SummerHaven Investment Management’s Everforth Inc EFOR Stock Holding History

SummerHaven Investment 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	$249K	Hold	13,916	–	–	0.13%	190
2026 Q1	$539K	Sell	13,916 -2,922	-17%	-$130K	0.33%	165
2025 Q4	$811K	Hold	16,838	–	–	0.46%	117
2025 Q3	$797K	Buy	+16,838	New	+$859K	0.46%	135

Other funds holding EFOR

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

DWM

Drive Wealth Management Lehi, Utah $561M AUM 33.14% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

WPC

Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

AWP

Abacus Wealth Partners Santa Monica, California $952M AUM 22.68% 1-Year Est. Return

SummerHaven Investment Management's EFOR Position: Q2 2026 in Review

SummerHaven Investment Management held its Everforth Inc (EFOR) position steady in Q2 2026 at 13,916 shares worth $249K. The position accounts for 0.13% of the portfolio, ranked #190.

SummerHaven Investment Management first reported a position in EFOR in Q3 2025 and has held it in 4 quarters since. The position peaked at $811K in Q4 2025. 36 funds tracked by Wall St. Rank hold EFOR as of Q2 2026.

SummerHaven Investment Management held 13,916 shares of Everforth Inc worth $249K as of Q2 2026.
SummerHaven Investment Management left its Everforth Inc share count unchanged in Q2 2026.
Everforth Inc made up 0.13% of SummerHaven Investment Management's portfolio in Q2 2026, its #190 holding.
SummerHaven Investment Management first reported a position in Everforth Inc in Q3 2025 and has held it in 4 quarters since.
SummerHaven Investment Management's Everforth Inc position peaked at $811K in Q4 2025.
36 funds tracked by Wall St. Rank held Everforth Inc as of Q2 2026.

Based on SummerHaven Investment Management's 13F filing for Q2 2026, filed 21 Jul 2026.