Invesco’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 | $69.4M | Buy |
1,793,718
+155,929
| +10% | +$6.95M | 0.01% | 950 |
|
|
2025
Q4 | $78.9M | Buy |
1,637,789
+682,171
| +71% | +$31.4M | 0.01% | 917 |
|
|
2025
Q3 | $45.2M | Buy |
955,618
+28,580
| +3% | +$1.46M | 0.01% | 1122 |
|
|
2025
Q2 | $46.3M | Buy |
927,038
+71,736
| +8% | +$3.92M | 0.01% | 1079 |
|
|
2025
Q1 | $53.9M | Buy |
855,302
+190,030
| +29% | +$14.6M | 0.01% | 1004 |
|
|
2024
Q4 | $55.4M | Sell |
665,272
-5,580
| -0.8% | -$510K | 0.01% | 999 |
|
|
2024
Q3 | $62.5M | Sell |
670,852
-422,276
| -39% | -$39.2M | 0.01% | 949 |
|
|
2024
Q2 | $96.4M | Sell |
1,093,128
-346,868
| -24% | -$33.1M | 0.02% | 797 |
|
|
2024
Q1 | $151M | Sell |
1,439,996
-17,500
| -1% | -$1.69M | 0.03% | 676 |
|
|
2023
Q4 | $140M | Buy |
1,457,496
+78,901
| +6% | +$6.89M | 0.03% | 663 |
|
|
2023
Q3 | $113M | Buy |
1,378,595
+47,126
| +4% | +$3.75M | 0.03% | 692 |
|
|
2023
Q2 | $101M | Sell |
1,331,469
-14,701
| -1% | -$1.06M | 0.03% | 724 |
|
|
2023
Q1 | $111M | Buy |
1,346,170
+25,398
| +2% | +$2.2M | 0.03% | 672 |
|
|
2022
Q4 | $108M | Sell |
1,320,772
-89,878
| -6% | -$7.88M | 0.03% | 690 |
|
|
2022
Q3 | $127M | Sell |
1,410,650
-136,863
| -9% | -$13.3M | 0.04% | 575 |
|
|
2022
Q2 | $140M | Sell |
1,547,513
-92,476
| -6% | -$9.48M | 0.04% | 559 |
|
|
2022
Q1 | $191M | Sell |
1,639,989
-26,165
| -2% | -$2.97M | 0.05% | 515 |
|
|
2021
Q4 | $206M | Sell |
1,666,154
-33,966
| -2% | -$4.15M | 0.05% | 514 |
|
|
2021
Q3 | $192M | Sell |
1,700,120
-68,941
| -4% | -$7.26M | 0.05% | 520 |
|
|
2021
Q2 | $171M | Sell |
1,769,061
-112,375
| -6% | -$11.5M | 0.04% | 604 |
|
|
2021
Q1 | $180M | Buy |
1,881,436
+24,541
| +1% | +$2.27M | 0.05% | 530 |
|
|
2020
Q4 | $155M | Buy |
1,856,895
+494,348
| +36% | +$38M | 0.05% | 542 |
|
|
2020
Q3 | $86.6M | Buy |
1,362,547
+701,898
| +106% | +$48.3M | 0.03% | 691 |
|
|
2020
Q2 | $44.1M | Buy |
660,649
+170,095
| +35% | +$9.02M | 0.02% | 960 |
|
|
2020
Q1 | $17.3M | Sell |
490,554
-193,843
| -28% | -$11M | 0.01% | 1265 |
|
|
2019
Q4 | $48.6M | Sell |
684,397
-167,504
| -20% | -$10.9M | 0.02% | 1028 |
|
|
2019
Q3 | $53.5M | Buy |
851,901
+62,384
| +8% | +$3.85M | 0.01% | 966 |
|
|
2019
Q2 | $47.8M | Buy |
789,517
+625,197
| +380% | +$37.6M | 0.01% | 1052 |
|
|
2019
Q1 | $10.4M | Sell |
164,320
-127,848
| -44% | -$7.99M | ﹤0.01% | 1541 |
|
|
2018
Q4 | $15.9M | Sell |
292,168
-107,322
| -27% | -$7M | 0.01% | 1259 |
|
|
2018
Q3 | $31.5M | Sell |
399,490
-20,365
| -5% | -$1.76M | 0.01% | 1027 |
|
|
2018
Q2 | $32.8M | Buy |
419,855
+142,446
| +51% | +$11.7M | 0.01% | 996 |
|
|
2018
