Cerity Partners
EFOR

Cerity Partners’s Everforth Inc EFOR Stock Holding History

Cerity Partners’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 		$1.18M Buy
30,594
+23,766
+348% +$1.06M ﹤0.01% 1770
2025
Q4 		$329K Sell
6,828
-609
-8% -$28.1K ﹤0.01% 2357
2025
Q3 		$352K Buy
+7,437
New +$379K ﹤0.01% 2182

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

Cerity Partners's EFOR Position: Q1 2026 in Review

Cerity Partners increased its Everforth Inc (EFOR) stake by 348% in Q1 2026, buying an estimated $1.06M and bringing the position to 30,594 shares worth $1.18M. The position accounts for ﹤0.01% of the portfolio, ranked #1770.

Cerity Partners first reported a position in EFOR in Q3 2025 and has held it in 3 quarters since. 249 funds tracked by Wall St. Rank hold EFOR as of Q1 2026.

  • Cerity Partners held 30,594 shares of Everforth Inc worth $1.18M as of Q1 2026.
  • Cerity Partners bought 23,766 Everforth Inc shares in Q1 2026, an estimated $1.06M.
  • Everforth Inc made up ﹤0.01% of Cerity Partners's portfolio in Q1 2026, its #1770 holding.
  • Cerity Partners first reported a position in Everforth Inc in Q3 2025 and has held it in 3 quarters since.
  • 249 funds tracked by Wall St. Rank held Everforth Inc as of Q1 2026.

Based on Cerity Partners's 13F filing for Q1 2026, filed 15 May 2026.