State Street’s Everforth Inc EFOR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $67.5M | Buy |
1,742,709
+89,760
| +5% | +$4M | ﹤0.01% | 1587 |
|
|
2025
Q4 | $79.6M | Sell |
1,652,949
-32,251
| -2% | -$1.49M | ﹤0.01% | 1481 |
|
|
2025
Q3 | $79.8M | Sell |
1,685,200
-37,844
| -2% | -$1.93M | ﹤0.01% | 1472 |
|
|
2025
Q2 | $86M | Sell |
1,723,044
-8,757
| -0.5% | -$478K | ﹤0.01% | 1389 |
|
|
2025
Q1 | $109M | Buy |
1,731,801
+1,769
| +0.1% | +$136K | ﹤0.01% | 1215 |
|
|
2024
Q4 | $144M | Buy |
1,730,032
+42,452
| +3% | +$3.88M | 0.01% | 1125 |
|
|
2024
Q3 | $157M | Sell |
1,687,580
-25,225
| -1% | -$2.34M | 0.01% | 1068 |
|
|
2024
Q2 | $151M | Sell |
1,712,805
-47,384
| -3% | -$4.53M | 0.01% | 1036 |
|
|
2024
Q1 | $184M | Buy |
1,760,189
+29,905
| +2% | +$2.89M | 0.01% | 908 |
|
|
2023
Q4 | $166M | Buy |
1,730,284
+35,027
| +2% | +$3.06M | 0.01% | 955 |
|
|
2023
Q3 | $138M | Sell |
1,695,257
-9,496
| -0.6% | -$756K | 0.01% | 964 |
|
|
2023
Q2 | $129M | Buy |
1,704,753
+21,269
| +1% | +$1.53M | 0.01% | 1055 |
|
|
2023
Q1 | $139M | Buy |
1,683,484
+31,808
| +2% | +$2.76M | 0.01% | 983 |
|
|
2022
Q4 | $135M | Buy |
1,651,676
+38,167
| +2% | +$3.35M | 0.01% | 981 |
|
|
2022
Q3 | $146M | Sell |
1,613,509
-3,353
| -0.2% | -$325K | 0.01% | 883 |
|
|
2022
Q2 | $146M | Sell |
1,616,862
-41,644
| -3% | -$4.27M | 0.01% | 921 |
|
|
2022
Q1 | $194M | Buy |
1,658,506
+40,825
| +3% | +$4.63M | 0.01% | 853 |
|
|
2021
Q4 | $200M | Sell |
1,617,681
-3,951
| -0.2% | -$483K | 0.01% | 862 |
|
|
2021
Q3 | $183M | Sell |
1,621,632
-4,089
| -0.3% | -$430K | 0.01% | 889 |
|
|
2021
Q2 | $158M | Buy |
1,625,721
+57,326
| +4% | +$5.86M | 0.01% | 991 |
|
|
2021
Q1 | $150M | Sell |
1,568,395
-29,898
| -2% | -$2.76M | 0.01% | 942 |
|
|
2020
Q4 | $134M | Buy |
1,598,293
+4,970
| +0.3% | +$382K | 0.01% | 945 |
|
|
2020
Q3 | $101M | Sell |
1,593,323
-92,640
| -5% | -$6.37M | 0.01% | 968 |
|
|
2020
Q2 | $112M | Buy |
1,685,963
+48,718
| +3% | +$2.58M | 0.01% | 884 |
|
|
2020
Q1 | $57.8M | Buy |
1,637,245
+26,048
| +2% | +$1.48M | 0.01% | 1165 |
|
|
2019
Q4 | $114M | Sell |
1,611,197
-26,346
| -2% | -$1.72M | 0.01% | 964 |
|
|
2019
Q3 | $103M | Sell |
1,637,543
-38,206
| -2% | -$2.36M | 0.01% | 988 |
|
|
2019
Q2 | $102M | Buy |
1,675,749
+47,766
| +3% | +$2.87M | 0.01% | 1026 |
|
|
2019
Q1 | $103M | Buy |
1,627,983
+29,186
| +2% | +$1.82M | 0.01% | 989 |
|
|
2018
Q4 | $87.1M | Buy |
1,598,797
+133,504
| +9% | +$8.7M | 0.01% | 987 |
|
|
2018
Q3 | $116M | Buy |
1,465,293
+103,768
| +8% | +$8.96M | 0.01% | 976 |
|
|
2018
Q2 | $106M | Buy |
1,361,525
+78,278
| +6% | +$6.4M | 0.01% | 996 |
|
|
2018
Q1 | $105M | Buy |
