SAM
EFOR

Securian Asset Management’s Everforth Inc EFOR Stock Holding History

Securian Asset 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 		– Sell
-3,088
Closed -$149K – 927
2025
Q4 		$149K Sell
3,088
-100
-3% -$4.61K 0.01% 913
2025
Q3 		$151K Sell
3,188
-53
-2% -$2.7K ﹤0.01% 917
2025
Q2 		$162K Sell
3,241
-100
-3% -$5.46K ﹤0.01% 911
2025
Q1 		$211K Hold
3,341
– – 0.01% 893
2024
Q4 		$278K Sell
3,341
-142
-4% -$13K 0.01% 859
2024
Q3 		$325K Sell
3,483
-177
-5% -$16.4K 0.01% 843
2024
Q2 		$323K Sell
3,660
-223
-6% -$21.3K 0.01% 825
2024
Q1 		$407K Sell
3,883
-100
-3% -$9.67K 0.01% 774
2023
Q4 		$383K Sell
3,983
-116
-3% -$10.1K 0.01% 788
2023
Q3 		$335K Sell
4,099
-292
-7% -$23.3K 0.01% 793
2023
Q2 		$332K Sell
4,391
-153
-3% -$11K 0.01% 827
2023
Q1 		$376K Hold
4,544
– – 0.01% 782
2022
Q4 		$370K Hold
4,544
– – 0.01% 778
2022
Q3 		$411K Sell
4,544
-100
-2% -$9.7K 0.01% 706
2022
Q2 		$419K Hold
4,644
– – 0.01% 764
2022
Q1 		$542K Hold
4,644
– – 0.01% 731
2021
Q4 		$573K Sell
4,644
-100
-2% -$12.2K 0.01% 741
2021
Q3 		$537K Sell
4,744
-145
-3% -$15.3K 0.01% 745
2021
Q2 		$474K Sell
4,889
-109
-2% -$11.1K 0.01% 790
2021
Q1 		$477K Hold
4,998
– – 0.01% 783
2020
Q4 		$417K Sell
4,998
-100
-2% -$7.69K 0.01% 770
2020
Q3 		$324K Sell
5,098
-190
-4% -$13.1K 0.01% 812
2020
Q2 		$353K Sell
5,288
-100
-2% -$5.3K 0.01% 787
2020
Q1 		$190K Hold
5,388
– – 0.01% 882
2019
Q4 		$382K Sell
5,388
-549
-9% -$35.8K 0.01% 853
2019
Q3 		$373K Sell
5,937
-323
-5% -$19.9K 0.01% 859
2019
Q2 		$379K Sell
6,260
-150
-2% -$9.01K 0.01% 873
2019
Q1 		$407K Hold
6,410
– – 0.01% 851
2018
Q4 		$349K Buy
+6,410
New +$418K 0.01% 857

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

Securian Asset Management's EFOR Position: Q1 2026 in Review

Securian Asset Management sold out of Everforth Inc (EFOR) in Q1 2026, closing a stake of 3,088 shares — an estimated $149K sold.

Securian Asset Management first reported a position in EFOR in Q4 2018 and held it in 29 quarters. The position peaked at $573K in Q4 2021. 249 funds tracked by Wall St. Rank hold EFOR as of Q1 2026.

  • Securian Asset Management reported no remaining Everforth Inc position as of Q1 2026 after selling out during the quarter.
  • Securian Asset Management sold 3,088 Everforth Inc shares in Q1 2026, an estimated $149K.
  • Securian Asset Management first reported a position in Everforth Inc in Q4 2018 and held it in 29 quarters.
  • Securian Asset Management's Everforth Inc position peaked at $573K in Q4 2021.
  • 249 funds tracked by Wall St. Rank held Everforth Inc as of Q1 2026.

Based on Securian Asset Management's 13F filing for Q1 2026, filed 1 May 2026.