UFF
EFOR

USA Financial Formulas’s Everforth Inc EFOR Stock Holding History

USA Financial Formulas’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 		– Sell
-18
Closed -$867 – 446
2025
Q4 		$867 Buy
+18
New +$830 ﹤0.01% 313
2024
Q2 		– Sell
-673
Closed -$70.5K – 307
2024
Q1 		$70.5K Buy
+673
New +$65.1K 0.01% 221
2022
Q1 		– Sell
-278
Closed -$34K – 354
2021
Q4 		$34K Buy
+278
New +$34K 0.03% 170
2019
Q1 		– Sell
-1,155
Closed -$91K – 136
2018
Q4 		$91K Sell
1,155
-32
-3% -$2.09K 0.02% 281
2018
Q3 		$93K Sell
1,187
-10
-0.8% -$864 0.02% 264
2018
Q2 		$98K Hold
1,197
– – 0.02% 286
2018
Q1 		$98K Buy
+1,197
New +$89.6K 0.02% 286

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

USA Financial Formulas's EFOR Position: Q1 2026 in Review

USA Financial Formulas sold out of Everforth Inc (EFOR) in Q1 2026, closing a stake of 18 shares — an estimated $867 sold.

USA Financial Formulas first reported a position in EFOR in Q1 2018 and held it in 7 quarters. The position peaked at $98K in Q2 2018. 249 funds tracked by Wall St. Rank hold EFOR as of Q1 2026.

  • USA Financial Formulas reported no remaining Everforth Inc position as of Q1 2026 after selling out during the quarter.
  • USA Financial Formulas sold 18 Everforth Inc shares in Q1 2026, an estimated $867.
  • USA Financial Formulas first reported a position in Everforth Inc in Q1 2018 and held it in 7 quarters.
  • USA Financial Formulas's Everforth Inc position peaked at $98K in Q2 2018.
  • 249 funds tracked by Wall St. Rank held Everforth Inc as of Q1 2026.

Based on USA Financial Formulas's 13F filing for Q1 2026, filed 14 Apr 2026.