NAM
EFOR

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
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% +$21.1K 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

Other funds holding EFOR

ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
DWM
Drive Wealth Management Lehi, Utah $561M AUM 33.14% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
AWP
Abacus Wealth Partners Santa Monica, California $952M AUM 22.68% 1-Year Est. Return

NorthCrest Asset Manangement's EFOR Position: Q2 2026 in Review

NorthCrest Asset Manangement sold out of Everforth Inc (EFOR) in Q2 2026, closing a stake of 10,482 shares — an estimated $409K sold.

NorthCrest Asset Manangement first reported a position in EFOR in Q4 2021 and held it in 18 quarters. The position peaked at $1.61M in Q4 2021. 36 funds tracked by Wall St. Rank hold EFOR as of Q2 2026.

  • NorthCrest Asset Manangement reported no remaining Everforth Inc position as of Q2 2026 after selling out during the quarter.
  • NorthCrest Asset Manangement sold 10,482 Everforth Inc shares in Q2 2026, an estimated $409K.
  • NorthCrest Asset Manangement first reported a position in Everforth Inc in Q4 2021 and held it in 18 quarters.
  • NorthCrest Asset Manangement's Everforth Inc position peaked at $1.61M in Q4 2021.
  • 36 funds tracked by Wall St. Rank held Everforth Inc as of Q2 2026.

Based on NorthCrest Asset Manangement's 13F filing for Q2 2026, filed 15 Jul 2026.