SFM
EFOR

Systematic Financial Management’s Everforth Inc EFOR Stock Holding History

Systematic Financial 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 		$21.1M Buy
544,583
+60,156
+12% +$2.68M 0.48% 82
2025
Q4 		$23.3M Buy
484,427
+38,406
+9% +$1.77M 0.55% 71
2025
Q3 		$21.1M Buy
446,021
+174,575
+64% +$8.91M 0.51% 77
2025
Q2 		$13.6M Buy
271,446
+11,474
+4% +$627K 0.36% 106
2025
Q1 		$16.4M Buy
259,972
+3,744
+1% +$288K 0.47% 93
2024
Q4 		$21.4M Sell
256,228
-9,869
-4% -$901K 0.54% 82
2024
Q3 		$24.8M Buy
266,097
+23,605
+10% +$2.19M 0.63% 67
2024
Q2 		$21.4M Buy
242,492
+6,649
+3% +$635K 0.65% 61
2024
Q1 		$24.7M Sell
235,843
-1,624
-0.7% -$157K 0.69% 54
2023
Q4 		$22.8M Sell
237,467
-4,231
-2% -$370K 0.68% 61
2023
Q3 		$19.7M Sell
241,698
-7,804
-3% -$621K 0.64% 65
2023
Q2 		$18.9M Buy
249,502
+2,887
+1% +$208K 0.6% 73
2023
Q1 		$20.4M Sell
246,615
-3,977
-2% -$345K 0.67% 61
2022
Q4 		$20.4M Sell
250,592
-3,355
-1% -$294K 0.67% 61
2022
Q3 		$22.9M Sell
253,947
-887
-0.3% -$86K 0.84% 34
2022
Q2 		$23M Sell
254,834
-4,467
-2% -$458K 0.8% 40
2022
Q1 		$30.3M Sell
259,301
-1,544
-0.6% -$175K 0.94% 27
2021
Q4 		$32.2M Sell
260,845
-11,158
-4% -$1.36M 0.95% 24
2021
Q3 		$30.8M Sell
272,003
-2,423
-0.9% -$255K 0.95% 25
2021
Q2 		$26.6M Buy
274,426
+34,060
+14% +$3.48M 0.8% 42
2021
Q1 		$22.9M Sell
240,366
-10,441
-4% -$964K 0.84% 37
2020
Q4 		$20.9M Sell
250,807
-39,440
-14% -$3.03M 0.92% 29
2020
Q3 		$18.4M Sell
290,247
-30,146
-9% -$2.07M 1.01% 21
2020
Q2 		$21.4M Sell
320,393
-5,811
-2% -$308K 1.11% 12
2020
Q1 		$11.5M Sell
326,204
-3,252
-1% -$184K 0.71% 52
2019
Q4 		$23.4M Buy
329,456
+22,944
+7% +$1.5M 0.91% 22
2019
Q3 		$19.3M Buy
306,512
+5,466
+2% +$338K 0.86% 25
2019
Q2 		$18.2M Sell
301,046
-1,121
-0.4% -$67.3K 0.71% 36
2019
Q1 		$19.2M Buy
302,167
+65,761
+28% +$4.11M 0.66% 32
2018
Q4 		$12.9M Buy
236,406
+41,021
+21% +$2.67M 0.4% 87
2018
Q3 		$15.4M Sell
195,385
-21,468
-10% -$1.85M 0.37% 94
2018
Q2 		$17M Buy
216,853
+5,961
+3% +$488K 0.41% 76
2018
Q1 		$17.3M Sell
210,892
-12,848
-6% -$962K 0.38% 83
2017
Q4 		$14.4M Sell
223,740
-21,196
-9% -$1.28M 0.29% 120
2017
Q3 		$13.1M Sell
244,936
-3,462
-1% -$173K 0.27% 120
2017
Q2 		$13.5M Sell
248,398
-3,216
-1% -$165K 0.25% 124
2017
Q1 		$12.2M Sell
251,614
-27,748
-10% -$1.29M 0.22% 130
2016
Q4 		$12.3M Buy
279,362
+7,768
+3% +$309K 0.2% 158
2016
Q3 		$9.86M Sell
271,594
-10,025
-4% -$373K 0.14% 187
2016
Q2 		$10.4M Sell
281,619
-2,756
-1% -$101K 0.14% 173
2016
Q1 		$10.5M Sell
284,375
-2,843
-1% -$100K 0.13% 179
2015
Q4 		$12.9M Sell
287,218
-77,616
-21% -$3.39M 0.14% 150
2015
Q3 		$13.5M Sell
364,834
-17,343
-5% -$659K 0.14% 161
2015
Q2 		$15M Sell
382,177
-28,784
-7% -$1.1M 0.13% 183
2015
Q1 		$15.8M Sell
410,961
-16,288
-4% -$593K 0.12% 177
2014
Q4 		$14.2M Sell
427,249
-17,388
-4% -$523K 0.1% 208
2014
Q3 		$11.9M Sell
444,637
-86,598
-16% -$2.69M 0.09% 234
2014
Q2 		$18.9M Buy
531,235
+8,714
+2% +$312K 0.13% 179
2014
Q1 		$20.2M Sell
522,521
-8,991
-2% -$301K 0.14% 170
2013
Q4 		$18.6M Sell
531,512
-18,518
-3% -$617K 0.14% 171
2013
Q3 		$18.1M Sell
550,030
-11,799
-2% -$366K 0.14% 154
2013
Q2 		$15M Buy
+561,829
New +$14.1M 0.13% 170

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

Systematic Financial Management's EFOR Position: Q1 2026 in Review

Systematic Financial Management increased its Everforth Inc (EFOR) stake by 12% in Q1 2026, buying an estimated $2.68M and bringing the position to 544,583 shares worth $21.1M. The position accounts for 0.48% of the portfolio, ranked #82.

Systematic Financial Management first reported a position in EFOR in Q2 2013 and has held it in 52 quarters since. The position peaked at $32.2M in Q4 2021. 249 funds tracked by Wall St. Rank hold EFOR as of Q1 2026.

  • Systematic Financial Management held 544,583 shares of Everforth Inc worth $21.1M as of Q1 2026.
  • Systematic Financial Management bought 60,156 Everforth Inc shares in Q1 2026, an estimated $2.68M.
  • Everforth Inc made up 0.48% of Systematic Financial Management's portfolio in Q1 2026, its #82 holding.
  • Systematic Financial Management first reported a position in Everforth Inc in Q2 2013 and has held it in 52 quarters since.
  • Systematic Financial Management's Everforth Inc position peaked at $32.2M in Q4 2021.
  • 249 funds tracked by Wall St. Rank held Everforth Inc as of Q1 2026.

Based on Systematic Financial Management's 13F filing for Q1 2026, filed 13 May 2026.