KeyBank National Association
EFOR

KeyBank National Association’s Everforth Inc EFOR Stock Holding History

KeyBank National Association’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 		– Sell
-4,651
Closed -$224K – 1238
2025
Q4 		$224K Buy
4,651
+7
+0.2% +$323 ﹤0.01% 1119
2025
Q3 		$220K Sell
4,644
-1,825
-28% -$93.1K ﹤0.01% 1111
2025
Q2 		$323K Sell
6,469
-2,480
-28% -$135K ﹤0.01% 955
2025
Q1 		$564K Sell
8,949
-588
-6% -$45.3K ﹤0.01% 717
2024
Q4 		$795K Buy
9,537
+649
+7% +$59.3K ﹤0.01% 622
2024
Q3 		$829K Sell
8,888
-155
-2% -$14.4K ﹤0.01% 613
2024
Q2 		$797K Buy
9,043
+596
+7% +$56.9K ﹤0.01% 591
2024
Q1 		$885K Buy
8,447
+164
+2% +$15.9K ﹤0.01% 568
2023
Q4 		$797K Buy
8,283
+2,040
+33% +$178K ﹤0.01% 584
2023
Q3 		$510K Buy
6,243
+2,725
+77% +$217K ﹤0.01% 681
2023
Q2 		$266K Buy
+3,518
New +$253K ﹤0.01% 922
2023
Q1 		– Sell
-3,561
Closed -$290K – 1053
2022
Q4 		$290K Sell
3,561
-479
-12% -$42K ﹤0.01% 880
2022
Q3 		$365K Sell
4,040
-500
-11% -$48.5K ﹤0.01% 773
2022
Q2 		$410K Buy
+4,540
New +$466K ﹤0.01% 749
2019
Q2 		– Sell
-3,744
Closed -$238K – 1003
2019
Q1 		$238K Buy
+3,744
New +$234K ﹤0.01% 877
2018
Q4 		– Sell
-3,687
Closed -$291K – 939
2018
Q3 		$291K Sell
3,687
-77
-2% -$6.65K ﹤0.01% 909
2018
Q2 		$294K Buy
3,764
+166
+5% +$13.6K ﹤0.01% 885
2018
Q1 		$295K Buy
3,598
+101
+3% +$7.56K ﹤0.01% 880
2017
Q4 		$225K Buy
+3,497
New +$212K ﹤0.01% 959

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

KeyBank National Association's EFOR Position: Q1 2026 in Review

KeyBank National Association sold out of Everforth Inc (EFOR) in Q1 2026, closing a stake of 4,651 shares — an estimated $224K sold.

KeyBank National Association first reported a position in EFOR in Q4 2017 and held it in 19 quarters. The position peaked at $885K in Q1 2024. 249 funds tracked by Wall St. Rank hold EFOR as of Q1 2026.

  • KeyBank National Association reported no remaining Everforth Inc position as of Q1 2026 after selling out during the quarter.
  • KeyBank National Association sold 4,651 Everforth Inc shares in Q1 2026, an estimated $224K.
  • KeyBank National Association first reported a position in Everforth Inc in Q4 2017 and held it in 19 quarters.
  • KeyBank National Association's Everforth Inc position peaked at $885K in Q1 2024.
  • 249 funds tracked by Wall St. Rank held Everforth Inc as of Q1 2026.

Based on KeyBank National Association's 13F filing for Q1 2026, filed 24 Apr 2026.