Yousif Capital Management
EFOR icon

Yousif Capital Management’s Everforth Inc EFOR Stock Holding History

Yousif Capital Management’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
Q3 		$432K Buy
13,132
+937
+8% +$26.1K ﹤0.01% 1380
2026
Q2 		$218K Sell
12,195
-615
-5% -$15K ﹤0.01% 1590
2026
Q1 		$496K Sell
12,810
-1,609
-11% -$71.7K 0.01% 1394
2025
Q4 		$700K Sell
14,419
-721
-5% -$33.2K 0.01% 1262
2025
Q3 		$717K Sell
15,140
-765
-5% -$39K 0.01% 1274
2025
Q2 		$794K Sell
15,905
-187
-1% -$10.2K 0.01% 1256
2025
Q1 		$1.01M Sell
16,092
-360
-2% -$27.7K 0.01% 1103
2024
Q4 		$1.37M Sell
16,452
-667
-4% -$60.9K 0.02% 967
2024
Q3 		$1.6M Sell
17,119
-2,767
-14% -$257K 0.02% 897
2024
Q2 		$1.75M Sell
19,886
-2,376
-11% -$227K 0.02% 828
2024
Q1 		$2.33M Sell
22,262
-551
-2% -$53.3K 0.03% 727
2023
Q4 		$2.19M Sell
22,813
-406
-2% -$35.5K 0.03% 753
2023
Q3 		$1.9M Sell
23,219
-1,845
-7% -$147K 0.02% 769
2023
Q2 		$1.9M Sell
25,064
-976
-4% -$70.2K 0.02% 813
2023
Q1 		$2.15M Buy
26,040
+495
+2% +$42.9K 0.03% 718
2022
Q4 		$2.08M Sell
25,545
-506
-2% -$44.4K 0.03% 732
2022
Q3 		$2.35M Sell
26,051
-2,993
-10% -$290K 0.03% 627
2022
Q2 		$2.62M Buy
29,044
+735
+3% +$75.4K 0.03% 624
2022
Q1 		$3.3M Buy
28,309
+144
+0.5% +$16.3K 0.04% 571
2021
Q4 		$3.48M Buy
+28,165
New +$3.44M 0.04% 584

Other funds holding EFOR

SummerHaven Investment Management
SummerHaven Investment Management Stamford, Connecticut $179M AUM 57.61% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Wedmont Private Capital
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
Norden Group
Norden Group Provo, Utah $1.33B AUM 30.5% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return
Harbor Capital Advisors
Harbor Capital Advisors Chicago, Illinois $1.48B AUM 30.88% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

Yousif Capital Management's EFOR Position: Q3 2026 in Review

Yousif Capital Management increased its Everforth Inc (EFOR) stake by 7.7% in Q3 2026, buying an estimated $26.1K and bringing the position to 13,132 shares worth $432K. The position accounts for ﹤0.01% of the portfolio, ranked #1380.

Yousif Capital Management first reported a position in EFOR in Q4 2021 and has held it in 20 quarters since. The position peaked at $3.48M in Q4 2021. 50 funds tracked by Wall St. Rank hold EFOR as of Q3 2026.

  • Yousif Capital Management held 13,132 shares of Everforth Inc worth $432K as of Q3 2026.
  • Yousif Capital Management bought 937 Everforth Inc shares in Q3 2026, an estimated $26.1K.
  • Everforth Inc made up ﹤0.01% of Yousif Capital Management's portfolio in Q3 2026, its #1380 holding.
  • Yousif Capital Management first reported a position in Everforth Inc in Q4 2021 and has held it in 20 quarters since.
  • Yousif Capital Management's Everforth Inc position peaked at $3.48M in Q4 2021.
  • 50 funds tracked by Wall St. Rank held Everforth Inc as of Q3 2026.

Based on Yousif Capital Management's 13F filing for Q3 2026, filed 22 Oct 2026.