UBS Group
EFOR

UBS Group’s Everforth Inc EFOR Stock Holding History

UBS Group’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
2015
Q1 		– Sell
-200
Closed -$7K – 8776
2014
Q4 		$7K Buy
+200
New +$6.01K ﹤0.01% 8687

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

UBS Group's EFOR Position: Q1 2026 in Review

UBS Group increased its Everforth Inc (EFOR) stake by 45% in Q1 2026, buying an estimated $1.8M and bringing the position to 129,494 shares worth $5.01M. The position accounts for ﹤0.01% of the portfolio, ranked #4081.

UBS Group first reported a position in EFOR in Q4 2014 and has held it in 46 quarters since. The position peaked at $12M in Q4 2024. 249 funds tracked by Wall St. Rank hold EFOR as of Q1 2026.

  • UBS Group held 129,494 shares of Everforth Inc worth $5.01M as of Q1 2026.
  • UBS Group bought 40,345 Everforth Inc shares in Q1 2026, an estimated $1.8M.
  • Everforth Inc made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #4081 holding.
  • UBS Group first reported a position in Everforth Inc in Q4 2014 and has held it in 46 quarters since.
  • UBS Group's Everforth Inc position peaked at $12M in Q4 2024.
  • 249 funds tracked by Wall St. Rank held Everforth Inc as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.