SLAM
EFOR

Swiss Life Asset Management’s Everforth Inc EFOR Stock Holding History

Swiss Life 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
Q1 		$254K Buy
6,555
+830
+14% +$37K ﹤0.01% 1220
2025
Q4 		$276K Buy
+5,725
New +$264K ﹤0.01% 1073

Other funds holding EFOR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

Swiss Life Asset Management's EFOR Position: Q1 2026 in Review

Swiss Life Asset Management increased its Everforth Inc (EFOR) stake by 14% in Q1 2026, buying an estimated $37K and bringing the position to 6,555 shares worth $254K. The position accounts for ﹤0.01% of the portfolio, ranked #1220.

Swiss Life Asset Management first reported a position in EFOR in Q4 2025 and has held it in 2 quarters since. The position peaked at $276K in Q4 2025. 249 funds tracked by Wall St. Rank hold EFOR as of Q1 2026.

  • Swiss Life Asset Management held 6,555 shares of Everforth Inc worth $254K as of Q1 2026.
  • Swiss Life Asset Management bought 830 Everforth Inc shares in Q1 2026, an estimated $37K.
  • Everforth Inc made up ﹤0.01% of Swiss Life Asset Management's portfolio in Q1 2026, its #1220 holding.
  • Swiss Life Asset Management first reported a position in Everforth Inc in Q4 2025 and has held it in 2 quarters since.
  • Swiss Life Asset Management's Everforth Inc position peaked at $276K in Q4 2025.
  • 249 funds tracked by Wall St. Rank held Everforth Inc as of Q1 2026.

Based on Swiss Life Asset Management's 13F filing for Q1 2026, filed 14 May 2026.