Mitsubishi UFJ Trust & Banking
EFOR

Mitsubishi UFJ Trust & Banking’s Everforth Inc EFOR Stock Holding History

Mitsubishi UFJ Trust & Banking’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 		$409K Sell
10,564
-10,989
-51% -$490K ﹤0.01% 1013
2025
Q4 		$1.04M Buy
21,553
+2,878
+15% +$133K ﹤0.01% 886
2025
Q3 		$884K Buy
18,675
+11,149
+148% +$569K ﹤0.01% 920
2025
Q2 		$376K Buy
7,526
+3,081
+69% +$168K ﹤0.01% 930
2025
Q1 		$280K Buy
4,445
+2,634
+145% +$203K ﹤0.01% 984
2024
Q4 		$151K Buy
+1,811
New +$165K ﹤0.01% 1013

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

Mitsubishi UFJ Trust & Banking's EFOR Position: Q1 2026 in Review

Mitsubishi UFJ Trust & Banking reduced its Everforth Inc (EFOR) stake by 51% in Q1 2026, selling an estimated $490K and leaving 10,564 shares worth $409K. The position accounts for ﹤0.01% of the portfolio, ranked #1013.

Mitsubishi UFJ Trust & Banking first reported a position in EFOR in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.04M in Q4 2025. 249 funds tracked by Wall St. Rank hold EFOR as of Q1 2026.

  • Mitsubishi UFJ Trust & Banking held 10,564 shares of Everforth Inc worth $409K as of Q1 2026.
  • Mitsubishi UFJ Trust & Banking sold 10,989 Everforth Inc shares in Q1 2026, an estimated $490K.
  • Everforth Inc made up ﹤0.01% of Mitsubishi UFJ Trust & Banking's portfolio in Q1 2026, its #1013 holding.
  • Mitsubishi UFJ Trust & Banking first reported a position in Everforth Inc in Q4 2024 and has held it in 6 quarters since.
  • Mitsubishi UFJ Trust & Banking's Everforth Inc position peaked at $1.04M in Q4 2025.
  • 249 funds tracked by Wall St. Rank held Everforth Inc as of Q1 2026.

Based on Mitsubishi UFJ Trust & Banking's 13F filing for Q1 2026, filed 12 May 2026.