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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Citigroup's EFOR Position: Q2 2026 in Review

Citigroup reduced its Everforth Inc (EFOR) stake by 58% in Q2 2026, selling an estimated $2.87M and leaving 84,903 shares worth $1.52M. The position accounts for ﹤0.01% of the portfolio, ranked #3137.

Citigroup first reported a position in EFOR in Q2 2013 and has held it in 52 quarters since. The position peaked at $11.1M in Q3 2025. 247 funds tracked by Wall St. Rank hold EFOR as of Q2 2026.

Citigroup held 84,903 shares of Everforth Inc worth $1.52M as of Q2 2026.
Citigroup sold 117,527 Everforth Inc shares in Q2 2026, an estimated $2.87M.
Everforth Inc made up ﹤0.01% of Citigroup's portfolio in Q2 2026, its #3137 holding.
Citigroup first reported a position in Everforth Inc in Q2 2013 and has held it in 52 quarters since.
Citigroup's Everforth Inc position peaked at $11.1M in Q3 2025.
247 funds tracked by Wall St. Rank held Everforth Inc as of Q2 2026.

Based on Citigroup's 13F filing for Q2 2026, filed 3 Aug 2026.