CAM
EFOR

Congress Asset Management’s Everforth Inc EFOR Stock Holding History

Congress Asset Management’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
Q2 		– Sell
-125,326
Closed -$4.85M – 382
2026
Q1 		$4.85M Buy
125,326
+36,425
+41% +$1.62M 0.03% 250
2025
Q4 		$4.28M Buy
88,901
+3,048
+4% +$141K 0.03% 241
2025
Q3 		$4.07M Buy
+85,853
New +$4.38M 0.03% 242
2023
Q4 		– Sell
-5,225
Closed -$427K – 372
2023
Q3 		$427K Buy
+5,225
New +$416K ﹤0.01% 345
2021
Q2 		– Sell
-77,814
Closed -$7.43M – 361
2021
Q1 		$7.43M Buy
77,814
+6,495
+9% +$600K 0.07% 167
2020
Q4 		$5.96M Buy
71,319
+2,941
+4% +$226K 0.06% 174
2020
Q3 		$4.35M Buy
68,378
+1,523
+2% +$105K 0.05% 182
2020
Q2 		$4.46M Buy
66,855
+848
+1% +$45K 0.05% 170
2020
Q1 		$2.33M Buy
66,007
+7,410
+13% +$420K 0.04% 205
2019
Q4 		$4.16M Buy
58,597
+500
+0.9% +$32.6K 0.05% 185
2019
Q3 		$3.65M Buy
58,097
+2,227
+4% +$138K 0.05% 210
2019
Q2 		$3.39M Buy
55,870
+2,677
+5% +$161K 0.04% 230
2019
Q1 		$3.38M Buy
53,193
+8,648
+19% +$541K 0.04% 225
2018
Q4 		$2.43M Sell
44,545
-3,646
-8% -$238K 0.04% 252
2018
Q3 		$3.8M Buy
48,191
+901
+2% +$77.8K 0.05% 225
2018
Q2 		$3.7M Buy
47,290
+2,484
+6% +$203K 0.05% 214
2018
Q1 		$3.67M Buy
44,806
+21,765
+94% +$1.63M 0.05% 213
2017
Q4 		$1.48M Hold
23,041
– – 0.02% 284
2017
Q3 		$1.24M Buy
+23,041
New +$1.15M 0.02% 306

Other funds holding EFOR

ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
DWM
Drive Wealth Management Lehi, Utah $561M AUM 33.14% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
AWP
Abacus Wealth Partners Santa Monica, California $952M AUM 22.68% 1-Year Est. Return

Congress Asset Management's EFOR Position: Q2 2026 in Review

Congress Asset Management sold out of Everforth Inc (EFOR) in Q2 2026, closing a stake of 125,326 shares — an estimated $4.85M sold.

Congress Asset Management first reported a position in EFOR in Q3 2017 and held it in 19 quarters. The position peaked at $7.43M in Q1 2021. 36 funds tracked by Wall St. Rank hold EFOR as of Q2 2026.

  • Congress Asset Management reported no remaining Everforth Inc position as of Q2 2026 after selling out during the quarter.
  • Congress Asset Management sold 125,326 Everforth Inc shares in Q2 2026, an estimated $4.85M.
  • Congress Asset Management first reported a position in Everforth Inc in Q3 2017 and held it in 19 quarters.
  • Congress Asset Management's Everforth Inc position peaked at $7.43M in Q1 2021.
  • 36 funds tracked by Wall St. Rank held Everforth Inc as of Q2 2026.

Based on Congress Asset Management's 13F filing for Q2 2026, filed 7 Jul 2026.