Vident Advisory
EFOR icon

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
Q2 		– Sell
-18,285
Closed -$708K – 1932
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Vident Advisory's EFOR Position: Q2 2026 in Review

Vident Advisory sold out of Everforth Inc (EFOR) in Q2 2026, closing a stake of 18,285 shares — an estimated $708K sold.

Vident Advisory first reported a position in EFOR in Q2 2024 and held it in 6 quarters. The position peaked at $865K in Q1 2025. 247 funds tracked by Wall St. Rank hold EFOR as of Q2 2026.

  • Vident Advisory reported no remaining Everforth Inc position as of Q2 2026 after selling out during the quarter.
  • Vident Advisory sold 18,285 Everforth Inc shares in Q2 2026, an estimated $708K.
  • Vident Advisory first reported a position in Everforth Inc in Q2 2024 and held it in 6 quarters.
  • Vident Advisory's Everforth Inc position peaked at $865K in Q1 2025.
  • 247 funds tracked by Wall St. Rank held Everforth Inc as of Q2 2026.

Based on Vident Advisory's 13F filing for Q2 2026, filed 12 Aug 2026.