Nisa Investment Advisors
EFOR

Nisa Investment Advisors’s Everforth Inc EFOR Stock Holding History

Nisa Investment 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 		$74K Sell
1,912
-1,733
-48% -$77.2K ﹤0.01% 1537
2025
Q4 		$176K Buy
3,645
+1,645
+82% +$75.8K ﹤0.01% 1263
2025
Q3 		$94.7K Buy
2,000
+1,570
+365% +$80.1K ﹤0.01% 1455
2025
Q2 		$21.5K Sell
430
-26
-6% -$1.42K ﹤0.01% 1902
2025
Q1 		$28.7K Sell
456
-6
-1% -$462 ﹤0.01% 1752
2024
Q4 		$38.5K Sell
462
-28
-6% -$2.56K ﹤0.01% 1753
2024
Q3 		$45.7K Sell
490
-79
-14% -$7.33K ﹤0.01% 1670
2024
Q2 		$50.2K Buy
569
+35
+7% +$3.34K ﹤0.01% 1666
2024
Q1 		$55.9K Buy
534
+38
+8% +$3.67K ﹤0.01% 1627
2023
Q4 		$47.7K Sell
496
-784
-61% -$68.5K ﹤0.01% 1650
2023
Q3 		$105K Buy
1,280
+586
+84% +$46.7K ﹤0.01% 1489
2023
Q2 		$52.5K Sell
694
-2,646
-79% -$190K ﹤0.01% 1739
2023
Q1 		$276K Sell
3,340
-207
-6% -$18K ﹤0.01% 1222
2022
Q4 		$289K Sell
3,547
-1,992
-36% -$175K ﹤0.01% 1269
2022
Q3 		$493K Buy
5,539
+69
+1% +$6.69K ﹤0.01% 1039
2022
Q2 		$494K Buy
5,470
+1,581
+41% +$162K ﹤0.01% 1065
2022
Q1 		$454K Sell
3,889
-171
-4% -$19.4K ﹤0.01% 1111
2021
Q4 		$466K Sell
4,060
-50
-1% -$6.11K ﹤0.01% 1033
2021
Q3 		$465 Hold
4,110
– – ﹤0.01% 1138
2021
Q2 		$398 Sell
4,110
-800
-16% -$81.7K ﹤0.01% 1190
2021
Q1 		$469 Buy
4,910
+2,000
+69% +$185K ﹤0.01% 1185
2020
Q4 		$243K Buy
2,910
+470
+19% +$36.1K ﹤0.01% 1389
2020
Q3 		$155K Buy
2,440
+1,150
+89% +$79.1K ﹤0.01% 1394
2020
Q2 		$86K Sell
1,290
-310
-19% -$16.4K ﹤0.01% 1478
2020
Q1 		$57K Buy
1,600
+850
+113% +$48.2K ﹤0.01% 1510
2019
Q4 		$53K Buy
750
+280
+60% +$18.3K ﹤0.01% 1517
2019
Q3 		$30K Hold
470
– – ﹤0.01% 1587
2019
Q2 		$28K Hold
470
– – ﹤0.01% 1572
2019
Q1 		$30K Hold
470
– – ﹤0.01% 1570
2018
Q4 		$26K Sell
470
-400
-46% -$26.1K ﹤0.01% 1505
2018
Q3 		$69K Sell
870
-100
-10% -$8.64K ﹤0.01% 1440
2018
Q2 		$76K Buy
970
+400
+70% +$32.7K ﹤0.01% 1399
2018
Q1 		$45K Sell
570
-100
-15% -$7.49K ﹤0.01% 1438
2017
Q4 		$43K Buy
670
+300
+81% +$18.2K ﹤0.01% 1466
2017
Q3 		$20K Sell
370
-300
-45% -$15K ﹤0.01% 1524
2017
Q2 		$36K Buy
670
+300
+81% +$15.4K ﹤0.01% 1430
2017
Q1 		$18K Sell
370
-330
-47% -$15.3K ﹤0.01% 1528
2016
Q4 		$31K Hold
700
– – ﹤0.01% 1508
2016
Q3 		$25K Hold
700
– – ﹤0.01% 1573
2016
Q2 		$26K Hold
700
– – ﹤0.01% 1524
2016
Q1 		$26K Buy
+700
New +$24.7K ﹤0.01% 1519

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

Nisa Investment Advisors's EFOR Position: Q1 2026 in Review

Nisa Investment Advisors reduced its Everforth Inc (EFOR) stake by 48% in Q1 2026, selling an estimated $77.2K and leaving 1,912 shares worth $74K. The position accounts for ﹤0.01% of the portfolio, ranked #1537.

Nisa Investment Advisors first reported a position in EFOR in Q1 2016 and has held it in 41 quarters since. The position peaked at $494K in Q2 2022. 249 funds tracked by Wall St. Rank hold EFOR as of Q1 2026.

  • Nisa Investment Advisors held 1,912 shares of Everforth Inc worth $74K as of Q1 2026.
  • Nisa Investment Advisors sold 1,733 Everforth Inc shares in Q1 2026, an estimated $77.2K.
  • Everforth Inc made up ﹤0.01% of Nisa Investment Advisors's portfolio in Q1 2026, its #1537 holding.
  • Nisa Investment Advisors first reported a position in Everforth Inc in Q1 2016 and has held it in 41 quarters since.
  • Nisa Investment Advisors's Everforth Inc position peaked at $494K in Q2 2022.
  • 249 funds tracked by Wall St. Rank held Everforth Inc as of Q1 2026.

Based on Nisa Investment Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.