State of Wyoming’s Everforth Inc EFOR Stock Holding History

State of Wyoming’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	$338K	Buy	+8,733	New	+$389K	0.04%	595
2025 Q4	–	Sell	-116	Closed	-$5.49K	–	1801
2025 Q3	$5.49K	Buy	116 +3	+3%	+$153	﹤0.01%	1779
2025 Q2	$5.64K	Sell	113 -3,572	-97%	-$195K	﹤0.01%	1784
2025 Q1	$232K	Buy	3,685 +73	+2%	+$5.62K	0.03%	711
2024 Q4	$301K	Buy	+3,612	New	+$330K	0.04%	562
2024 Q3	–	Sell	-1,562	Closed	-$138K	–	1688
2024 Q2	$138K	Sell	1,562 -3,966	-72%	-$379K	0.02%	829
2024 Q1	$579K	Sell	5,528 -3,434	-38%	-$332K	0.1%	108
2023 Q4	$862K	Buy	8,962 +1,777	+25%	+$155K	0.16%	54
2023 Q3	$587K	Buy	7,185 +3,622	+102%	+$288K	0.13%	67
2023 Q2	$269K	Sell	3,563 -448	-11%	-$32.2K	0.08%	230
2023 Q1	$332K	Buy	4,011 +1,299	+48%	+$113K	0.11%	119
2022 Q4	$221K	Buy	+2,712	New	+$238K	0.07%	262
2022 Q3	–	Sell	-697	Closed	-$63K	–	1532
2022 Q2	$63K	Buy	697 +106	+18%	+$10.9K	0.04%	786
2022 Q1	$69K	Sell	591 -835	-59%	-$94.6K	0.03%	846
2021 Q4	$176K	Buy	+1,426	New	+$174K	0.08%	278

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

State of Wyoming's EFOR Position: Q1 2026 in Review

State of Wyoming opened a new position in Everforth Inc (EFOR) in Q1 2026: 8,733 shares worth $338K. The stake represents 0.04% of the portfolio and ranks #595 among its holdings. This is a return to the name: State of Wyoming previously reported a position in EFOR as recently as Q3 2025.

State of Wyoming first reported a position in EFOR in Q4 2021 and has held it in 15 quarters since. The position peaked at $862K in Q4 2023. 249 funds tracked by Wall St. Rank hold EFOR as of Q1 2026.

State of Wyoming held 8,733 shares of Everforth Inc worth $338K as of Q1 2026.
Everforth Inc was a new State of Wyoming position in Q1 2026.
Everforth Inc made up 0.04% of State of Wyoming's portfolio in Q1 2026, its #595 holding.
State of Wyoming first reported a position in Everforth Inc in Q4 2021 and has held it in 15 quarters since.
State of Wyoming's Everforth Inc position peaked at $862K in Q4 2023.
249 funds tracked by Wall St. Rank held Everforth Inc as of Q1 2026.

Based on State of Wyoming's 13F filing for Q1 2026, filed 13 May 2026.