SAM
EFOR

Smartleaf Asset Management’s Everforth Inc EFOR Stock Holding History

Smartleaf 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 		$7.11K Buy
186
+51
+38% +$2.27K ﹤0.01% 2482
2025
Q4 		$6.65K Buy
135
+93
+221% +$4.29K ﹤0.01% 2583
2025
Q3 		$1.99K Sell
42
-251
-86% -$12.8K ﹤0.01% 2621
2025
Q2 		$14.7K Sell
293
-73
-20% -$3.99K ﹤0.01% 1685
2025
Q1 		$23.1K Sell
366
-22
-6% -$1.69K ﹤0.01% 1541
2024
Q4 		$32.4K Sell
388
-49
-11% -$4.47K ﹤0.01% 1394
2024
Q3 		$40.8K Buy
437
+55
+14% +$5.1K 0.01% 988
2024
Q2 		$33.6K Buy
382
+22
+6% +$2.1K 0.01% 845
2024
Q1 		$37.3K Buy
360
+358
+17,900% +$34.6K 0.01% 744
2023
Q4 		$0 Buy
+2
New +$175 ﹤0.01% 1125

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

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

Smartleaf Asset Management increased its Everforth Inc (EFOR) stake by 38% in Q1 2026, buying an estimated $2.27K and bringing the position to 186 shares worth $7.11K. The position accounts for ﹤0.01% of the portfolio, ranked #2482.

Smartleaf Asset Management first reported a position in EFOR in Q4 2023 and has held it in 10 quarters since. The position peaked at $40.8K in Q3 2024. 249 funds tracked by Wall St. Rank hold EFOR as of Q1 2026.

  • Smartleaf Asset Management held 186 shares of Everforth Inc worth $7.11K as of Q1 2026.
  • Smartleaf Asset Management bought 51 Everforth Inc shares in Q1 2026, an estimated $2.27K.
  • Everforth Inc made up ﹤0.01% of Smartleaf Asset Management's portfolio in Q1 2026, its #2482 holding.
  • Smartleaf Asset Management first reported a position in Everforth Inc in Q4 2023 and has held it in 10 quarters since.
  • Smartleaf Asset Management's Everforth Inc position peaked at $40.8K in Q3 2024.
  • 249 funds tracked by Wall St. Rank held Everforth Inc as of Q1 2026.

Based on Smartleaf Asset Management's 13F filing for Q1 2026, filed 15 May 2026.