Principal Financial Group
EFOR

Principal Financial Group’s Everforth Inc EFOR Stock Holding History

Principal Financial Group’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 		$11.1M Buy
286,357
+125,782
+78% +$5.61M 0.01% 1272
2025
Q4 		$7.73M Buy
160,575
+18,699
+13% +$862K ﹤0.01% 1446
2025
Q3 		$6.72M Buy
141,876
+10,379
+8% +$530K ﹤0.01% 1478
2025
Q2 		$6.57M Buy
131,497
+9,652
+8% +$527K ﹤0.01% 1455
2025
Q1 		$7.68M Buy
121,845
+1,133
+0.9% +$87.2K ﹤0.01% 1393
2024
Q4 		$10.1M Buy
120,712
+305
+0.3% +$27.8K 0.01% 1293
2024
Q3 		$11.2M Sell
120,407
-54,243
-31% -$5.03M 0.01% 1207
2024
Q2 		$15.4M Sell
174,650
-22,444
-11% -$2.14M 0.01% 1018
2024
Q1 		$20.6M Buy
197,094
+20,941
+12% +$2.02M 0.01% 894
2023
Q4 		$16.9M Sell
176,153
-5,167
-3% -$451K 0.01% 986
2023
Q3 		$14.8M Sell
181,320
-5,400
-3% -$430K 0.01% 991
2023
Q2 		$14.1M Sell
186,720
-17,277
-8% -$1.24M 0.01% 1058
2023
Q1 		$16.9M Sell
203,997
-399
-0.2% -$34.6K 0.01% 951
2022
Q4 		$16.7M Buy
204,396
+7,130
+4% +$625K 0.01% 946
2022
Q3 		$17.8M Sell
197,266
-6,437
-3% -$624K 0.01% 843
2022
Q2 		$18.4M Buy
203,703
+22,901
+13% +$2.35M 0.01% 877
2022
Q1 		$21.1M Sell
180,802
-958
-0.5% -$109K 0.01% 865
2021
Q4 		$22.4M Sell
181,760
-53,174
-23% -$6.5M 0.01% 872
2021
Q3 		$26.6M Buy
234,934
+1,318
+0.6% +$139K 0.02% 727
2021
Q2 		$22.6M Sell
233,616
-176,120
-43% -$18M 0.01% 880
2021
Q1 		$39.1M Buy
409,736
+198,389
+94% +$18.3M 0.03% 524
2020
Q4 		$17.7M Sell
211,347
-285
-0.1% -$21.9K 0.01% 858
2020
Q3 		$13.5M Buy
211,632
+18,528
+10% +$1.27M 0.01% 888
2020
Q2 		$12.9M Buy
193,104
+28,706
+17% +$1.52M 0.01% 902
2020
Q1 		$5.81M Sell
164,398
-67,489
-29% -$3.82M 0.01% 1208
2019
Q4 		$16.5M Buy
231,887
+845
+0.4% +$55.2K 0.01% 950
2019
Q3 		$14.5M Sell
231,042
-4,858
-2% -$300K 0.01% 995
2019
Q2 		$14.3M Sell
235,900
-260,972
-53% -$15.7M 0.01% 1023
2019
Q1 		$31.5M Buy
496,872
+7,025
+1% +$439K 0.03% 525
2018
Q4 		$26.7M Sell
489,847
-210,204
-30% -$13.7M 0.03% 555
2018
Q3 		$55.3M Buy
700,051
+44,052
+7% +$3.8M 0.05% 393
2018
Q2 		$51.3M Buy
655,999
+642,421
+4,731% +$52.6M 0.05% 398
2018
Q1 		$1.11M Sell
13,578
-852,814
-98% -$63.9M ﹤0.01% 1808
2017
Q4 		$55.7M Sell
866,392
-2,841
-0.3% -$172K 0.05% 394
2017
Q3 		$46.7M Buy
869,233
+19,996
+2% +$1M 0.05% 430
2017
Q2 		$46M Buy
849,237
+470,054
+124% +$24.1M 0.05% 429
2017
Q1 		$18.4M Buy
379,183
+14,707
+4% +$681K 0.02% 772
2016
Q4 		$16.1M Sell
364,476
-1,245
-0.3% -$49.5K 0.02% 843
2016
Q3 		$13.3M Buy
365,721
+17,216
+5% +$640K 0.02% 927
2016
Q2 		$12.9M Buy
348,505
+10,263
+3% +$378K 0.02% 881
2016
Q1 		$12.5M Sell
338,242
-272,271
-45% -$9.61M 0.02% 847
2015
Q4 		$27.4M Sell
610,513
-12,441
-2% -$544K 0.04% 429
2015
Q3 		$23M Buy
622,954
+17,833
+3% +$677K 0.04% 486
2015
Q2 		$23.8M Sell
605,121
-45,865
-7% -$1.75M 0.04% 512
2015
Q1 		$25M Buy
650,986
+5,057
+0.8% +$184K 0.04% 458
2014
Q4 		$21.4M Sell
645,929
-16,294
-2% -$490K 0.03% 505
2014
Q3 		$17.8M Buy
662,223
+86,166
+15% +$2.67M 0.03% 567
2014
Q2 		$20.5M Sell
576,057
-107
-0% -$3.83K 0.03% 512
2014
Q1 		$22.2M Buy
576,164
+14,104
+3% +$473K 0.04% 458
2013
Q4 		$19.6M Buy
562,060
+295,240
+111% +$9.84M 0.04% 508
2013
Q3 		$8.8M Buy
266,820
+17,778
+7% +$551K 0.02% 890
2013
Q2 		$6.65M Buy
+249,042
New +$6.27M 0.01% 1012

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

Principal Financial Group's EFOR Position: Q1 2026 in Review

Principal Financial Group increased its Everforth Inc (EFOR) stake by 78% in Q1 2026, buying an estimated $5.61M and bringing the position to 286,357 shares worth $11.1M. The position accounts for 0.01% of the portfolio, ranked #1272.

Principal Financial Group first reported a position in EFOR in Q2 2013 and has held it in 52 quarters since. The position peaked at $55.7M in Q4 2017. 249 funds tracked by Wall St. Rank hold EFOR as of Q1 2026.

  • Principal Financial Group held 286,357 shares of Everforth Inc worth $11.1M as of Q1 2026.
  • Principal Financial Group bought 125,782 Everforth Inc shares in Q1 2026, an estimated $5.61M.
  • Everforth Inc made up 0.01% of Principal Financial Group's portfolio in Q1 2026, its #1272 holding.
  • Principal Financial Group first reported a position in Everforth Inc in Q2 2013 and has held it in 52 quarters since.
  • Principal Financial Group's Everforth Inc position peaked at $55.7M in Q4 2017.
  • 249 funds tracked by Wall St. Rank held Everforth Inc as of Q1 2026.

Based on Principal Financial Group's 13F filing for Q1 2026, filed 4 May 2026.