BGAI
EFOR

Bruce G. Allen Investments’s Everforth Inc EFOR Stock Holding History

Bruce G. Allen 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 		$426 Buy
11
+3
+38% +$134 ﹤0.01% 993
2025
Q4 		$385 Buy
8
+5
+167% +$230 ﹤0.01% 1004
2025
Q3 		$142 Hold
3
– – ﹤0.01% 1072
2025
Q2 		$150 Hold
3
– – ﹤0.01% 1068
2025
Q1 		$189 Hold
3
– – ﹤0.01% 1057
2024
Q4 		$250 Hold
3
– – ﹤0.01% 1046
2024
Q3 		$280 Hold
3
– – ﹤0.01% 1059
2024
Q2 		$265 Hold
3
– – ﹤0.01% 927
2024
Q1 		$314 Hold
3
– – ﹤0.01% 901
2023
Q4 		$289 Buy
+3
New +$262 ﹤0.01% 954

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

Bruce G. Allen Investments's EFOR Position: Q1 2026 in Review

Bruce G. Allen Investments increased its Everforth Inc (EFOR) stake by 38% in Q1 2026, buying an estimated $134 and bringing the position to 11 shares worth $426. The position accounts for ﹤0.01% of the portfolio, ranked #993.

Bruce G. Allen Investments first reported a position in EFOR in Q4 2023 and has held it in 10 quarters since. 249 funds tracked by Wall St. Rank hold EFOR as of Q1 2026.

  • Bruce G. Allen Investments held 11 shares of Everforth Inc worth $426 as of Q1 2026.
  • Bruce G. Allen Investments bought 3 Everforth Inc shares in Q1 2026, an estimated $134.
  • Everforth Inc made up ﹤0.01% of Bruce G. Allen Investments's portfolio in Q1 2026, its #993 holding.
  • Bruce G. Allen Investments first reported a position in Everforth Inc in Q4 2023 and has held it in 10 quarters since.
  • 249 funds tracked by Wall St. Rank held Everforth Inc as of Q1 2026.

Based on Bruce G. Allen Investments's 13F filing for Q1 2026, filed 8 May 2026.