YCM
EFOR

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
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

ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
DWM
Drive Wealth Management Lehi, Utah $561M AUM 33.14% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
AWP
Abacus Wealth Partners Santa Monica, California $952M AUM 22.68% 1-Year Est. Return

Yousif Capital Management's EFOR Position: Q2 2026 in Review

Yousif Capital Management reduced its Everforth Inc (EFOR) stake by 4.8% in Q2 2026, selling an estimated $15K and leaving 12,195 shares worth $218K. The position accounts for ﹤0.01% of the portfolio, ranked #1590.

Yousif Capital Management first reported a position in EFOR in Q4 2021 and has held it in 19 quarters since. The position peaked at $3.48M in Q4 2021. 36 funds tracked by Wall St. Rank hold EFOR as of Q2 2026.

  • Yousif Capital Management held 12,195 shares of Everforth Inc worth $218K as of Q2 2026.
  • Yousif Capital Management sold 615 Everforth Inc shares in Q2 2026, an estimated $15K.
  • Everforth Inc made up ﹤0.01% of Yousif Capital Management's portfolio in Q2 2026, its #1590 holding.
  • Yousif Capital Management first reported a position in Everforth Inc in Q4 2021 and has held it in 19 quarters since.
  • Yousif Capital Management's Everforth Inc position peaked at $3.48M in Q4 2021.
  • 36 funds tracked by Wall St. Rank held Everforth Inc as of Q2 2026.

Based on Yousif Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.