New Age Alpha Advisors
EFOR icon

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
Q2 		$347K Buy
19,393
+13,666
+239% +$334K 0.01% 680
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

New Age Alpha Advisors's EFOR Position: Q2 2026 in Review

New Age Alpha Advisors increased its Everforth Inc (EFOR) stake by 239% in Q2 2026, buying an estimated $334K and bringing the position to 19,393 shares worth $347K. The position accounts for 0.01% of the portfolio, ranked #680.

New Age Alpha Advisors first reported a position in EFOR in Q4 2025 and has held it in 3 quarters since. 247 funds tracked by Wall St. Rank hold EFOR as of Q2 2026.

  • New Age Alpha Advisors held 19,393 shares of Everforth Inc worth $347K as of Q2 2026.
  • New Age Alpha Advisors bought 13,666 Everforth Inc shares in Q2 2026, an estimated $334K.
  • Everforth Inc made up 0.01% of New Age Alpha Advisors's portfolio in Q2 2026, its #680 holding.
  • New Age Alpha Advisors first reported a position in Everforth Inc in Q4 2025 and has held it in 3 quarters since.
  • 247 funds tracked by Wall St. Rank held Everforth Inc as of Q2 2026.

Based on New Age Alpha Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.