NAAA
EFOR

New Age Alpha Advisors’s Everforth Inc EFOR Stock Holding History

New Age Alpha 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 		$222K Sell
5,727
-120
-2% -$5.35K 0.01% 608
2025
Q4 		$282K Buy
+5,847
New +$270K 0.01% 560

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

New Age Alpha Advisors's EFOR Position: Q1 2026 in Review

New Age Alpha Advisors reduced its Everforth Inc (EFOR) stake by 2.1% in Q1 2026, selling an estimated $5.35K and leaving 5,727 shares worth $222K. The position accounts for 0.01% of the portfolio, ranked #608.

New Age Alpha Advisors first reported a position in EFOR in Q4 2025 and has held it in 2 quarters since. The position peaked at $282K in Q4 2025. 249 funds tracked by Wall St. Rank hold EFOR as of Q1 2026.

  • New Age Alpha Advisors held 5,727 shares of Everforth Inc worth $222K as of Q1 2026.
  • New Age Alpha Advisors sold 120 Everforth Inc shares in Q1 2026, an estimated $5.35K.
  • Everforth Inc made up 0.01% of New Age Alpha Advisors's portfolio in Q1 2026, its #608 holding.
  • New Age Alpha Advisors first reported a position in Everforth Inc in Q4 2025 and has held it in 2 quarters since.
  • New Age Alpha Advisors's Everforth Inc position peaked at $282K in Q4 2025.
  • 249 funds tracked by Wall St. Rank held Everforth Inc as of Q1 2026.

Based on New Age Alpha Advisors's 13F filing for Q1 2026, filed 11 May 2026.