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 Q2	$2.73K	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

Other funds holding EFOR

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

DWM

Drive Wealth Management Lehi, Utah $561M AUM 33.14% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

WPC

Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

AWP

Abacus Wealth Partners Santa Monica, California $952M AUM 22.68% 1-Year Est. Return

SJS Investment Consulting's EFOR Position: Q2 2026 in Review

SJS Investment Consulting increased its Everforth Inc (EFOR) stake by 467% in Q2 2026, buying an estimated $3.08K and bringing the position to 153 shares worth $2.73K. The position accounts for ﹤0.01% of the portfolio, ranked #1643.

SJS Investment Consulting first reported a position in EFOR in Q1 2022 and has held it in 14 quarters since. 36 funds tracked by Wall St. Rank hold EFOR as of Q2 2026.

SJS Investment Consulting held 153 shares of Everforth Inc worth $2.73K as of Q2 2026.
SJS Investment Consulting bought 126 Everforth Inc shares in Q2 2026, an estimated $3.08K.
Everforth Inc made up ﹤0.01% of SJS Investment Consulting's portfolio in Q2 2026, its #1643 holding.
SJS Investment Consulting first reported a position in Everforth Inc in Q1 2022 and has held it in 14 quarters since.
36 funds tracked by Wall St. Rank held Everforth Inc as of Q2 2026.

Based on SJS Investment Consulting's 13F filing for Q2 2026, filed 22 Jul 2026.