Citigroup
EFOR

Citigroup’s Everforth Inc EFOR Stock Holding History

Citigroup’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 		$7.84M Sell
202,430
-8,529
-4% -$380K ﹤0.01% 1622
2025
Q4 		$10.2M Sell
210,959
-23,872
-10% -$1.1M ﹤0.01% 1518
2025
Q3 		$11.1M Buy
234,831
+211,523
+908% +$10.8M 0.01% 1405
2025
Q2 		$1.16M Sell
23,308
-18,155
-44% -$992K ﹤0.01% 3079
2025
Q1 		$2.61M Sell
41,463
-3,530
-8% -$272K ﹤0.01% 2463
2024
Q4 		$3.75M Sell
44,993
-13,105
-23% -$1.2M ﹤0.01% 2244
2024
Q3 		$5.42M Buy
58,098
+26,061
+81% +$2.42M ﹤0.01% 1779
2024
Q2 		$2.82M Buy
32,037
+17,791
+125% +$1.7M ﹤0.01% 2067
2024
Q1 		$1.49M Sell
14,246
-95,265
-87% -$9.21M ﹤0.01% 2690
2023
Q4 		$10.5M Buy
109,511
+5,274
+5% +$461K 0.01% 1186
2023
Q3 		$8.51M Buy
104,237
+82,564
+381% +$6.57M 0.01% 1173
2023
Q2 		$1.64M Buy
21,673
+13,798
+175% +$992K ﹤0.01% 2406
2023
Q1 		$651K Sell
7,875
-576
-7% -$50K ﹤0.01% 2911
2022
Q4 		$689K Sell
8,451
-6,306
-43% -$553K ﹤0.01% 2940
2022
Q3 		$1.33M Buy
14,757
+5,423
+58% +$526K ﹤0.01% 2481
2022
Q2 		$842K Buy
9,334
+1,669
+22% +$171K ﹤0.01% 2802
2022
Q1 		$895K Sell
7,665
-13,342
-64% -$1.51M ﹤0.01% 3074
2021
Q4 		$2.59M Buy
21,007
+9,683
+86% +$1.18M ﹤0.01% 2408
2021
Q3 		$1.28M Sell
11,324
-1,556
-12% -$164K ﹤0.01% 2892
2021
Q2 		$1.25M Sell
12,880
-1,246
-9% -$127K ﹤0.01% 3056
2021
Q1 		$1.35M Sell
14,126
-11,056
-44% -$1.02M ﹤0.01% 2755
2020
Q4 		$2.1M Buy
25,182
+9,942
+65% +$765K ﹤0.01% 2803
2020
Q3 		$969K Sell
15,240
-10,746
-41% -$739K ﹤0.01% 3301
2020
Q2 		$1.73M Buy
25,986
+1,754
+7% +$93.1K ﹤0.01% 2984
2020
Q1 		$856K Buy
24,232
+1,802
+8% +$102K ﹤0.01% 3352
2019
Q4 		$1.59M Buy
22,430
+12,997
+138% +$848K ﹤0.01% 3252
2019
Q3 		$593K Sell
9,433
-4,134
-30% -$255K ﹤0.01% 4181
2019
Q2 		$822K Sell
13,567
-13,662
-50% -$821K ﹤0.01% 3878
2019
Q1 		$1.73M Buy
27,229
+3,454
+15% +$216K ﹤0.01% 2811
2018
Q4 		$1.3M Sell
23,775
-13,199
-36% -$860K ﹤0.01% 3130
2018
Q3 		$2.92M Buy
36,974
+13,622
+58% +$1.18M ﹤0.01% 2375
2018
Q2 		$1.82M Buy
+23,352
New +$1.91M ﹤0.01% 2752
2018
Q1 		– Sell
-11,416
Closed -$733K – 7526
2017
Q4 		$733K Sell
11,416
-22,073
-66% -$1.34M ﹤0.01% 3668
2017
Q3 		$1.8M Sell
33,489
-8,078
-19% -$404K ﹤0.01% 2767
2017
Q2 		$2.25M Sell
41,567
-2,239
-5% -$115K ﹤0.01% 2468
2017
Q1 		$2.13M Sell
43,806
-49,871
-53% -$2.31M ﹤0.01% 2421
2016
Q4 		$4.14M Buy
93,677
+56,800
+154% +$2.26M ﹤0.01% 2058
2016
Q3 		$1.34M Sell
36,877
-41,338
-53% -$1.54M ﹤0.01% 2903
2016
Q2 		$2.89M Buy
78,215
+35,081
+81% +$1.29M ﹤0.01% 2046
2016
Q1 		$1.59M Buy
43,134
+24,022
+126% +$848K ﹤0.01% 2778
2015
Q4 		$860K Buy
19,112
+214
+1% +$9.35K ﹤0.01% 3305
2015
Q3 		$697K Buy
18,898
+11,586
+158% +$440K ﹤0.01% 3429
2015
Q2 		$287K Buy
7,312
+2,007
+38% +$76.6K ﹤0.01% 4160
2015
Q1 		$203K Sell
5,305
-16,613
-76% -$605K ﹤0.01% 4514
2014
Q4 		$727K Buy
21,918
+15,740
+255% +$473K ﹤0.01% 3473
2014
Q3 		$166K Buy
6,178
+3,275
+113% +$102K ﹤0.01% 4364
2014
Q2 		$103K Sell
2,903
-24,872
-90% -$890K ﹤0.01% 4643
2014
Q1 		$1.07M Buy
27,775
+9,333
+51% +$313K ﹤0.01% 2817
2013
Q4 		$643K Buy
18,442
+16,982
+1,163% +$566K ﹤0.01% 3581
2013
Q3 		$48K Buy
1,460
+959
+191% +$29.7K ﹤0.01% 5308
2013
Q2 		$14K Buy
+501
New +$12.6K ﹤0.01% 5959

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

Citigroup's EFOR Position: Q1 2026 in Review

Citigroup reduced its Everforth Inc (EFOR) stake by 4% in Q1 2026, selling an estimated $380K and leaving 202,430 shares worth $7.84M. The position accounts for ﹤0.01% of the portfolio, ranked #1622.

Citigroup first reported a position in EFOR in Q2 2013 and has held it in 51 quarters since. The position peaked at $11.1M in Q3 2025. 249 funds tracked by Wall St. Rank hold EFOR as of Q1 2026.

  • Citigroup held 202,430 shares of Everforth Inc worth $7.84M as of Q1 2026.
  • Citigroup sold 8,529 Everforth Inc shares in Q1 2026, an estimated $380K.
  • Everforth Inc made up ﹤0.01% of Citigroup's portfolio in Q1 2026, its #1622 holding.
  • Citigroup first reported a position in Everforth Inc in Q2 2013 and has held it in 51 quarters since.
  • Citigroup's Everforth Inc position peaked at $11.1M in Q3 2025.
  • 249 funds tracked by Wall St. Rank held Everforth Inc as of Q1 2026.

Based on Citigroup's 13F filing for Q1 2026, filed 11 May 2026.