Russell Investments Group
EFOR

Russell Investments Group’s Everforth Inc EFOR Stock Holding History

Russell Investments 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 		$4.68M Buy
120,871
+57,937
+92% +$2.58M 0.01% 1387
2025
Q4 		$3.03M Buy
62,934
+32,437
+106% +$1.5M ﹤0.01% 1634
2025
Q3 		$1.44M Buy
30,497
+15,011
+97% +$766K ﹤0.01% 2026
2025
Q2 		$773K Sell
15,486
-588
-4% -$32.1K ﹤0.01% 2180
2025
Q1 		$1.01M Buy
16,074
+485
+3% +$37.3K ﹤0.01% 2030
2024
Q4 		$1.3M Sell
15,589
-1,009
-6% -$92.1K ﹤0.01% 1880
2024
Q3 		$1.55M Sell
16,598
-2,707
-14% -$251K ﹤0.01% 1817
2024
Q2 		$1.7M Sell
19,305
-1,057
-5% -$101K ﹤0.01% 1722
2024
Q1 		$2.13M Sell
20,362
-4,502
-18% -$435K ﹤0.01% 1621
2023
Q4 		$2.39M Sell
24,864
-2,133
-8% -$186K ﹤0.01% 1519
2023
Q3 		$2.21M Buy
26,997
+2,720
+11% +$217K ﹤0.01% 1485
2023
Q2 		$1.84M Buy
24,277
+3,901
+19% +$280K ﹤0.01% 1610
2023
Q1 		$1.68M Buy
20,376
+3,866
+23% +$335K ﹤0.01% 1686
2022
Q4 		$1.35M Sell
16,510
-1,044
-6% -$91.6K ﹤0.01% 1820
2022
Q3 		$1.58M Hold
17,554
– – ﹤0.01% 1681
2022
Q2 		$1.58M Sell
17,554
-1,286
-7% -$132K ﹤0.01% 1713
2022
Q1 		$2.2M Buy
18,840
+1,697
+10% +$192K ﹤0.01% 1594
2021
Q4 		$2.11M Sell
17,143
-1,259
-7% -$154K ﹤0.01% 1773
2021
Q3 		$2.08M Sell
18,402
-4,860
-21% -$511K ﹤0.01% 1811
2021
Q2 		$2.25M Sell
23,262
-1,646
-7% -$168K ﹤0.01% 1839
2021
Q1 		$2.38M Sell
24,908
-2,770
-10% -$256K ﹤0.01% 1776
2020
Q4 		$2.31M Sell
27,678
-6,269
-18% -$482K ﹤0.01% 1677
2020
Q3 		$2.16M Sell
33,947
-128
-0.4% -$8.81K ﹤0.01% 1631
2020
Q2 		$2.27M Sell
34,075
-1,925
-5% -$102K 0.01% 1561
2020
Q1 		$1.27M Sell
36,000
-37,127
-51% -$2.1M ﹤0.01% 1724
2019
Q4 		$5.19M Buy
73,127
+3,464
+5% +$226K 0.01% 1185
2019
Q3 		$4.38M Sell
69,663
-2,070
-3% -$128K 0.01% 1261
2019
Q2 		$4.34M Sell
71,733
-1,603
-2% -$96.3K 0.01% 1296
2019
Q1 		$4.66M Sell
73,336
-10,109
-12% -$632K 0.01% 1259
2018
Q4 		$4.54M Sell
83,445
-57,179
-41% -$3.73M 0.01% 1189
2018
Q3 		$11.1M Sell
140,624
-62,948
-31% -$5.44M 0.02% 878
2018
Q2 		$15.8M Buy
+203,572
New +$16.7M 0.03% 656
2018
Q1 		– Sell
-180,925
Closed -$11.6M – 2903
2017
Q4 		$11.6M Sell
180,925
-12,167
-6% -$737K 0.02% 918
2017
Q3 		$10.4M Buy
193,092
+29,780
+18% +$1.49M 0.02% 936
2017
Q2 		$8.84M Sell
163,312
-29,334
-15% -$1.51M 0.02% 971
2017
Q1 		$9.35M Buy
192,646
+24,755
+15% +$1.15M 0.02% 908
2016
Q4 		$7.46M Buy
+167,891
New +$6.68M 0.01% 1007

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

Russell Investments Group's EFOR Position: Q1 2026 in Review

Russell Investments Group increased its Everforth Inc (EFOR) stake by 92% in Q1 2026, buying an estimated $2.58M and bringing the position to 120,871 shares worth $4.68M. The position accounts for 0.01% of the portfolio, ranked #1387.

Russell Investments Group first reported a position in EFOR in Q4 2016 and has held it in 37 quarters since. The position peaked at $15.8M in Q2 2018. 249 funds tracked by Wall St. Rank hold EFOR as of Q1 2026.

  • Russell Investments Group held 120,871 shares of Everforth Inc worth $4.68M as of Q1 2026.
  • Russell Investments Group bought 57,937 Everforth Inc shares in Q1 2026, an estimated $2.58M.
  • Everforth Inc made up 0.01% of Russell Investments Group's portfolio in Q1 2026, its #1387 holding.
  • Russell Investments Group first reported a position in Everforth Inc in Q4 2016 and has held it in 37 quarters since.
  • Russell Investments Group's Everforth Inc position peaked at $15.8M in Q2 2018.
  • 249 funds tracked by Wall St. Rank held Everforth Inc as of Q1 2026.

Based on Russell Investments Group's 13F filing for Q1 2026, filed 8 May 2026.