Rockefeller Capital Management
EFOR

Rockefeller Capital Management’s Everforth Inc EFOR Stock Holding History

Rockefeller Capital Management’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 		$36.9K Buy
952
+267
+39% +$11.9K ﹤0.01% 3428
2025
Q4 		$33K Buy
685
+423
+161% +$19.5K ﹤0.01% 3269
2025
Q3 		$12.4K Sell
262
-24,379
-99% -$1.24M ﹤0.01% 3564
2025
Q2 		$1.23M Buy
24,641
+1,433
+6% +$78.3K ﹤0.01% 1261
2025
Q1 		$1.46M Sell
23,208
-100,188
-81% -$7.71M ﹤0.01% 1144
2024
Q4 		$10.3M Sell
123,396
-2,640
-2% -$241K 0.03% 550
2024
Q3 		$11.8M Buy
+126,036
New +$11.7M 0.03% 494
2023
Q4 		– Sell
-11,321
Closed -$925K – 1536
2023
Q3 		$925K Buy
+11,321
New +$901K ﹤0.01% 1105
2023
Q2 		– Sell
-4,708
Closed -$388K – 1818
2023
Q1 		$388K Buy
4,708
+4,661
+9,917% +$404K ﹤0.01% 1461
2022
Q4 		$3K Sell
47
-17
-27% -$1.49K ﹤0.01% 3433
2022
Q3 		$5K Sell
64
-52
-45% -$5.04K ﹤0.01% 3316
2022
Q2 		$10K Buy
116
+8
+7% +$820 ﹤0.01% 3100
2022
Q1 		$12K Sell
108
-87
-45% -$9.86K ﹤0.01% 2945
2021
Q4 		$24K Buy
195
+110
+129% +$13.5K ﹤0.01% 2554
2021
Q3 		$9K Buy
85
+57
+204% +$6K ﹤0.01% 2925
2021
Q2 		$2K Buy
28
+8
+40% +$817 ﹤0.01% 3224
2021
Q1 		$1K Sell
20
-72
-78% -$6.65K ﹤0.01% 3150
2020
Q4 		$7K Buy
92
+64
+229% +$4.92K ﹤0.01% 2324
2020
Q3 		$1K Buy
28
+3
+12% +$206 ﹤0.01% 2448
2020
Q2 		$2K Sell
25
-25
-50% -$1.33K ﹤0.01% 2293
2020
Q1 		$2K Hold
50
– – ﹤0.01% 2150
2019
Q4 		$4K Sell
50
-89
-64% -$5.81K ﹤0.01% 1812
2019
Q3 		$9K Sell
139
-9
-6% -$556 ﹤0.01% 1443
2019
Q2 		$9K Sell
148
-370
-71% -$22.2K ﹤0.01% 1264
2019
Q1 		$33K Buy
518
+361
+230% +$22.6K ﹤0.01% 1040
2018
Q4 		$9K Hold
157
– – ﹤0.01% 711
2018
Q3 		$12K Hold
157
– – ﹤0.01% 553
2018
Q2 		$12K Buy
+157
New +$12.8K ﹤0.01% 572

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

Rockefeller Capital Management's EFOR Position: Q1 2026 in Review

Rockefeller Capital Management increased its Everforth Inc (EFOR) stake by 39% in Q1 2026, buying an estimated $11.9K and bringing the position to 952 shares worth $36.9K. The position accounts for ﹤0.01% of the portfolio, ranked #3428.

Rockefeller Capital Management first reported a position in EFOR in Q2 2018 and has held it in 28 quarters since. The position peaked at $11.8M in Q3 2024. 249 funds tracked by Wall St. Rank hold EFOR as of Q1 2026.

  • Rockefeller Capital Management held 952 shares of Everforth Inc worth $36.9K as of Q1 2026.
  • Rockefeller Capital Management bought 267 Everforth Inc shares in Q1 2026, an estimated $11.9K.
  • Everforth Inc made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q1 2026, its #3428 holding.
  • Rockefeller Capital Management first reported a position in Everforth Inc in Q2 2018 and has held it in 28 quarters since.
  • Rockefeller Capital Management's Everforth Inc position peaked at $11.8M in Q3 2024.
  • 249 funds tracked by Wall St. Rank held Everforth Inc as of Q1 2026.

Based on Rockefeller Capital Management's 13F filing for Q1 2026, filed 14 May 2026.