SJS Investment Consulting
EFOR icon

SJS Investment Consulting’s Everforth Inc EFOR Stock Holding History

SJS Investment Consulting’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
Q3 		$13K Buy
396
+243
+159% +$6.77K ﹤0.01% 1190
2026
Q2 		$2.74K Buy
153
+126
+467% +$3.08K ﹤0.01% 1643
2026
Q1 		$1.05K Buy
+27
New +$1.2K ﹤0.01% 1452
2025
Q2 		– Sell
-7
Closed -$442 – 1559
2025
Q1 		$442 Sell
7
-5
-42% -$385 ﹤0.01% 1290
2024
Q4 		$1K Sell
12
-2
-14% -$183 ﹤0.01% 997
2024
Q3 		$1.31K Sell
14
-3
-18% -$278 ﹤0.01% 974
2024
Q2 		$1.5K Sell
17
-1
-6% -$96 ﹤0.01% 860
2024
Q1 		$1.89K Buy
18
+2
+13% +$193 ﹤0.01% 780
2023
Q4 		$1.54K Buy
16
+2
+14% +$175 ﹤0.01% 777
2023
Q3 		$1.14K Buy
14
+5
+56% +$398 ﹤0.01% 876
2023
Q2 		$681 Buy
9
+2
+29% +$144 ﹤0.01% 1052
2023
Q1 		$579 Sell
7
-4
-36% -$347 ﹤0.01% 1100
2022
Q4 		$896 Sell
11
-1
-8% -$88 ﹤0.01% 989
2022
Q3 		$1K Buy
+12
New +$1.16K ﹤0.01% 610
2022
Q1 		$0 Buy
+2
New +$227 ﹤0.01% 708

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New South Capital Management Memphis, Tennessee $1.53B AUM 36.31% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Exchange Traded Concepts
Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return
Tweedy, Browne Co
Tweedy, Browne Co Stamford, Connecticut $1.23B AUM 16.54% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.92% 1-Year Est. Return
SummerHaven Investment Management
SummerHaven Investment Management Stamford, Connecticut $179M AUM 57.61% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

SJS Investment Consulting's EFOR Position: Q3 2026 in Review

SJS Investment Consulting increased its Everforth Inc (EFOR) stake by 159% in Q3 2026, buying an estimated $6.77K and bringing the position to 396 shares worth $13K. The position accounts for ﹤0.01% of the portfolio, ranked #1190.

SJS Investment Consulting first reported a position in EFOR in Q1 2022 and has held it in 15 quarters since. 103 funds tracked by Wall St. Rank hold EFOR as of Q3 2026.

  • SJS Investment Consulting held 396 shares of Everforth Inc worth $13K as of Q3 2026.
  • SJS Investment Consulting bought 243 Everforth Inc shares in Q3 2026, an estimated $6.77K.
  • Everforth Inc made up ﹤0.01% of SJS Investment Consulting's portfolio in Q3 2026, its #1190 holding.
  • SJS Investment Consulting first reported a position in Everforth Inc in Q1 2022 and has held it in 15 quarters since.
  • 103 funds tracked by Wall St. Rank held Everforth Inc as of Q3 2026.

Based on SJS Investment Consulting's 13F filing for Q3 2026, filed 26 Oct 2026.