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
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 $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

Campbell & Co Investment Adviser's EFOR Position: Q4 2025 in Review

Campbell & Co Investment Adviser sold out of Everforth Inc (EFOR) in Q4 2025, closing a stake of 15,911 shares — an estimated $753K sold.

Campbell & Co Investment Adviser first reported a position in EFOR in Q2 2014 and held it in 13 quarters. The position peaked at $4.66M in Q2 2024. 275 funds tracked by Wall St. Rank hold EFOR as of Q4 2025.

  • Campbell & Co Investment Adviser reported no remaining Everforth Inc position as of Q4 2025 after selling out during the quarter.
  • Campbell & Co Investment Adviser sold 15,911 Everforth Inc shares in Q4 2025, an estimated $753K.
  • Campbell & Co Investment Adviser first reported a position in Everforth Inc in Q2 2014 and held it in 13 quarters.
  • Campbell & Co Investment Adviser's Everforth Inc position peaked at $4.66M in Q2 2024.
  • 275 funds tracked by Wall St. Rank held Everforth Inc as of Q4 2025.

Based on Campbell & Co Investment Adviser's 13F filing for Q4 2025, filed 12 Feb 2026.