TRCT
EFOR

Tower Research Capital (TRC)’s Everforth Inc EFOR Stock Holding History

Tower Research Capital (TRC)’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 		$207K Sell
5,346
-8,576
-62% -$382K 0.01% 1590
2025
Q4 		$671K Sell
13,922
-6,091
-30% -$281K 0.02% 666
2025
Q3 		$948K Buy
20,013
+13,456
+205% +$687K 0.03% 534
2025
Q2 		$327K Buy
6,557
+862
+15% +$47.1K 0.01% 1347
2025
Q1 		$359K Buy
5,695
+2,088
+58% +$161K 0.01% 1039
2024
Q4 		$301K Buy
3,607
+1,725
+92% +$158K 0.01% 1409
2024
Q3 		$175K Sell
1,882
-10,445
-85% -$969K ﹤0.01% 1747
2024
Q2 		$1.09M Buy
12,327
+11,320
+1,124% +$1.08M 0.02% 717
2024
Q1 		$105K Sell
1,007
-6,895
-87% -$667K ﹤0.01% 1802
2023
Q4 		$760K Buy
7,902
+3,416
+76% +$298K 0.01% 1049
2023
Q3 		$366K Buy
4,486
+1,559
+53% +$124K 0.01% 1059
2023
Q2 		$221K Buy
2,927
+1,827
+166% +$131K 0.01% 1492
2023
Q1 		$91K Sell
1,100
-1,414
-56% -$123K ﹤0.01% 1950
2022
Q4 		$205K Sell
2,514
-1,670
-40% -$146K 0.01% 1293
2022
Q3 		$379K Buy
4,184
+1,219
+41% +$118K 0.01% 1356
2022
Q2 		$267K Buy
2,965
+1,649
+125% +$169K 0.01% 1561
2022
Q1 		$154K Sell
1,316
-2,340
-64% -$265K ﹤0.01% 1924
2021
Q4 		$451K Buy
3,656
+643
+21% +$78.6K 0.01% 1179
2021
Q3 		$341K Sell
3,013
-5,997
-67% -$631K 0.01% 1279
2021
Q2 		$873K Sell
9,010
-5,480
-38% -$560K 0.02% 761
2021
Q1 		$1.38M Buy
14,490
+10,523
+265% +$972K 0.02% 613
2020
Q4 		$331K Sell
3,967
-63,547
-94% -$4.89M 0.01% 1318
2020
Q3 		$4.29M Buy
67,514
+50,916
+307% +$3.5M 0.05% 103
2020
Q2 		$1.11M Buy
16,598
+16,561
+44,759% +$879K 0.05% 460
2020
Q1 		$1K Sell
37
-20
-35% -$1.13K ﹤0.01% 2725
2019
Q4 		$4K Sell
57
-327
-85% -$21.3K ﹤0.01% 2746
2019
Q3 		$24K Sell
384
-2,174
-85% -$134K ﹤0.01% 2335
2019
Q2 		$155K Sell
2,558
-2,212
-46% -$133K 0.01% 967
2019
Q1 		$303K Buy
4,770
+3,947
+480% +$247K 0.02% 921
2018
Q4 		$45K Sell
823
-904
-52% -$58.9K ﹤0.01% 1348
2018
Q3 		$136K Buy
1,727
+170
+11% +$14.7K 0.01% 1177
2018
Q2 		$122K Buy
1,557
+910
+141% +$74.5K 0.01% 1312
2018
Q1 		$53K Buy
+647
New +$48.4K ﹤0.01% 1642
2017
Q4 		– Sell
-5,625
Closed -$302K – 3488
2017
Q3 		$302K Buy
+5,625
New +$281K 0.02% 485
2017
Q2 		– Sell
-336
Closed -$16K – 2672
2017
Q1 		$16K Sell
336
-151
-31% -$7K ﹤0.01% 1423
2016
Q4 		$22K Buy
+487
New +$19.4K ﹤0.01% 2035
2016
Q3 		– Sell
-3,748
Closed -$138K – 3601
2016
Q2 		$138K Buy
3,748
+3,308
+752% +$122K 0.01% 913
2016
Q1 		$16K Buy
440
+240
+120% +$8.47K ﹤0.01% 1502
2015
Q4 		$9K Buy
+200
New +$8.74K ﹤0.01% 2231
2015
Q3 		– Sell
-294
Closed -$12K – 3964
2015
Q2 		$12K Sell
294
-2,032
-87% -$77.6K ﹤0.01% 2513
2015
Q1 		$89K Buy
+2,326
New +$84.7K 0.01% 985
2014
Q4 		– Sell
-3,900
Closed -$105K – 3988
2014
Q3 		$105K Buy
3,900
+3,784
+3,262% +$117K 0.01% 882
2014
Q2 		$4K Buy
116
+85
+274% +$3.04K ﹤0.01% 2965
2014
Q1 		$1K Sell
31
-729
-96% -$24.4K ﹤0.01% 4103
2013
Q4 		$27K Sell
760
-2,720
-78% -$90.6K ﹤0.01% 1981
2013
Q3 		$115K Buy
3,480
+1,916
+123% +$59.4K 0.01% 1161
2013
Q2 		$42K Buy
+1,564
New +$39.4K ﹤0.01% 1065

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

Tower Research Capital (TRC)'s EFOR Position: Q1 2026 in Review

Tower Research Capital (TRC) reduced its Everforth Inc (EFOR) stake by 62% in Q1 2026, selling an estimated $382K and leaving 5,346 shares worth $207K. The position accounts for 0.01% of the portfolio, ranked #1590.

Tower Research Capital (TRC) first reported a position in EFOR in Q2 2013 and has held it in 47 quarters since. The position peaked at $4.29M in Q3 2020. 249 funds tracked by Wall St. Rank hold EFOR as of Q1 2026.

  • Tower Research Capital (TRC) held 5,346 shares of Everforth Inc worth $207K as of Q1 2026.
  • Tower Research Capital (TRC) sold 8,576 Everforth Inc shares in Q1 2026, an estimated $382K.
  • Everforth Inc made up 0.01% of Tower Research Capital (TRC)'s portfolio in Q1 2026, its #1590 holding.
  • Tower Research Capital (TRC) first reported a position in Everforth Inc in Q2 2013 and has held it in 47 quarters since.
  • Tower Research Capital (TRC)'s Everforth Inc position peaked at $4.29M in Q3 2020.
  • 249 funds tracked by Wall St. Rank held Everforth Inc as of Q1 2026.

Based on Tower Research Capital (TRC)'s 13F filing for Q1 2026, filed 15 May 2026.