Janney Montgomery Scott
EFOR

Janney Montgomery Scott’s Everforth Inc EFOR Stock Holding History

Janney Montgomery Scott’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 		$1.38M Buy
35,559
+5,259
+17% +$234K ﹤0.01% 1470
2025
Q4 		$1.46M Sell
30,300
-3,780
-11% -$174K ﹤0.01% 1510
2025
Q3 		$1.61M Buy
34,080
+4,704
+16% +$240K ﹤0.01% 1423
2025
Q2 		$1.47M Buy
29,376
+7,941
+37% +$434K ﹤0.01% 1361
2025
Q1 		$1.35M Buy
21,435
+169
+0.8% +$13K ﹤0.01% 1358
2024
Q4 		$1.77M Sell
21,266
-1,121
-5% -$102K ﹤0.01% 1217
2024
Q3 		$2.09M Buy
22,387
+118
+0.5% +$10.9K 0.01% 1124
2024
Q2 		$1.96M Sell
22,269
-1,007
-4% -$96.2K 0.01% 1113
2024
Q1 		$2.44M Buy
23,276
+5,510
+31% +$533K 0.01% 1060
2023
Q4 		$1.71M Buy
17,766
+6,664
+60% +$582K 0.01% 1177
2023
Q3 		$907K Sell
11,102
-2,851
-20% -$227K ﹤0.01% 1393
2023
Q2 		$1.05M Buy
13,953
+1,469
+12% +$106K ﹤0.01% 1382
2023
Q1 		$1.03M Buy
12,484
+620
+5% +$53.8K ﹤0.01% 1294
2022
Q4 		$967K Sell
11,864
-1,090
-8% -$95.6K ﹤0.01% 1396
2022
Q3 		$1.17M Buy
12,954
+3,727
+40% +$361K 0.01% 1238
2022
Q2 		$804K Sell
9,227
-4,266
-32% -$437K ﹤0.01% 1350
2022
Q1 		$1.57M Buy
13,493
+4,099
+44% +$465K 0.01% 1018
2021
Q4 		$1.16M Sell
9,394
-497
-5% -$60.8K ﹤0.01% 1246
2021
Q3 		$1.12M Buy
9,891
+186
+2% +$19.6K ﹤0.01% 1229
2021
Q2 		$941K Buy
9,705
+1,386
+17% +$142K ﹤0.01% 1296
2021
Q1 		$794K Sell
8,319
-425
-5% -$39.3K ﹤0.01% 1315
2020
Q4 		$730K Buy
8,744
+374
+4% +$28.8K ﹤0.01% 1348
2020
Q3 		$532K Buy
8,370
+1,300
+18% +$89.4K ﹤0.01% 1391
2020
Q2 		$471K Sell
7,070
-718
-9% -$38.1K ﹤0.01% 1397
2020
Q1 		$275K Sell
7,788
-7,125
-48% -$404K ﹤0.01% 1531
2019
Q4 		$1.06M Sell
14,913
-578
-4% -$37.7K 0.01% 1053
2019
Q3 		$974K Sell
15,491
-6,565
-30% -$405K 0.01% 1055
2019
Q2 		$1.34M Buy
22,056
+2,914
+15% +$175K 0.01% 904
2019
Q1 		$1.22M Buy
19,142
+10,832
+130% +$677K 0.01% 922
2018
Q4 		$453K Sell
8,310
-11,210
-57% -$731K ﹤0.01% 1352
2018
Q3 		$1.54M Buy
19,520
+6,843
+54% +$591K 0.01% 812
2018
Q2 		$991K Buy
12,677
+8,527
+205% +$698K 0.01% 985
2018
Q1 		$340K Buy
+4,150
New +$311K ﹤0.01% 1541
2017
Q4 		– Sell
-5,221
Closed -$280K – 1919
2017
Q3 		$280K Buy
+5,221
New +$261K ﹤0.01% 1537
2017
Q1 		– Sell
-6,913
Closed -$305K – 1740
2016
Q4 		$305K Sell
6,913
-5,235
-43% -$208K ﹤0.01% 1322
2016
Q3 		$441K Sell
12,148
-5,318
-30% -$198K 0.01% 1019
2016
Q2 		$646K Buy
17,466
+8,871
+103% +$326K 0.01% 477
2016
Q1 		$317K Sell
8,595
-1,047
-11% -$37K 0.01% 938
2015
Q4 		$433K Buy
+9,642
New +$421K 0.01% 886

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

Janney Montgomery Scott's EFOR Position: Q1 2026 in Review

Janney Montgomery Scott increased its Everforth Inc (EFOR) stake by 17% in Q1 2026, buying an estimated $234K and bringing the position to 35,559 shares worth $1.38M. The position accounts for ﹤0.01% of the portfolio, ranked #1470.

Janney Montgomery Scott first reported a position in EFOR in Q4 2015 and has held it in 39 quarters since. The position peaked at $2.44M in Q1 2024. 249 funds tracked by Wall St. Rank hold EFOR as of Q1 2026.

  • Janney Montgomery Scott held 35,559 shares of Everforth Inc worth $1.38M as of Q1 2026.
  • Janney Montgomery Scott bought 5,259 Everforth Inc shares in Q1 2026, an estimated $234K.
  • Everforth Inc made up ﹤0.01% of Janney Montgomery Scott's portfolio in Q1 2026, its #1470 holding.
  • Janney Montgomery Scott first reported a position in Everforth Inc in Q4 2015 and has held it in 39 quarters since.
  • Janney Montgomery Scott's Everforth Inc position peaked at $2.44M in Q1 2024.
  • 249 funds tracked by Wall St. Rank held Everforth Inc as of Q1 2026.

Based on Janney Montgomery Scott's 13F filing for Q1 2026, filed 22 Apr 2026.