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
Q2 		$3.48K Hold
186
– – ﹤0.01% 2810
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Smartleaf Asset Management's EFOR Position: Q2 2026 in Review

Smartleaf Asset Management held its Everforth Inc (EFOR) position steady in Q2 2026 at 186 shares worth $3.48K. The position accounts for ﹤0.01% of the portfolio, ranked #2810.

Smartleaf Asset Management first reported a position in EFOR in Q4 2023 and has held it in 11 quarters since. The position peaked at $40.8K in Q3 2024. 247 funds tracked by Wall St. Rank hold EFOR as of Q2 2026.

  • Smartleaf Asset Management held 186 shares of Everforth Inc worth $3.48K as of Q2 2026.
  • Smartleaf Asset Management left its Everforth Inc share count unchanged in Q2 2026.
  • Everforth Inc made up ﹤0.01% of Smartleaf Asset Management's portfolio in Q2 2026, its #2810 holding.
  • Smartleaf Asset Management first reported a position in Everforth Inc in Q4 2023 and has held it in 11 quarters since.
  • Smartleaf Asset Management's Everforth Inc position peaked at $40.8K in Q3 2024.
  • 247 funds tracked by Wall St. Rank held Everforth Inc as of Q2 2026.

Based on Smartleaf Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.