CCIA
EFOR

Campbell & Co Investment Adviser’s Everforth Inc EFOR Stock Holding History

Campbell & Co Investment Adviser’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
Q2 		$203K Buy
+11,333
New +$277K 0.01% 977
2025
Q4 		– Sell
-15,911
Closed -$753K – 1125
2025
Q3 		$753K Sell
15,911
-8,827
-36% -$450K 0.06% 540
2025
Q2 		$1.24M Sell
24,738
-25,660
-51% -$1.4M 0.08% 413
2025
Q1 		$3.18M Buy
50,398
+43,344
+614% +$3.34M 0.24% 87
2024
Q4 		$588K Sell
7,054
-10,934
-61% -$998K 0.05% 599
2024
Q3 		$1.68M Sell
17,988
-34,903
-66% -$3.24M 0.12% 244
2024
Q2 		$4.66M Buy
+52,891
New +$5.05M 0.4% 31
2023
Q3 		– Sell
-9,547
Closed -$722K – 935
2023
Q2 		$722K Sell
9,547
-3,998
-30% -$287K 0.13% 261
2023
Q1 		$1.12M Buy
+13,545
New +$1.17M 0.21% 122
2022
Q3 		– Sell
-15,193
Closed -$1.37M – 703
2022
Q2 		$1.37M Buy
+15,193
New +$1.56M 0.37% 35
2020
Q4 		– Sell
-4,387
Closed -$279K – 420
2020
Q3 		$279K Buy
+4,387
New +$302K 0.21% 207
2018
Q3 		– Sell
-6,679
Closed -$522K – 395
2018
Q2 		$522K Buy
+6,679
New +$546K 0.4% 54
2014
Q4 		– Sell
-8,598
Closed -$231K – 199
2014
Q3 		$231K Sell
8,598
-28,420
-77% -$881K 0.12% 166
2014
Q2 		$1.32M Buy
+37,018
New +$1.33M 0.53% 77

Other funds holding EFOR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Campbell & Co Investment Adviser's EFOR Position: Q2 2026 in Review

Campbell & Co Investment Adviser opened a new position in Everforth Inc (EFOR) in Q2 2026: 11,333 shares worth $203K. The stake represents 0.01% of the portfolio and ranks #977 among its holdings. This is a return to the name: Campbell & Co Investment Adviser previously reported a position in EFOR as recently as Q3 2025.

Campbell & Co Investment Adviser first reported a position in EFOR in Q2 2014 and has held it in 14 quarters since. The position peaked at $4.66M in Q2 2024. 247 funds tracked by Wall St. Rank hold EFOR as of Q2 2026.

  • Campbell & Co Investment Adviser held 11,333 shares of Everforth Inc worth $203K as of Q2 2026.
  • Everforth Inc was a new Campbell & Co Investment Adviser position in Q2 2026.
  • Everforth Inc made up 0.01% of Campbell & Co Investment Adviser's portfolio in Q2 2026, its #977 holding.
  • Campbell & Co Investment Adviser first reported a position in Everforth Inc in Q2 2014 and has held it in 14 quarters since.
  • Campbell & Co Investment Adviser's Everforth Inc position peaked at $4.66M in Q2 2024.
  • 247 funds tracked by Wall St. Rank held Everforth Inc as of Q2 2026.

Based on Campbell & Co Investment Adviser's 13F filing for Q2 2026, filed 3 Aug 2026.