HSBC Holdings’s Everforth Inc EFOR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $334K | Sell |
8,604
-6,682
| -44% | -$298K | ﹤0.01% | 2410 |
|
|
2025
Q4 | $739K | Sell |
15,286
-1,626
| -10% | -$75K | ﹤0.01% | 2107 |
|
|
2025
Q3 | $797K | Sell |
16,912
-7,641
| -31% | -$390K | ﹤0.01% | 1892 |
|
|
2025
Q2 | $1.22M | Buy |
24,553
+12,518
| +104% | +$684K | ﹤0.01% | 1705 |
|
|
2025
Q1 | $756K | Buy |
12,035
+281
| +2% | +$21.6K | ﹤0.01% | 1878 |
|
|
2024
Q4 | $980K | Sell |
11,754
-5,195
| -31% | -$474K | ﹤0.01% | 1813 |
|
|
2024
Q3 | $1.58M | Buy |
16,949
+13,846
| +446% | +$1.28M | ﹤0.01% | 1520 |
|
|
2024
Q2 | $274K | Sell |
3,103
-1,285
| -29% | -$123K | ﹤0.01% | 2350 |
|
|
2024
Q1 | $459K | Buy |
+4,388
| New | +$424K | ﹤0.01% | 2143 |
|
|
2023
Q4 | – | Sell |
-6,565
| Closed | -$539K | – | 2719 |
|
|
2023
Q3 | $539K | Sell |
6,565
-2,560
| -28% | -$204K | ﹤0.01% | 1961 |
|
|
2023
Q2 | $696K | Sell |
9,125
-3,024
| -25% | -$217K | ﹤0.01% | 1858 |
|
|
2023
Q1 | $997K | Buy |
12,149
+7,058
| +139% | +$612K | ﹤0.01% | 1765 |
|
|
2022
Q4 | $415K | Sell |
5,091
-20,497
| -80% | -$1.8M | ﹤0.01% | 2364 |
|
|
2022
Q3 | $2.35M | Sell |
25,588
-12,230
| -32% | -$1.19M | ﹤0.01% | 1495 |
|
|
2022
Q2 | $3.41M | Buy |
37,818
+21,970
| +139% | +$2.25M | ﹤0.01% | 1345 |
|
|
2022
Q1 | $1.85M | Buy |
15,848
+1,556
| +11% | +$176K | ﹤0.01% | 1634 |
|
|
2021
Q4 | $1.77M | Buy |
14,292
+7,866
| +122% | +$962K | ﹤0.01% | 1753 |
|
|
2021
Q3 | $734K | Sell |
6,426
-1,776
| -22% | -$187K | ﹤0.01% | 2039 |
|
|
2021
Q2 | $794K | Buy |
8,202
+2,730
| +50% | +$279K | ﹤0.01% | 1891 |
|
|
2021
Q1 | $524K | Buy |
5,472
+182
| +3% | +$16.8K | ﹤0.01% | 1945 |
|
|
2020
Q4 | $441K | Buy |
+5,290
| New | +$407K | ﹤0.01% | 2280 |
|
|
2020
Q1 | – | Sell |
-28,080
| Closed | -$2.01M | – | 2692 |
|
|
2019
Q4 | $2.01M | Sell |
28,080
-9,811
| -26% | -$640K | ﹤0.01% | 1502 |
|
|
2019
Q3 | $2.38M | Buy |
37,891
+26,115
| +222% | +$1.61M | ﹤0.01% | 1517 |
|
|
2019
Q2 | $714K | Sell |
11,776
-66,684
| -85% | -$4.01M | ﹤0.01% | 1918 |
|
|
2019
Q1 | $4.98M | Buy |
78,460
+23,729
| +43% | +$1.48M | 0.01% | 1118 |
|
|
2018
Q4 | $2.98M | Buy |
+54,731
| New | +$3.57M | 0.01% | 1322 |
|
|
2018
Q2 | – | Sell |
-5,394
| Closed | -$443K | – | 2555 |
|
|
2018
Q1 | $443K | Buy |
+5,394
| New | +$404K | ﹤0.01% | 2002 |
|
|
2017
Q1 | – | Sell |
-9,647
| Closed | -$426K | – | 2138 |
|
|
2016
Q4 | $426K | Buy |
+9,647
| New | +$384K | ﹤0.01% | 1948 |
|
|
2015
Q2 | – | Sell |
-5,702
| Closed | -$219K | – | 2067 |
|
|
2015
Q1 | $219K | Buy |
+5,702
| New | +$208K | ﹤0.01% | 1893 |
|
Other funds holding EFOR
VPM
VCM
RP
HSBC Holdings's EFOR Position: Q1 2026 in Review
HSBC Holdings reduced its Everforth Inc (EFOR) stake by 44% in Q1 2026, selling an estimated $298K and leaving 8,604 shares worth $334K. The position accounts for ﹤0.01% of the portfolio, ranked #2410.
HSBC Holdings first reported a position in EFOR in Q1 2015 and has held it in 29 quarters since. The position peaked at $4.98M in Q1 2019. 249 funds tracked by Wall St. Rank hold EFOR as of Q1 2026.
- HSBC Holdings held 8,604 shares of Everforth Inc worth $334K as of Q1 2026.
- HSBC Holdings sold 6,682 Everforth Inc shares in Q1 2026, an estimated $298K.
- Everforth Inc made up ﹤0.01% of HSBC Holdings's portfolio in Q1 2026, its #2410 holding.
- HSBC Holdings first reported a position in Everforth Inc in Q1 2015 and has held it in 29 quarters since.
- HSBC Holdings's Everforth Inc position peaked at $4.98M in Q1 2019.
- 249 funds tracked by Wall St. Rank held Everforth Inc as of Q1 2026.
Based on HSBC Holdings's 13F filing for Q1 2026, filed 30 Apr 2026.