P
EFOR

&Partners’s Everforth Inc EFOR Stock Holding History

&Partners’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 		$374K Buy
9,649
+2,955
+44% +$132K ﹤0.01% 1849
2025
Q4 		$322K Sell
6,694
-1,331
-17% -$61.4K ﹤0.01% 1870
2025
Q3 		$380K Buy
8,025
+1,208
+18% +$61.6K ﹤0.01% 1622
2025
Q2 		$340K Buy
+6,817
New +$372K ﹤0.01% 1562

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

&Partners's EFOR Position: Q1 2026 in Review

&Partners increased its Everforth Inc (EFOR) stake by 44% in Q1 2026, buying an estimated $132K and bringing the position to 9,649 shares worth $374K. The position accounts for ﹤0.01% of the portfolio, ranked #1849.

&Partners first reported a position in EFOR in Q2 2025 and has held it in 4 quarters since. The position peaked at $380K in Q3 2025. 249 funds tracked by Wall St. Rank hold EFOR as of Q1 2026.

  • &Partners held 9,649 shares of Everforth Inc worth $374K as of Q1 2026.
  • &Partners bought 2,955 Everforth Inc shares in Q1 2026, an estimated $132K.
  • Everforth Inc made up ﹤0.01% of &Partners's portfolio in Q1 2026, its #1849 holding.
  • &Partners first reported a position in Everforth Inc in Q2 2025 and has held it in 4 quarters since.
  • &Partners's Everforth Inc position peaked at $380K in Q3 2025.
  • 249 funds tracked by Wall St. Rank held Everforth Inc as of Q1 2026.

Based on &Partners's 13F filing for Q1 2026, filed 15 May 2026.