JCIA
EFOR

Jackson Creek Investment Advisors’s Everforth Inc EFOR Stock Holding History

Jackson Creek Investment Advisors’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
Q2 		– Sell
-37,313
Closed -$1.44M – 322
2026
Q1 		$1.44M Buy
+37,313
New +$1.66M 0.43% 114
2021
Q2 		– Sell
-15,939
Closed -$1.52M – 299
2021
Q1 		$1.52M Sell
15,939
-443
-3% -$40.9K 0.53% 13
2020
Q4 		$1.37M Sell
16,382
-43
-0.3% -$3.31K 0.54% 14
2020
Q3 		$1.04M Buy
+16,425
New +$1.13M 0.47% 34

Other funds holding EFOR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Jackson Creek Investment Advisors's EFOR Position: Q2 2026 in Review

Jackson Creek Investment Advisors sold out of Everforth Inc (EFOR) in Q2 2026, closing a stake of 37,313 shares — an estimated $1.44M sold.

Jackson Creek Investment Advisors first reported a position in EFOR in Q3 2020 and held it in 4 quarters. The position peaked at $1.52M in Q1 2021. 247 funds tracked by Wall St. Rank hold EFOR as of Q2 2026.

  • Jackson Creek Investment Advisors reported no remaining Everforth Inc position as of Q2 2026 after selling out during the quarter.
  • Jackson Creek Investment Advisors sold 37,313 Everforth Inc shares in Q2 2026, an estimated $1.44M.
  • Jackson Creek Investment Advisors first reported a position in Everforth Inc in Q3 2020 and held it in 4 quarters.
  • Jackson Creek Investment Advisors's Everforth Inc position peaked at $1.52M in Q1 2021.
  • 247 funds tracked by Wall St. Rank held Everforth Inc as of Q2 2026.

Based on Jackson Creek Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.