NorthCrest Asset Manangement
EFOR icon

NorthCrest Asset Manangement’s Everforth Inc EFOR Stock Holding History

NorthCrest Asset Manangement’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
Q3 		$278K Buy
+7,748
New +$216K 0.01% 840
2026
Q2 		– Sell
-10,482
Closed -$409K – 935
2026
Q1 		$409K Sell
10,482
-487
-4% -$21.7K 0.01% 539
2025
Q4 		$524K Sell
10,969
-1,134
-9% -$52.3K 0.01% 524
2025
Q3 		$578K Buy
12,103
+4,641
+62% +$237K 0.01% 460
2025
Q2 		$394K Sell
7,462
-3,955
-35% -$216K 0.01% 464
2025
Q1 		$719K Sell
11,417
-7
-0.1% -$539 0.02% 358
2024
Q4 		$952K Sell
11,424
-188
-2% -$17.2K 0.03% 303
2024
Q3 		$1.08M Buy
11,612
+22
+0.2% +$2.04K 0.03% 270
2024
Q2 		$1.02M Hold
11,590
– – 0.03% 267
2024
Q1 		$1.21M Sell
11,590
-150
-1% -$14.5K 0.04% 253
2023
Q4 		$1.13M Hold
11,740
– – 0.04% 250
2023
Q3 		$959K Sell
11,740
-150
-1% -$11.9K 0.04% 260
2023
Q2 		$899K Sell
11,890
-150
-1% -$10.8K 0.04% 279
2023
Q1 		$995K Sell
12,040
-1,100
-8% -$95.4K 0.04% 263
2022
Q4 		$1.07M Buy
13,140
+240
+2% +$21K 0.06% 180
2022
Q3 		$1.17M Hold
12,900
– – 0.06% 190
2022
Q2 		$1.16M Hold
12,900
– – 0.06% 195
2022
Q1 		$1.51M Sell
12,900
-150
-1% -$17K 0.07% 156
2021
Q4 		$1.61M Buy
+13,050
New +$1.6M 0.09% 172

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Dimensional Fund Advisors
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New South Capital Management
New South Capital Management Memphis, Tennessee $1.53B AUM 36.31% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Exchange Traded Concepts
Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return
Tweedy, Browne Co
Tweedy, Browne Co Stamford, Connecticut $1.23B AUM 16.54% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.92% 1-Year Est. Return
Savant Capital
Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return
SummerHaven Investment Management
SummerHaven Investment Management Stamford, Connecticut $179M AUM 57.61% 1-Year Est. Return

NorthCrest Asset Manangement's EFOR Position: Q3 2026 in Review

NorthCrest Asset Manangement opened a new position in Everforth Inc (EFOR) in Q3 2026: 7,748 shares worth $278K. The stake represents 0.01% of the portfolio and ranks #840 among its holdings. This is a return to the name: NorthCrest Asset Manangement previously reported a position in EFOR as recently as Q1 2026.

NorthCrest Asset Manangement first reported a position in EFOR in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.61M in Q4 2021. 104 funds tracked by Wall St. Rank hold EFOR as of Q3 2026.

  • NorthCrest Asset Manangement held 7,748 shares of Everforth Inc worth $278K as of Q3 2026.
  • Everforth Inc was a new NorthCrest Asset Manangement position in Q3 2026.
  • Everforth Inc made up 0.01% of NorthCrest Asset Manangement's portfolio in Q3 2026, its #840 holding.
  • NorthCrest Asset Manangement first reported a position in Everforth Inc in Q4 2021 and has held it in 19 quarters since.
  • NorthCrest Asset Manangement's Everforth Inc position peaked at $1.61M in Q4 2021.
  • 104 funds tracked by Wall St. Rank held Everforth Inc as of Q3 2026.

Based on NorthCrest Asset Manangement's 13F filing for Q3 2026, filed 13 Oct 2026.