PCA
EFOR

Pallas Capital Advisors’s Everforth Inc EFOR Stock Holding History

Pallas Capital 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 		– Sell
-4,258
Closed -$205K – 871
2025
Q4 		$205K Buy
+4,258
New +$196K 0.01% 809

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

Pallas Capital Advisors's EFOR Position: Q1 2026 in Review

Pallas Capital Advisors sold out of Everforth Inc (EFOR) in Q1 2026, closing a stake of 4,258 shares — an estimated $205K sold.

Pallas Capital Advisors first reported a position in EFOR in Q4 2025 and held it in 1 quarter. The position peaked at $205K in Q4 2025. 249 funds tracked by Wall St. Rank hold EFOR as of Q1 2026.

  • Pallas Capital Advisors reported no remaining Everforth Inc position as of Q1 2026 after selling out during the quarter.
  • Pallas Capital Advisors sold 4,258 Everforth Inc shares in Q1 2026, an estimated $205K.
  • Pallas Capital Advisors first reported a position in Everforth Inc in Q4 2025 and held it in 1 quarter.
  • Pallas Capital Advisors's Everforth Inc position peaked at $205K in Q4 2025.
  • 249 funds tracked by Wall St. Rank held Everforth Inc as of Q1 2026.

Based on Pallas Capital Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.