X
EFOR

Xponance’s Everforth Inc EFOR Stock Holding History

Xponance’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
-5,266
Closed -$254K – 1692
2025
Q4 		$254K Sell
5,266
-1,004
-16% -$46.3K ﹤0.01% 1264
2025
Q3 		$297K Sell
6,270
-4
-0.1% -$204 ﹤0.01% 1163
2025
Q2 		$313K Sell
6,274
-167
-3% -$9.12K ﹤0.01% 1125
2025
Q1 		$406K Buy
6,441
+64
+1% +$4.93K ﹤0.01% 999
2024
Q4 		$531K Buy
6,377
+282
+5% +$25.7K ﹤0.01% 934
2024
Q3 		$568K Sell
6,095
-90
-1% -$8.35K 0.01% 898
2024
Q2 		$545K Sell
6,185
-540
-8% -$51.6K 0.01% 883
2024
Q1 		$705K Sell
6,725
-145
-2% -$14K 0.01% 834
2023
Q4 		$661K Sell
6,870
-96
-1% -$8.38K 0.01% 833
2023
Q3 		$569K Sell
6,966
-202
-3% -$16.1K 0.01% 836
2023
Q2 		$542K Sell
7,168
-788
-10% -$56.6K 0.01% 877
2023
Q1 		$658K Sell
7,956
-77
-1% -$6.68K 0.01% 812
2022
Q4 		$655K Sell
8,033
-81
-1% -$7.11K 0.01% 793
2022
Q3 		$733K Sell
8,114
-353
-4% -$34.2K 0.01% 681
2022
Q2 		$764K Buy
8,467
+351
+4% +$36K 0.02% 679
2022
Q1 		$947K Sell
8,116
-86
-1% -$9.75K 0.02% 612
2021
Q4 		$1.01M Sell
8,202
-243
-3% -$29.7K 0.02% 604
2021
Q3 		$955K Sell
8,445
-461
-5% -$48.5K 0.02% 580
2021
Q2 		$863K Buy
8,906
+2,503
+39% +$256K 0.02% 658
2021
Q1 		$611K Sell
6,403
-659
-9% -$60.9K 0.01% 686
2020
Q4 		$590K Buy
7,062
+24
+0.3% +$1.85K 0.01% 669
2020
Q3 		$447K Sell
7,038
-103
-1% -$7.09K 0.01% 698
2020
Q2 		$476K Buy
+7,141
New +$379K 0.01% 629

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

Xponance's EFOR Position: Q1 2026 in Review

Xponance sold out of Everforth Inc (EFOR) in Q1 2026, closing a stake of 5,266 shares — an estimated $254K sold.

Xponance first reported a position in EFOR in Q2 2020 and held it in 23 quarters. The position peaked at $1.01M in Q4 2021. 249 funds tracked by Wall St. Rank hold EFOR as of Q1 2026.

  • Xponance reported no remaining Everforth Inc position as of Q1 2026 after selling out during the quarter.
  • Xponance sold 5,266 Everforth Inc shares in Q1 2026, an estimated $254K.
  • Xponance first reported a position in Everforth Inc in Q2 2020 and held it in 23 quarters.
  • Xponance's Everforth Inc position peaked at $1.01M in Q4 2021.
  • 249 funds tracked by Wall St. Rank held Everforth Inc as of Q1 2026.

Based on Xponance's 13F filing for Q1 2026, filed 13 May 2026.