.01% 173
2020
Q2 		– Sell
-19,093
Closed -$675K – 322
2020
Q1 		$675K Buy
+19,093
New +$1.08M ﹤0.01% 189

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

Barrow, Hanley, Mewhinney & Strauss's EFOR Position: Q1 2026 in Review

Barrow, Hanley, Mewhinney & Strauss increased its Everforth Inc (EFOR) stake by 7.7% in Q1 2026, buying an estimated $981 and bringing the position to 309 shares worth $12K. The position accounts for ﹤0.01% of the portfolio, ranked #219.

Barrow, Hanley, Mewhinney & Strauss first reported a position in EFOR in Q1 2020 and has held it in 5 quarters since. The position peaked at $675K in Q1 2020. 249 funds tracked by Wall St. Rank hold EFOR as of Q1 2026.

  • Barrow, Hanley, Mewhinney & Strauss held 309 shares of Everforth Inc worth $12K as of Q1 2026.
  • Barrow, Hanley, Mewhinney & Strauss bought 22 Everforth Inc shares in Q1 2026, an estimated $981.
  • Everforth Inc made up ﹤0.01% of Barrow, Hanley, Mewhinney & Strauss's portfolio in Q1 2026, its #219 holding.
  • Barrow, Hanley, Mewhinney & Strauss first reported a position in Everforth Inc in Q1 2020 and has held it in 5 quarters since.
  • Barrow, Hanley, Mewhinney & Strauss's Everforth Inc position peaked at $675K in Q1 2020.
  • 249 funds tracked by Wall St. Rank held Everforth Inc as of Q1 2026.

Based on Barrow, Hanley, Mewhinney & Strauss's 13F filing for Q1 2026, filed 13 May 2026.