Pathstone Holdings
EFOR

Pathstone Holdings’s Everforth Inc EFOR Stock Holding History

Pathstone Holdings’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 		$46.5M Buy
1,202,233
+272,330
+29% +$12.1M 0.19% 85
2025
Q4 		$44.8M Sell
929,903
-2,380
-0.3% -$110K 0.17% 82
2025
Q3 		$44.1M Sell
932,283
-750
-0.1% -$38.3K 0.17% 80
2025
Q2 		$46.6M Sell
933,033
-839
-0.1% -$45.8K 0.18% 78
2025
Q1 		$58.9M Buy
933,872
+20,997
+2% +$1.62M 0.26% 69
2024
Q4 		$76.1M Sell
912,875
-825
-0.1% -$75.3K 0.34% 48
2024
Q3 		$85.2M Buy
913,700
+39
+0% +$3.62K 0.38% 43
2024
Q2 		$80.6M Buy
913,661
+2,068
+0.2% +$198K 0.36% 46
2024
Q1 		$95.5M Buy
911,593
+31,058
+4% +$3M 0.45% 37
2023
Q4 		$84.7M Buy
+880,535
New +$76.9M 0.45% 38

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
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM

Pathstone Holdings's EFOR Position: Q1 2026 in Review

Pathstone Holdings increased its Everforth Inc (EFOR) stake by 29% in Q1 2026, buying an estimated $12.1M and bringing the position to 1,202,233 shares worth $46.5M. The position accounts for 0.19% of the portfolio, ranked #85.

Pathstone Holdings first reported a position in EFOR in Q4 2023 and has held it in 10 quarters since. The position peaked at $95.5M in Q1 2024. 249 funds tracked by Wall St. Rank hold EFOR as of Q1 2026.

  • Pathstone Holdings held 1,202,233 shares of Everforth Inc worth $46.5M as of Q1 2026.
  • Pathstone Holdings bought 272,330 Everforth Inc shares in Q1 2026, an estimated $12.1M.
  • Everforth Inc made up 0.19% of Pathstone Holdings's portfolio in Q1 2026, its #85 holding.
  • Pathstone Holdings first reported a position in Everforth Inc in Q4 2023 and has held it in 10 quarters since.
  • Pathstone Holdings's Everforth Inc position peaked at $95.5M in Q1 2024.
  • 249 funds tracked by Wall St. Rank held Everforth Inc as of Q1 2026.

Based on Pathstone Holdings's 13F filing for Q1 2026, filed 11 May 2026.