CMF
EFOR

Counterpoint Mutual Funds’s Everforth Inc EFOR Stock Holding History

Counterpoint Mutual Funds’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 		$296K Buy
+7,648
New +$341K 0.04% 242
2023
Q3 		– Sell
-1,260
Closed -$95.3K – 303
2023
Q2 		$95.3K Buy
1,260
+157
+14% +$11.3K 0.09% 262
2023
Q1 		$91.2K Buy
+1,103
New +$95.7K 0.08% 298

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

Counterpoint Mutual Funds's EFOR Position: Q1 2026 in Review

Counterpoint Mutual Funds opened a new position in Everforth Inc (EFOR) in Q1 2026: 7,648 shares worth $296K. The stake represents 0.04% of the portfolio and ranks #242 among its holdings. This is a return to the name: Counterpoint Mutual Funds previously reported a position in EFOR as recently as Q2 2023.

Counterpoint Mutual Funds first reported a position in EFOR in Q1 2023 and has held it in 3 quarters since. 249 funds tracked by Wall St. Rank hold EFOR as of Q1 2026.

  • Counterpoint Mutual Funds held 7,648 shares of Everforth Inc worth $296K as of Q1 2026.
  • Everforth Inc was a new Counterpoint Mutual Funds position in Q1 2026.
  • Everforth Inc made up 0.04% of Counterpoint Mutual Funds's portfolio in Q1 2026, its #242 holding.
  • Counterpoint Mutual Funds first reported a position in Everforth Inc in Q1 2023 and has held it in 3 quarters since.
  • 249 funds tracked by Wall St. Rank held Everforth Inc as of Q1 2026.

Based on Counterpoint Mutual Funds's 13F filing for Q1 2026, filed 27 Apr 2026.