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
Q2 		– Sell
-6,555
Closed -$254K – 1648
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Swiss Life Asset Management's EFOR Position: Q2 2026 in Review

Swiss Life Asset Management sold out of Everforth Inc (EFOR) in Q2 2026, closing a stake of 6,555 shares — an estimated $254K sold.

Swiss Life Asset Management first reported a position in EFOR in Q4 2025 and held it in 2 quarters. The position peaked at $276K in Q4 2025. 247 funds tracked by Wall St. Rank hold EFOR as of Q2 2026.

  • Swiss Life Asset Management reported no remaining Everforth Inc position as of Q2 2026 after selling out during the quarter.
  • Swiss Life Asset Management sold 6,555 Everforth Inc shares in Q2 2026, an estimated $254K.
  • Swiss Life Asset Management first reported a position in Everforth Inc in Q4 2025 and held it in 2 quarters.
  • Swiss Life Asset Management's Everforth Inc position peaked at $276K in Q4 2025.
  • 247 funds tracked by Wall St. Rank held Everforth Inc as of Q2 2026.

Based on Swiss Life Asset Management's 13F filing for Q2 2026, filed 29 Jul 2026.