Pacer Advisors
EFOR

Pacer Advisors’s Everforth Inc EFOR Stock Holding History

Pacer Advisors’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 		$12M Buy
310,487
+74,342
+31% +$3.31M 0.03% 410
2025
Q4 		$11.4M Sell
236,145
-70,125
-23% -$3.23M 0.03% 460
2025
Q3 		$14.5M Sell
306,270
-26,992
-8% -$1.38M 0.04% 395
2025
Q2 		$16.6M Sell
333,262
-63,226
-16% -$3.45M 0.04% 365
2025
Q1 		$25M Buy
396,488
+389,900
+5,918% +$30M 0.06% 259
2024
Q4 		$549K Buy
6,588
+10
+0.2% +$913 ﹤0.01% 1587
2024
Q3 		$613K Sell
6,578
-332
-5% -$30.8K ﹤0.01% 1568
2024
Q2 		$609K Sell
6,910
-117
-2% -$11.2K ﹤0.01% 1517
2024
Q1 		$736K Sell
7,027
-60
-0.8% -$5.8K ﹤0.01% 1387
2023
Q4 		$682K Buy
7,087
+2,994
+73% +$261K ﹤0.01% 1389
2023
Q3 		$334K Sell
4,093
-4,507
-52% -$359K ﹤0.01% 1270
2023
Q2 		$650K Buy
+8,600
New +$618K ﹤0.01% 1352
2023
Q1 		– Sell
-9,558
Closed -$779K – 2203
2022
Q4 		$779K Buy
+9,558
New +$838K ﹤0.01% 982
2022
Q1 		– Sell
-6,876
Closed -$848K – 2280
2021
Q4 		$848K Buy
6,876
+955
+16% +$117K 0.01% 1305
2021
Q3 		$670K Buy
5,921
+22
+0.4% +$2.31K 0.01% 1028
2021
Q2 		$572K Sell
5,899
-40
-0.7% -$4.09K 0.01% 1084
2021
Q1 		$567K Sell
5,939
-201
-3% -$18.6K 0.01% 1002
2020
Q4 		$513K Sell
6,140
-6,512
-51% -$501K 0.01% 962
2020
Q3 		$804K Buy
+12,652
New +$871K 0.02% 804
2020
Q1 		– Sell
-18,092
Closed -$1.28M – 685
2019
Q4 		$1.28M Sell
18,092
-1,538
-8% -$100K 0.06% 471
2019
Q3 		$1.23M Sell
19,630
-1,518
-7% -$93.7K 0.03% 732
2019
Q2 		$1.28M Buy
+21,148
New +$1.27M 0.03% 709

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

Pacer Advisors's EFOR Position: Q1 2026 in Review

Pacer Advisors increased its Everforth Inc (EFOR) stake by 31% in Q1 2026, buying an estimated $3.31M and bringing the position to 310,487 shares worth $12M. The position accounts for 0.03% of the portfolio, ranked #410.

Pacer Advisors first reported a position in EFOR in Q2 2019 and has held it in 22 quarters since. The position peaked at $25M in Q1 2025. 249 funds tracked by Wall St. Rank hold EFOR as of Q1 2026.

  • Pacer Advisors held 310,487 shares of Everforth Inc worth $12M as of Q1 2026.
  • Pacer Advisors bought 74,342 Everforth Inc shares in Q1 2026, an estimated $3.31M.
  • Everforth Inc made up 0.03% of Pacer Advisors's portfolio in Q1 2026, its #410 holding.
  • Pacer Advisors first reported a position in Everforth Inc in Q2 2019 and has held it in 22 quarters since.
  • Pacer Advisors's Everforth Inc position peaked at $25M in Q1 2025.
  • 249 funds tracked by Wall St. Rank held Everforth Inc as of Q1 2026.

Based on Pacer Advisors's 13F filing for Q1 2026, filed 6 May 2026.