FORA Capital
EFOR icon

FORA Capital’s Everforth Inc EFOR Stock Holding History

FORA Capital’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
Q3 		$1.04M Buy
+31,694
New +$883K 0.04% 307
2025
Q3 		– Sell
-8,082
Closed -$404K – 481
2025
Q2 		$404K Buy
+8,082
New +$442K 0.04% 357
2024
Q4 		– Sell
-3,259
Closed -$304K – 392
2024
Q3 		$304K Buy
+3,259
New +$302K 0.04% 359
2020
Q4 		– Sell
-1,488
Closed -$95K – 910
2020
Q3 		$95K Buy
+1,488
New +$102K 0.06% 305
2020
Q2 		– Sell
-3,817
Closed -$135K – 884
2020
Q1 		$135K Buy
+3,817
New +$216K 0.03% 539

Other funds holding EFOR

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $36.2B AUM 20.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $234B AUM 43.58% 1-Year Est. Return

FORA Capital's EFOR Position: Q3 2026 in Review

FORA Capital opened a new position in Everforth Inc (EFOR) in Q3 2026: 31,694 shares worth $1.04M. The stake represents 0.04% of the portfolio and ranks #307 among its holdings. This is a return to the name: FORA Capital previously reported a position in EFOR as recently as Q2 2025.

FORA Capital first reported a position in EFOR in Q1 2020 and has held it in 5 quarters since. 224 funds tracked by Wall St. Rank hold EFOR as of Q3 2026.

  • FORA Capital held 31,694 shares of Everforth Inc worth $1.04M as of Q3 2026.
  • Everforth Inc was a new FORA Capital position in Q3 2026.
  • Everforth Inc made up 0.04% of FORA Capital's portfolio in Q3 2026, its #307 holding.
  • FORA Capital first reported a position in Everforth Inc in Q1 2020 and has held it in 5 quarters since.
  • 224 funds tracked by Wall St. Rank held Everforth Inc as of Q3 2026.

Based on FORA Capital's 13F filing for Q3 2026, filed 13 Nov 2026.