iSAM Funds (UK)’s Everforth Inc EFOR Stock Holding History

iSAM Funds (UK)’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
2025 Q4	–	Sell	-7,399	Closed	-$350K	–	338
2025 Q3	$350K	Sell	7,399 -3,119	-30%	-$159K	0.07%	325
2025 Q2	$525K	Buy	+10,518	New	+$575K	0.12%	258

Other funds holding EFOR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

NAMI

Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM

Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

iSAM Funds (UK)'s EFOR Position: Q4 2025 in Review

iSAM Funds (UK) sold out of Everforth Inc (EFOR) in Q4 2025, closing a stake of 7,399 shares — an estimated $350K sold.

iSAM Funds (UK) first reported a position in EFOR in Q2 2025 and held it in 2 quarters. The position peaked at $525K in Q2 2025. 275 funds tracked by Wall St. Rank hold EFOR as of Q4 2025.

iSAM Funds (UK) reported no remaining Everforth Inc position as of Q4 2025 after selling out during the quarter.
iSAM Funds (UK) sold 7,399 Everforth Inc shares in Q4 2025, an estimated $350K.
iSAM Funds (UK) first reported a position in Everforth Inc in Q2 2025 and held it in 2 quarters.
iSAM Funds (UK)'s Everforth Inc position peaked at $525K in Q2 2025.
275 funds tracked by Wall St. Rank held Everforth Inc as of Q4 2025.

Based on iSAM Funds (UK)'s 13F filing for Q4 2025, filed 17 Feb 2026.