O
EFOR

Ossiam’s Everforth Inc EFOR Stock Holding History

Ossiam’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 		$1.54M Hold
39,800
– – 0.03% 186
2025
Q4 		$1.92M Hold
39,800
– – 0.04% 155
2025
Q3 		$1.88M Buy
+39,800
New +$2.03M 0.02% 356

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

Ossiam's EFOR Position: Q1 2026 in Review

Ossiam held its Everforth Inc (EFOR) position steady in Q1 2026 at 39,800 shares worth $1.54M. The position accounts for 0.03% of the portfolio, ranked #186.

Ossiam first reported a position in EFOR in Q3 2025 and has held it in 3 quarters since. The position peaked at $1.92M in Q4 2025. 249 funds tracked by Wall St. Rank hold EFOR as of Q1 2026.

  • Ossiam held 39,800 shares of Everforth Inc worth $1.54M as of Q1 2026.
  • Ossiam left its Everforth Inc share count unchanged in Q1 2026.
  • Everforth Inc made up 0.03% of Ossiam's portfolio in Q1 2026, its #186 holding.
  • Ossiam first reported a position in Everforth Inc in Q3 2025 and has held it in 3 quarters since.
  • Ossiam's Everforth Inc position peaked at $1.92M in Q4 2025.
  • 249 funds tracked by Wall St. Rank held Everforth Inc as of Q1 2026.

Based on Ossiam's 13F filing for Q1 2026, filed 14 May 2026.