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 Q2	$711K	Hold	39,800	–	–	0.01%	464
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Ossiam's EFOR Position: Q2 2026 in Review

Ossiam held its Everforth Inc (EFOR) position steady in Q2 2026 at 39,800 shares worth $711K. The position accounts for 0.01% of the portfolio, ranked #464.

Ossiam first reported a position in EFOR in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.92M in Q4 2025. 247 funds tracked by Wall St. Rank hold EFOR as of Q2 2026.

Ossiam held 39,800 shares of Everforth Inc worth $711K as of Q2 2026.
Ossiam left its Everforth Inc share count unchanged in Q2 2026.
Everforth Inc made up 0.01% of Ossiam's portfolio in Q2 2026, its #464 holding.
Ossiam first reported a position in Everforth Inc in Q3 2025 and has held it in 4 quarters since.
Ossiam's Everforth Inc position peaked at $1.92M in Q4 2025.
247 funds tracked by Wall St. Rank held Everforth Inc as of Q2 2026.

Based on Ossiam's 13F filing for Q2 2026, filed 13 Aug 2026.