Optima Capital’s Everforth Inc EFOR Stock Holding History

Optima Capital’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	–	Sell	-11	Closed	-$530	–	237
2025 Q4	$530	Buy	+11	New	+$507	﹤0.01%	1189

Other funds holding EFOR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

Optima Capital's EFOR Position: Q1 2026 in Review

Optima Capital sold out of Everforth Inc (EFOR) in Q1 2026, closing a stake of 11 shares — an estimated $530 sold.

Optima Capital first reported a position in EFOR in Q4 2025 and held it in 1 quarter. The position peaked at $530 in Q4 2025. 249 funds tracked by Wall St. Rank hold EFOR as of Q1 2026.

Optima Capital reported no remaining Everforth Inc position as of Q1 2026 after selling out during the quarter.
Optima Capital sold 11 Everforth Inc shares in Q1 2026, an estimated $530.
Optima Capital first reported a position in Everforth Inc in Q4 2025 and held it in 1 quarter.
Optima Capital's Everforth Inc position peaked at $530 in Q4 2025.
249 funds tracked by Wall St. Rank held Everforth Inc as of Q1 2026.

Based on Optima Capital's 13F filing for Q1 2026, filed 5 May 2026.