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
Q2 		– Sell
-7,648
Closed -$296K – 306
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Counterpoint Mutual Funds's EFOR Position: Q2 2026 in Review

Counterpoint Mutual Funds sold out of Everforth Inc (EFOR) in Q2 2026, closing a stake of 7,648 shares — an estimated $296K sold.

Counterpoint Mutual Funds first reported a position in EFOR in Q1 2023 and held it in 3 quarters. The position peaked at $296K in Q1 2026. 248 funds tracked by Wall St. Rank hold EFOR as of Q2 2026.

  • Counterpoint Mutual Funds reported no remaining Everforth Inc position as of Q2 2026 after selling out during the quarter.
  • Counterpoint Mutual Funds sold 7,648 Everforth Inc shares in Q2 2026, an estimated $296K.
  • Counterpoint Mutual Funds first reported a position in Everforth Inc in Q1 2023 and held it in 3 quarters.
  • Counterpoint Mutual Funds's Everforth Inc position peaked at $296K in Q1 2026.
  • 248 funds tracked by Wall St. Rank held Everforth Inc as of Q2 2026.

Based on Counterpoint Mutual Funds's 13F filing for Q2 2026, filed 20 Jul 2026.