IC
EFOR

IEQ Capital’s Everforth Inc EFOR Stock Holding History

IEQ 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
Q1 		$1.7M Buy
44,034
+2,980
+7% +$133K 0.01% 833
2025
Q4 		$1.98M Buy
41,054
+9,964
+32% +$459K 0.01% 796
2025
Q3 		$1.47M Buy
31,090
+26,754
+617% +$1.36M ﹤0.01% 870
2025
Q2 		$216K Buy
+4,336
New +$237K ﹤0.01% 1574

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

IEQ Capital's EFOR Position: Q1 2026 in Review

IEQ Capital increased its Everforth Inc (EFOR) stake by 7.3% in Q1 2026, buying an estimated $133K and bringing the position to 44,034 shares worth $1.7M. The position accounts for 0.01% of the portfolio, ranked #833.

IEQ Capital first reported a position in EFOR in Q2 2025 and has held it in 4 quarters since. The position peaked at $1.98M in Q4 2025. 249 funds tracked by Wall St. Rank hold EFOR as of Q1 2026.

  • IEQ Capital held 44,034 shares of Everforth Inc worth $1.7M as of Q1 2026.
  • IEQ Capital bought 2,980 Everforth Inc shares in Q1 2026, an estimated $133K.
  • Everforth Inc made up 0.01% of IEQ Capital's portfolio in Q1 2026, its #833 holding.
  • IEQ Capital first reported a position in Everforth Inc in Q2 2025 and has held it in 4 quarters since.
  • IEQ Capital's Everforth Inc position peaked at $1.98M in Q4 2025.
  • 249 funds tracked by Wall St. Rank held Everforth Inc as of Q1 2026.

Based on IEQ Capital's 13F filing for Q1 2026, filed 15 May 2026.