MCM
EFOR

MAI Capital Management’s Everforth Inc EFOR Stock Holding History

MAI Capital Management’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 		$51.3K Buy
1,326
+750
+130% +$33.4K ﹤0.01% 2206
2025
Q4 		$27.7K Buy
576
+26
+5% +$1.2K ﹤0.01% 2344
2025
Q3 		$26K Sell
550
-34
-6% -$1.74K ﹤0.01% 2282
2025
Q2 		$29.2K Buy
+584
New +$31.9K ﹤0.01% 2165

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

MAI Capital Management's EFOR Position: Q1 2026 in Review

MAI Capital Management increased its Everforth Inc (EFOR) stake by 130% in Q1 2026, buying an estimated $33.4K and bringing the position to 1,326 shares worth $51.3K. The position accounts for ﹤0.01% of the portfolio, ranked #2206.

MAI Capital Management first reported a position in EFOR in Q2 2025 and has held it in 4 quarters since. 249 funds tracked by Wall St. Rank hold EFOR as of Q1 2026.

  • MAI Capital Management held 1,326 shares of Everforth Inc worth $51.3K as of Q1 2026.
  • MAI Capital Management bought 750 Everforth Inc shares in Q1 2026, an estimated $33.4K.
  • Everforth Inc made up ﹤0.01% of MAI Capital Management's portfolio in Q1 2026, its #2206 holding.
  • MAI Capital Management first reported a position in Everforth Inc in Q2 2025 and has held it in 4 quarters since.
  • 249 funds tracked by Wall St. Rank held Everforth Inc as of Q1 2026.

Based on MAI Capital Management's 13F filing for Q1 2026, filed 15 May 2026.