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
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 $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

Jackson Creek Investment Advisors's EFOR Position: Q1 2026 in Review

Jackson Creek Investment Advisors opened a new position in Everforth Inc (EFOR) in Q1 2026: 37,313 shares worth $1.44M. The stake represents 0.43% of the portfolio and ranks #114 among its holdings. This is a return to the name: Jackson Creek Investment Advisors previously reported a position in EFOR as recently as Q1 2021.

Jackson Creek Investment Advisors first reported a position in EFOR in Q3 2020 and has held it in 4 quarters since. The position peaked at $1.52M in Q1 2021. 249 funds tracked by Wall St. Rank hold EFOR as of Q1 2026.

  • Jackson Creek Investment Advisors held 37,313 shares of Everforth Inc worth $1.44M as of Q1 2026.
  • Everforth Inc was a new Jackson Creek Investment Advisors position in Q1 2026.
  • Everforth Inc made up 0.43% of Jackson Creek Investment Advisors's portfolio in Q1 2026, its #114 holding.
  • Jackson Creek Investment Advisors first reported a position in Everforth Inc in Q3 2020 and has held it in 4 quarters since.
  • Jackson Creek Investment Advisors's Everforth Inc position peaked at $1.52M in Q1 2021.
  • 249 funds tracked by Wall St. Rank held Everforth Inc as of Q1 2026.

Based on Jackson Creek Investment Advisors's 13F filing for Q1 2026, filed 5 May 2026.