Osaic Holdings
EFOR

Osaic Holdings’s Everforth Inc EFOR Stock Holding History

Osaic Holdings’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 		$38.8K Buy
1,003
+252
+34% +$11.2K ﹤0.01% 5402
2025
Q4 		$36.2K Sell
751
-415
-36% -$19.1K ﹤0.01% 5467
2025
Q3 		$61.5K Sell
1,166
-85
-7% -$4.34K ﹤0.01% 5180
2025
Q2 		$62.5K Sell
1,251
-273
-18% -$14.9K ﹤0.01% 4882
2025
Q1 		$96K Sell
1,524
-358
-19% -$27.6K ﹤0.01% 4203
2024
Q4 		$157K Sell
1,882
-18
-0.9% -$1.64K ﹤0.01% 3814
2024
Q3 		$177K Buy
1,900
+464
+32% +$43K ﹤0.01% 3748
2024
Q2 		$127K Buy
1,436
+235
+20% +$22.5K ﹤0.01% 3943
2024
Q1 		$126K Buy
1,201
+70
+6% +$6.77K ﹤0.01% 4073
2023
Q4 		$109K Sell
1,131
-613
-35% -$53.5K ﹤0.01% 4382
2023
Q3 		$142K Buy
1,744
+473
+37% +$37.7K ﹤0.01% 4233
2023
Q2 		$96.1K Sell
1,271
-381
-23% -$27.4K ﹤0.01% 4467
2023
Q1 		$136K Sell
1,652
-358
-18% -$31.1K ﹤0.01% 4178
2022
Q4 		$164K Buy
2,010
+14
+0.7% +$1.23K ﹤0.01% 4036
2022
Q3 		$180K Buy
1,996
+324
+19% +$31.4K ﹤0.01% 3851
2022
Q2 		$151K Sell
1,672
-37
-2% -$3.79K ﹤0.01% 4061
2022
Q1 		$199K Buy
1,709
+140
+9% +$15.9K ﹤0.01% 4032
2021
Q4 		$195K Buy
1,569
+158
+11% +$19.3K ﹤0.01% 3968
2021
Q3 		$160K Buy
1,411
+277
+24% +$29.2K ﹤0.01% 4103
2021
Q2 		$110K Sell
1,134
-31
-3% -$3.17K ﹤0.01% 4402
2021
Q1 		$113K Buy
1,165
+542
+87% +$50.1K ﹤0.01% 4247
2020
Q4 		$52K Sell
623
-87
-12% -$6.69K ﹤0.01% 4528
2020
Q3 		$43K Buy
710
+105
+17% +$7.22K ﹤0.01% 4413
2020
Q2 		$40K Buy
605
+190
+46% +$10.1K ﹤0.01% 4343
2020
Q1 		$13K Buy
+415
New +$23.5K ﹤0.01% 4859

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

Osaic Holdings's EFOR Position: Q1 2026 in Review

Osaic Holdings increased its Everforth Inc (EFOR) stake by 34% in Q1 2026, buying an estimated $11.2K and bringing the position to 1,003 shares worth $38.8K. The position accounts for ﹤0.01% of the portfolio, ranked #5402.

Osaic Holdings first reported a position in EFOR in Q1 2020 and has held it in 25 quarters since. The position peaked at $199K in Q1 2022. 249 funds tracked by Wall St. Rank hold EFOR as of Q1 2026.

  • Osaic Holdings held 1,003 shares of Everforth Inc worth $38.8K as of Q1 2026.
  • Osaic Holdings bought 252 Everforth Inc shares in Q1 2026, an estimated $11.2K.
  • Everforth Inc made up ﹤0.01% of Osaic Holdings's portfolio in Q1 2026, its #5402 holding.
  • Osaic Holdings first reported a position in Everforth Inc in Q1 2020 and has held it in 25 quarters since.
  • Osaic Holdings's Everforth Inc position peaked at $199K in Q1 2022.
  • 249 funds tracked by Wall St. Rank held Everforth Inc as of Q1 2026.

Based on Osaic Holdings's 13F filing for Q1 2026, filed 15 May 2026.