FAM
EFOR

Fulcrum Asset Management’s Everforth Inc EFOR Stock Holding History

Fulcrum 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 		$57.2K Buy
+3,054
New +$74.6K 0.01% 553

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

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

Fulcrum Asset Management opened a new position in Everforth Inc (EFOR) in Q2 2026: 3,054 shares worth $57.2K. The stake represents 0.01% of the portfolio and ranks #553 among its holdings.

248 funds tracked by Wall St. Rank hold EFOR as of Q2 2026.

  • Fulcrum Asset Management held 3,054 shares of Everforth Inc worth $57.2K as of Q2 2026.
  • Everforth Inc was a new Fulcrum Asset Management position in Q2 2026.
  • Everforth Inc made up 0.01% of Fulcrum Asset Management's portfolio in Q2 2026, its #553 holding.
  • 248 funds tracked by Wall St. Rank held Everforth Inc as of Q2 2026.

Based on Fulcrum Asset Management's 13F filing for Q2 2026, filed 18 Aug 2026.