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
2016
Q3 		– Sell
-170,000
Closed -$6.28M – 7043
2016
Q2 		$6.28M Buy
+170,000
New +$6.25M 0.01% 1373

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.