PA
EFOR

Parallel Advisors’s Everforth Inc EFOR Stock Holding History

Parallel 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 		$17.6K Sell
454
-936
-67% -$41.7K ﹤0.01% 2528
2025
Q4 		$67K Buy
1,390
+912
+191% +$42K ﹤0.01% 1686
2025
Q3 		$22.6K Buy
478
+152
+47% +$7.75K ﹤0.01% 2179
2025
Q2 		$16.3K Sell
326
-163
-33% -$8.9K ﹤0.01% 2280
2025
Q1 		$30.8K Buy
489
+159
+48% +$12.2K ﹤0.01% 1913
2024
Q4 		$27.5K Buy
330
+28
+9% +$2.56K ﹤0.01% 1991
2024
Q3 		$28.2K Sell
302
-111
-27% -$10.3K ﹤0.01% 1897
2024
Q2 		$36.4K Buy
413
+117
+40% +$11.2K ﹤0.01% 1682
2024
Q1 		$31K Buy
296
+31
+12% +$3K ﹤0.01% 1736
2023
Q4 		$25.5K Sell
265
-83
-24% -$7.25K ﹤0.01% 1793
2023
Q3 		$28.4K Buy
348
+85
+32% +$6.77K ﹤0.01% 1672
2023
Q2 		$19.9K Buy
263
+24
+10% +$1.73K ﹤0.01% 1860
2023
Q1 		$19.8K Sell
239
-24
-9% -$2.08K ﹤0.01% 1841
2022
Q4 		$21.4K Sell
263
-24
-8% -$2.1K ﹤0.01% 1683
2022
Q3 		$26K Buy
287
+5
+2% +$485 ﹤0.01% 1557
2022
Q2 		$25K Buy
282
+44
+18% +$4.51K ﹤0.01% 1562
2022
Q1 		$28K Sell
238
-135
-36% -$15.3K ﹤0.01% 1555
2021
Q4 		$46K Buy
373
+5
+1% +$611 ﹤0.01% 1364
2021
Q3 		$42K Buy
368
+120
+48% +$12.6K ﹤0.01% 1348
2021
Q2 		$24K Hold
248
– – ﹤0.01% 1576
2021
Q1 		$24K Buy
248
+10
+4% +$924 ﹤0.01% 1496
2020
Q4 		$20K Sell
238
-121
-34% -$9.31K ﹤0.01% 1465
2020
Q3 		$23K Sell
359
-121
-25% -$8.33K ﹤0.01% 1380
2020
Q2 		$32K Hold
480
– – ﹤0.01% 1217
2020
Q1 		$16K Buy
+480
New +$27.2K ﹤0.01% 1392
2019
Q4 		– Sell
-57
Closed -$4K – 2401
2019
Q3 		$4K Buy
+57
New +$3.52K ﹤0.01% 1963
2017
Q3 		– Sell
-6
Closed – – 2092
2017
Q2 		$0 Buy
+6
New +$308 ﹤0.01% 2096

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

Parallel Advisors's EFOR Position: Q1 2026 in Review

Parallel Advisors reduced its Everforth Inc (EFOR) stake by 67% in Q1 2026, selling an estimated $41.7K and leaving 454 shares worth $17.6K. The position accounts for ﹤0.01% of the portfolio, ranked #2528.

Parallel Advisors first reported a position in EFOR in Q2 2017 and has held it in 27 quarters since. The position peaked at $67K in Q4 2025. 249 funds tracked by Wall St. Rank hold EFOR as of Q1 2026.

  • Parallel Advisors held 454 shares of Everforth Inc worth $17.6K as of Q1 2026.
  • Parallel Advisors sold 936 Everforth Inc shares in Q1 2026, an estimated $41.7K.
  • Everforth Inc made up ﹤0.01% of Parallel Advisors's portfolio in Q1 2026, its #2528 holding.
  • Parallel Advisors first reported a position in Everforth Inc in Q2 2017 and has held it in 27 quarters since.
  • Parallel Advisors's Everforth Inc position peaked at $67K in Q4 2025.
  • 249 funds tracked by Wall St. Rank held Everforth Inc as of Q1 2026.

Based on Parallel Advisors's 13F filing for Q1 2026, filed 7 May 2026.