BCI
EFOR

Brinker Capital Investments’s Everforth Inc EFOR Stock Holding History

Brinker Capital Investments’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 		$995K Buy
25,717
+13,422
+109% +$598K 0.01% 1118
2025
Q4 		$592K Sell
12,295
-3,353
-21% -$155K ﹤0.01% 1524
2025
Q3 		$741K Buy
15,648
+2,573
+20% +$131K 0.01% 1373
2025
Q2 		$653K Buy
13,075
+1,375
+12% +$75.1K 0.01% 1395
2025
Q1 		$737K Sell
11,700
-82
-0.7% -$6.31K 0.01% 1227
2024
Q4 		$982K Sell
11,782
-519
-4% -$47.4K 0.01% 1067
2024
Q3 		$1.15M Sell
12,301
-1,009
-8% -$93.6K 0.01% 982
2024
Q2 		$1.17M Sell
13,310
-3,704
-22% -$354K 0.01% 915
2024
Q1 		$1.78M Sell
17,014
-1,710
-9% -$165K 0.02% 713
2023
Q4 		$1.7M Sell
18,724
-266
-1% -$23.2K 0.02% 716
2023
Q3 		$1.55M Sell
18,990
-350
-2% -$27.9K 0.02% 723
2023
Q2 		$1.46M Sell
19,340
-2,985
-13% -$215K 0.02% 788
2023
Q1 		$1.85M Sell
22,325
-1,659
-7% -$144K 0.02% 629
2022
Q4 		$1.95M Buy
23,984
+571
+2% +$50.1K 0.04% 492
2022
Q3 		$2.12M Buy
23,413
+34
+0.1% +$3.3K 0.04% 440
2022
Q2 		$2.11M Buy
23,379
+61
+0.3% +$6.26K 0.04% 455
2022
Q1 		$2.72M Sell
23,318
-2,605
-10% -$295K 0.04% 414
2021
Q4 		$3.2M Buy
25,923
+2,552
+11% +$312K 0.05% 404
2021
Q3 		$2.27M Hold
23,371
– – 0.04% 516
2021
Q2 		$2.27M Buy
23,371
+1,349
+6% +$138K 0.03% 569
2021
Q1 		$2.1M Buy
22,022
+16,804
+322% +$1.55M 0.03% 497
2020
Q4 		$436K Sell
5,218
-13,161
-72% -$1.01M 0.01% 863
2020
Q3 		$1.17M Buy
+18,379
New +$1.26M 0.02% 638
2020
Q1 		– Sell
-105
Closed -$7K – 333
2019
Q4 		$7K Buy
+105
New +$6.85K ﹤0.01% 600

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

Brinker Capital Investments's EFOR Position: Q1 2026 in Review

Brinker Capital Investments increased its Everforth Inc (EFOR) stake by 109% in Q1 2026, buying an estimated $598K and bringing the position to 25,717 shares worth $995K. The position accounts for 0.01% of the portfolio, ranked #1118.

Brinker Capital Investments first reported a position in EFOR in Q4 2019 and has held it in 24 quarters since. The position peaked at $3.2M in Q4 2021. 249 funds tracked by Wall St. Rank hold EFOR as of Q1 2026.

  • Brinker Capital Investments held 25,717 shares of Everforth Inc worth $995K as of Q1 2026.
  • Brinker Capital Investments bought 13,422 Everforth Inc shares in Q1 2026, an estimated $598K.
  • Everforth Inc made up 0.01% of Brinker Capital Investments's portfolio in Q1 2026, its #1118 holding.
  • Brinker Capital Investments first reported a position in Everforth Inc in Q4 2019 and has held it in 24 quarters since.
  • Brinker Capital Investments's Everforth Inc position peaked at $3.2M in Q4 2021.
  • 249 funds tracked by Wall St. Rank held Everforth Inc as of Q1 2026.

Based on Brinker Capital Investments's 13F filing for Q1 2026, filed 13 May 2026.