Capstone Investment Advisors
EFOR

Capstone Investment Advisors’s Everforth Inc EFOR Stock Holding History

Capstone Investment Advisors’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
-6,187
Closed -$293K – 1588
2025
Q3 		$293K Buy
+6,187
New +$316K ﹤0.01% 1659
2024
Q3 		– Sell
-3,961
Closed -$349K – 1905
2024
Q2 		$349K Sell
3,961
-597
-13% -$57K ﹤0.01% 1506
2024
Q1 		$477K Buy
+4,558
New +$441K ﹤0.01% 1589
2016
Q4 		– Sell
-7,258
Closed -$263K – 909
2016
Q3 		$263K Buy
7,258
+1,388
+24% +$51.6K 0.01% 636
2016
Q2 		$216K Sell
5,870
-2,602
-31% -$95.7K ﹤0.01% 618
2016
Q1 		$312K Buy
+8,472
New +$299K 0.01% 504

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

Capstone Investment Advisors's EFOR Position: Q4 2025 in Review

Capstone Investment Advisors sold out of Everforth Inc (EFOR) in Q4 2025, closing a stake of 6,187 shares — an estimated $293K sold.

Capstone Investment Advisors first reported a position in EFOR in Q1 2016 and held it in 6 quarters. The position peaked at $477K in Q1 2024. 275 funds tracked by Wall St. Rank hold EFOR as of Q4 2025.

  • Capstone Investment Advisors reported no remaining Everforth Inc position as of Q4 2025 after selling out during the quarter.
  • Capstone Investment Advisors sold 6,187 Everforth Inc shares in Q4 2025, an estimated $293K.
  • Capstone Investment Advisors first reported a position in Everforth Inc in Q1 2016 and held it in 6 quarters.
  • Capstone Investment Advisors's Everforth Inc position peaked at $477K in Q1 2024.
  • 275 funds tracked by Wall St. Rank held Everforth Inc as of Q4 2025.

Based on Capstone Investment Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.