EF
EFOR

Empowered Funds’s Everforth Inc EFOR Stock Holding History

Empowered 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 		– Sell
-5,117
Closed -$246K – 2109
2025
Q4 		$246K Buy
5,117
+130
+3% +$5.99K ﹤0.01% 899
2025
Q3 		$236K Sell
4,987
-53
-1% -$2.7K ﹤0.01% 1667
2025
Q2 		$252K Buy
+5,040
New +$275K ﹤0.01% 1576
2018
Q4 		– Sell
-18,130
Closed -$1.42M – 93
2018
Q3 		$1.42M Buy
+18,130
New +$1.57M 0.42% 89

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

Empowered Funds's EFOR Position: Q1 2026 in Review

Empowered Funds sold out of Everforth Inc (EFOR) in Q1 2026, closing a stake of 5,117 shares — an estimated $246K sold.

Empowered Funds first reported a position in EFOR in Q3 2018 and held it in 4 quarters. The position peaked at $1.42M in Q3 2018. 249 funds tracked by Wall St. Rank hold EFOR as of Q1 2026.

  • Empowered Funds reported no remaining Everforth Inc position as of Q1 2026 after selling out during the quarter.
  • Empowered Funds sold 5,117 Everforth Inc shares in Q1 2026, an estimated $246K.
  • Empowered Funds first reported a position in Everforth Inc in Q3 2018 and held it in 4 quarters.
  • Empowered Funds's Everforth Inc position peaked at $1.42M in Q3 2018.
  • 249 funds tracked by Wall St. Rank held Everforth Inc as of Q1 2026.

Based on Empowered Funds's 13F filing for Q1 2026, filed 15 May 2026.