Seizert Capital Partners’s Everforth Inc EFOR Stock Holding History

Seizert Capital Partners’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	-5,082	Closed	-$245K	–	172
2025 Q4	$245K	Buy	+5,082	New	+$234K	0.01%	165
2022 Q2	–	Sell	-23,870	Closed	-$2.79M	–	203
2022 Q1	$2.79M	Buy	23,870 +20	+0.1%	+$2.27K	0.13%	106
2021 Q4	$2.94M	Sell	23,850 -9,463	-28%	-$1.16M	0.13%	104
2021 Q3	$3.77M	Buy	33,313 +2,391	+8%	+$252K	0.17%	93
2021 Q2	$3M	Buy	30,922 +4,397	+17%	+$449K	0.14%	99
2021 Q1	$2.53M	Buy	26,525 +4,609	+21%	+$426K	0.13%	105
2020 Q4	$1.83M	Buy	21,916 +10,687	+95%	+$822K	0.11%	90
2020 Q3	$714K	Buy	+11,229	New	+$773K	0.05%	133

Other funds holding EFOR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

Seizert Capital Partners's EFOR Position: Q1 2026 in Review

Seizert Capital Partners sold out of Everforth Inc (EFOR) in Q1 2026, closing a stake of 5,082 shares — an estimated $245K sold.

Seizert Capital Partners first reported a position in EFOR in Q3 2020 and held it in 8 quarters. The position peaked at $3.77M in Q3 2021. 249 funds tracked by Wall St. Rank hold EFOR as of Q1 2026.

Seizert Capital Partners reported no remaining Everforth Inc position as of Q1 2026 after selling out during the quarter.
Seizert Capital Partners sold 5,082 Everforth Inc shares in Q1 2026, an estimated $245K.
Seizert Capital Partners first reported a position in Everforth Inc in Q3 2020 and held it in 8 quarters.
Seizert Capital Partners's Everforth Inc position peaked at $3.77M in Q3 2021.
249 funds tracked by Wall St. Rank held Everforth Inc as of Q1 2026.

Based on Seizert Capital Partners's 13F filing for Q1 2026, filed 7 May 2026.