Smithfield Trust’s Everforth Inc EFOR Stock Holding History

Smithfield Trust’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	$7K	Hold	185	–	–	﹤0.01%	937
2025 Q4	$9K	Hold	185	–	–	﹤0.01%	891
2025 Q3	$9K	Hold	185	–	–	﹤0.01%	871
2025 Q2	$9K	Hold	185	–	–	﹤0.01%	871
2025 Q1	$12K	Hold	185	–	–	﹤0.01%	821
2024 Q4	$15K	Hold	185	–	–	﹤0.01%	795
2024 Q3	$17K	Hold	185	–	–	﹤0.01%	754
2024 Q2	$17K	Hold	185	–	–	﹤0.01%	729
2024 Q1	$20K	Hold	185	–	–	﹤0.01%	725
2023 Q4	$18K	Hold	185	–	–	﹤0.01%	725
2023 Q3	$15K	Hold	185	–	–	﹤0.01%	735
2023 Q2	$14K	Hold	185	–	–	﹤0.01%	757
2023 Q1	$15K	Hold	185	–	–	﹤0.01%	713
2022 Q4	$15K	Hold	185	–	–	﹤0.01%	701
2022 Q3	$17K	Hold	185	–	–	﹤0.01%	663
2022 Q2	$17K	Hold	185	–	–	﹤0.01%	696
2022 Q1	$22K	Hold	185	–	–	﹤0.01%	679
2021 Q4	$23K	Hold	185	–	–	﹤0.01%	678
2021 Q3	$20K	Hold	185	–	–	﹤0.01%	708
2021 Q2	$18K	Hold	185	–	–	﹤0.01%	711
2021 Q1	$18K	Hold	185	–	–	﹤0.01%	717
2020 Q4	$15K	Hold	185	–	–	﹤0.01%	727
2020 Q3	$12K	Buy	+185	New	+$12.7K	﹤0.01%	727

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

Smithfield Trust's EFOR Position: Q1 2026 in Review

Smithfield Trust held its Everforth Inc (EFOR) position steady in Q1 2026 at 185 shares worth $7K. The position accounts for ﹤0.01% of the portfolio, ranked #937.

Smithfield Trust first reported a position in EFOR in Q3 2020 and has held it in 23 quarters since. The position peaked at $23K in Q4 2021. 249 funds tracked by Wall St. Rank hold EFOR as of Q1 2026.

Smithfield Trust held 185 shares of Everforth Inc worth $7K as of Q1 2026.
Smithfield Trust left its Everforth Inc share count unchanged in Q1 2026.
Everforth Inc made up ﹤0.01% of Smithfield Trust's portfolio in Q1 2026, its #937 holding.
Smithfield Trust first reported a position in Everforth Inc in Q3 2020 and has held it in 23 quarters since.
Smithfield Trust's Everforth Inc position peaked at $23K in Q4 2021.
249 funds tracked by Wall St. Rank held Everforth Inc as of Q1 2026.

Based on Smithfield Trust's 13F filing for Q1 2026, filed 8 May 2026.