Q1 | $22.7M | Sell |
277,409
-60,576
| -18% | -$4.54M | 0.01% | 1094 |
|
|
2017
Q4 | $21.7M | Buy |
337,985
+22,947
| +7% | +$1.39M | 0.01% | 1172 |
|
|
2017
Q3 | $16.9M | Buy |
315,038
+28,027
| +10% | +$1.4M | 0.01% | 1274 |
|
|
2017
Q2 | $15.5M | Buy |
287,011
+6,739
| +2% | +$346K | ﹤0.01% | 1311 |
|
|
2017
Q1 | $13.6M | Buy |
280,272
+84,092
| +43% | +$3.9M | ﹤0.01% | 1370 |
|
|
2016
Q4 | $8.66M | Buy |
196,180
+133,079
| +211% | +$5.29M | ﹤0.01% | 1646 |
|
|
2016
Q3 | $2.29M | Buy |
63,101
+9,947
| +19% | +$370K | ﹤0.01% | 2451 |
|
|
2016
Q2 | $1.96M | Sell |
53,154
-87,972
| -62% | -$3.24M | ﹤0.01% | 2485 |
|
|
2016
Q1 | $5.21M | Sell |
141,126
-41,180
| -23% | -$1.45M | ﹤0.01% | 1846 |
|
|
2015
Q4 | $8.2M | Buy |
182,306
+1,662
| +0.9% | +$72.6K | ﹤0.01% | 1570 |
|
|
2015
Q3 | $6.67M | Buy |
180,644
+18,651
| +12% | +$708K | ﹤0.01% | 1668 |
|
|
2015
Q2 | $6.36M | Sell |
161,993
-781
| -0.5% | -$29.8K | ﹤0.01% | 1800 |
|
|
2015
Q1 | $6.25M | Buy |
162,774
+99,671
| +158% | +$3.63M | ﹤0.01% | 1817 |
|
|
2014
Q4 | $2.09M | Sell |
63,103
-209,012
| -77% | -$6.28M | ﹤0.01% | 2480 |
|
|
2014
Q3 | $7.31M | Sell |
272,115
-263,627
| -49% | -$8.18M | ﹤0.01% | 1691 |
|
|
2014
Q2 | $19.1M | Buy |
535,742
+211,928
| +65% | +$7.59M | 0.01% | 1233 |
|
|
2014
Q1 | $12.5M | Buy |
323,814
+65,947
| +26% | +$2.21M | 0.01% | 1404 |
|
|
2013
Q4 | $9.01M | Buy |
257,867
+100,666
| +64% | +$3.35M | ﹤0.01% | 1607 |
|
|
2013
Q3 | $5.19M | Buy |
157,201
+81,389
| +107% | +$2.52M | ﹤0.01% | 1904 |
|
|
2013
Q2 | $2.03M | Buy |
+75,812
| New | +$1.91M | ﹤0.01% | 2384 |
|
Other funds holding EFOR
VPM
VCM
RP
NAMI
Invesco's EFOR Position: Q1 2026 in Review
Invesco increased its Everforth Inc (EFOR) stake by 9.5% in Q1 2026, buying an estimated $6.95M and bringing the position to 1,793,718 shares worth $69.4M. The position accounts for 0.01% of the portfolio, ranked #950.
Invesco first reported a position in EFOR in Q2 2013 and has held it in 52 quarters since. The position peaked at $206M in Q4 2021. 249 funds tracked by Wall St. Rank hold EFOR as of Q1 2026.
- Invesco held 1,793,718 shares of Everforth Inc worth $69.4M as of Q1 2026.
- Invesco bought 155,929 Everforth Inc shares in Q1 2026, an estimated $6.95M.
- Everforth Inc made up 0.01% of Invesco's portfolio in Q1 2026, its #950 holding.
- Invesco first reported a position in Everforth Inc in Q2 2013 and has held it in 52 quarters since.
- Invesco's Everforth Inc position peaked at $206M in Q4 2021.
- 249 funds tracked by Wall St. Rank held Everforth Inc as of Q1 2026.
Based on Invesco's 13F filing for Q1 2026, filed 12 May 2026.