VA
EFOR

Vident Advisory’s Everforth Inc EFOR Stock Holding History

Vident Advisory’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 		$708K Buy
18,285
+2,546
+16% +$113K 0.01% 1056
2025
Q4 		$758K Buy
15,739
+552
+4% +$25.4K 0.01% 939
2025
Q3 		$719K Buy
+15,187
New +$775K 0.01% 998
2025
Q2 		– Sell
-13,727
Closed -$865K – 1605
2025
Q1 		$865K Buy
13,727
+4,351
+46% +$335K 0.01% 785
2024
Q4 		$781K Buy
+9,376
New +$856K 0.01% 747
2024
Q3 		– Sell
-7,650
Closed -$675K – 1422
2024
Q2 		$675K Buy
+7,650
New +$731K 0.02% 748

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

Vident Advisory's EFOR Position: Q1 2026 in Review

Vident Advisory increased its Everforth Inc (EFOR) stake by 16% in Q1 2026, buying an estimated $113K and bringing the position to 18,285 shares worth $708K. The position accounts for 0.01% of the portfolio, ranked #1056.

Vident Advisory first reported a position in EFOR in Q2 2024 and has held it in 6 quarters since. The position peaked at $865K in Q1 2025. 249 funds tracked by Wall St. Rank hold EFOR as of Q1 2026.

  • Vident Advisory held 18,285 shares of Everforth Inc worth $708K as of Q1 2026.
  • Vident Advisory bought 2,546 Everforth Inc shares in Q1 2026, an estimated $113K.
  • Everforth Inc made up 0.01% of Vident Advisory's portfolio in Q1 2026, its #1056 holding.
  • Vident Advisory first reported a position in Everforth Inc in Q2 2024 and has held it in 6 quarters since.
  • Vident Advisory's Everforth Inc position peaked at $865K in Q1 2025.
  • 249 funds tracked by Wall St. Rank held Everforth Inc as of Q1 2026.

Based on Vident Advisory's 13F filing for Q1 2026, filed 15 May 2026.