HF
EFOR

HRT Financial’s Everforth Inc EFOR Stock Holding History

HRT Financial’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
-206,019
Closed -$9.92M – 3751
2025
Q4 		$9.92M Buy
206,019
+114,154
+124% +$5.26M 0.03% 464
2025
Q3 		$4.35M Buy
91,865
+65,329
+246% +$3.33M 0.02% 737
2025
Q2 		$1.32M Buy
+26,536
New +$1.45M 0.01% 1124
2025
Q1 		– Sell
-31,388
Closed -$2.62M – 2503
2024
Q4 		$2.62M Buy
31,388
+3,571
+13% +$326K 0.01% 638
2024
Q3 		$2.59M Buy
+27,817
New +$2.58M 0.01% 773
2024
Q1 		– Sell
-15,000
Closed -$1.44M – 2286
2023
Q4 		$1.44M Sell
15,000
-13,903
-48% -$1.21M 0.01% 809
2023
Q3 		$2.36M Buy
+28,903
New +$2.3M 0.02% 546
2022
Q4 		– Sell
-28,413
Closed -$2.57M – 2444
2022
Q3 		$2.57M Buy
28,413
+12,447
+78% +$1.21M 0.03% 518
2022
Q2 		$1.44M Buy
+15,966
New +$1.64M 0.02% 725
2022
Q1 		– Sell
-25,518
Closed -$3.15M – 3065
2021
Q4 		$3.15M Buy
25,518
+2,198
+9% +$269K 0.02% 444
2021
Q3 		$2.64M Buy
23,320
+12,111
+108% +$1.27M 0.02% 568
2021
Q2 		$1.09M Buy
+11,209
New +$1.15M 0.01% 974
2020
Q4 		– Sell
-15,936
Closed -$1.01M – 1823
2020
Q3 		$1.01M Buy
+15,936
New +$1.1M 0.03% 534
2019
Q4 		– Sell
-4,795
Closed -$301K – 1139
2019
Q3 		$301K Buy
+4,795
New +$296K 0.01% 942
2018
Q4 		– Sell
-4,942
Closed -$390K – 585
2018
Q3 		$390K Buy
+4,942
New +$427K 0.06% 207

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

HRT Financial's EFOR Position: Q1 2026 in Review

HRT Financial sold out of Everforth Inc (EFOR) in Q1 2026, closing a stake of 206,019 shares — an estimated $9.92M sold.

HRT Financial first reported a position in EFOR in Q3 2018 and held it in 15 quarters. The position peaked at $9.92M in Q4 2025. 249 funds tracked by Wall St. Rank hold EFOR as of Q1 2026.

  • HRT Financial reported no remaining Everforth Inc position as of Q1 2026 after selling out during the quarter.
  • HRT Financial sold 206,019 Everforth Inc shares in Q1 2026, an estimated $9.92M.
  • HRT Financial first reported a position in Everforth Inc in Q3 2018 and held it in 15 quarters.
  • HRT Financial's Everforth Inc position peaked at $9.92M in Q4 2025.
  • 249 funds tracked by Wall St. Rank held Everforth Inc as of Q1 2026.

Based on HRT Financial's 13F filing for Q1 2026, filed 14 May 2026.