1,283,247
+23,592
| +2% | +$1.77M | 0.01% | 978 |
|
|
2017
Q4 | $81M | Buy |
1,259,655
+43,991
| +4% | +$2.66M | 0.01% | 1142 |
|
|
2017
Q3 | $65.3M | Sell |
1,215,664
-11,671
| -1% | -$584K | 0.01% | 1216 |
|
|
2017
Q2 | $66.5M | Buy |
1,227,335
+66,839
| +6% | +$3.43M | 0.01% | 1180 |
|
|
2017
Q1 | $56.3M | Buy |
1,160,496
+80,671
| +7% | +$3.74M | 0.01% | 1258 |
|
|
2016
Q4 | $47.7M | Buy |
1,079,825
+33,582
| +3% | +$1.34M | ﹤0.01% | 1298 |
|
|
2016
Q3 | $38M | Buy |
1,046,243
+73,741
| +8% | +$2.74M | ﹤0.01% | 1359 |
|
|
2016
Q2 | $35.9M | Sell |
972,502
-6,154
| -0.6% | -$226K | ﹤0.01% | 1343 |
|
|
2016
Q1 | $36.1M | Buy |
978,656
+14,652
| +2% | +$517K | ﹤0.01% | 1330 |
|
|
2015
Q4 | $43.3M | Buy |
964,004
+8,108
| +0.8% | +$354K | ﹤0.01% | 1243 |
|
|
2015
Q3 | $35.3M | Buy |
955,896
+13,421
| +1% | +$510K | ﹤0.01% | 1366 |
|
|
2015
Q2 | $37M | Sell |
942,475
-10,047
| -1% | -$384K | ﹤0.01% | 1441 |
|
|
2015
Q1 | $36.6M | Buy |
952,522
+9,242
| +1% | +$337K | ﹤0.01% | 1422 |
|
|
2014
Q4 | $31.3M | Buy |
943,280
+10,374
| +1% | +$312K | ﹤0.01% | 1484 |
|
|
2014
Q3 | $25M | Sell |
932,906
-7,939
| -0.8% | -$246K | ﹤0.01% | 1575 |
|
|
2014
Q2 | $33.5M | Buy |
940,845
+46,063
| +5% | +$1.65M | ﹤0.01% | 1447 |
|
|
2014
Q1 | $34.5M | Buy |
894,782
+18,786
| +2% | +$630K | ﹤0.01% | 1413 |
|
|
2013
Q4 | $30.6M | Sell |
875,996
-5,043
| -0.6% | -$168K | ﹤0.01% | 1479 |
|
|
2013
Q3 | $29.1M | Buy |
881,039
+29,983
| +4% | +$930K | ﹤0.01% | 1463 |
|
|
2013
Q2 | $22.7M | Buy |
+851,056
| New | +$21.4M | ﹤0.01% | 1543 |
|
Other funds holding EFOR
VPM
VCM
RP
NAMI
State Street's EFOR Position: Q1 2026 in Review
State Street increased its Everforth Inc (EFOR) stake by 5.4% in Q1 2026, buying an estimated $4M and bringing the position to 1,742,709 shares worth $67.5M. The position accounts for ﹤0.01% of the portfolio, ranked #1587.
State Street first reported a position in EFOR in Q2 2013 and has held it in 52 quarters since. The position peaked at $200M in Q4 2021. 249 funds tracked by Wall St. Rank hold EFOR as of Q1 2026.
- State Street held 1,742,709 shares of Everforth Inc worth $67.5M as of Q1 2026.
- State Street bought 89,760 Everforth Inc shares in Q1 2026, an estimated $4M.
- Everforth Inc made up ﹤0.01% of State Street's portfolio in Q1 2026, its #1587 holding.
- State Street first reported a position in Everforth Inc in Q2 2013 and has held it in 52 quarters since.
- State Street's Everforth Inc position peaked at $200M in Q4 2021.
- 249 funds tracked by Wall St. Rank held Everforth Inc as of Q1 2026.
Based on State Street's 13F filing for Q1 2026, filed 15 May 2026.