Zurich Cantonal Bank’s Everforth Inc EFOR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $653K | Buy |
16,861
+6,207
| +58% | +$277K | ﹤0.01% | 1678 |
|
|
2025
Q4 | $513K | Hold |
10,654
| – | – | ﹤0.01% | 1770 |
|
|
2025
Q3 | $504K | Hold |
10,654
| – | – | ﹤0.01% | 1734 |
|
|
2025
Q2 | $532K | Hold |
10,654
| – | – | ﹤0.01% | 1625 |
|
|
2025
Q1 | $671K | Hold |
10,654
| – | – | ﹤0.01% | 1410 |
|
|
2024
Q4 | $888K | Buy |
10,654
+976
| +10% | +$89.1K | ﹤0.01% | 1251 |
|
|
2024
Q3 | $902K | Sell |
9,678
-7,155
| -43% | -$664K | ﹤0.01% | 1180 |
|
|
2024
Q2 | $1.48M | Hold |
16,833
| – | – | ﹤0.01% | 869 |
|
|
2024
Q1 | $1.76M | Buy |
16,833
+6,797
| +68% | +$657K | 0.01% | 801 |
|
|
2023
Q4 | $965K | Buy |
10,036
+802
| +9% | +$70K | ﹤0.01% | 1089 |
|
|
2023
Q3 | $754K | Buy |
9,234
+309
| +3% | +$24.6K | ﹤0.01% | 1133 |
|
|
2023
Q2 | $675K | Buy |
8,925
+852
| +11% | +$61.3K | ﹤0.01% | 1176 |
|
|
2023
Q1 | $667K | Buy |
8,073
+783
| +11% | +$67.9K | ﹤0.01% | 1126 |
|
|
2022
Q4 | $594K | Buy |
7,290
+732
| +11% | +$64.2K | ﹤0.01% | 1151 |
|
|
2022
Q3 | $593K | Hold |
6,558
| – | – | ﹤0.01% | 1082 |
|
|
2022
Q2 | $592K | Sell |
6,558
-488
| -7% | -$50K | ﹤0.01% | 1118 |
|
|
2022
Q1 | $822K | Buy |
7,046
+461
| +7% | +$52.3K | ﹤0.01% | 1023 |
|
|
2021
Q4 | $813K | Buy |
6,585
+1,211
| +23% | +$148K | ﹤0.01% | 1119 |
|
|
2021
Q3 | $608K | Hold |
5,374
| – | – | ﹤0.01% | 1169 |
|
|
2021
Q2 | $521K | Sell |
5,374
-352
| -6% | -$36K | ﹤0.01% | 1210 |
|
|
2021
Q1 | $546K | Sell |
5,726
-994
| -15% | -$91.8K | ﹤0.01% | 1168 |
|
|
2020
Q4 | $561K | Buy |
6,720
+470
| +8% | +$36.1K | ﹤0.01% | 1216 |
|
|
2020
Q3 | $397K | Hold |
6,250
| – | – | ﹤0.01% | 1196 |
|
|
2020
Q2 | $417K | Buy |
6,250
+1,927
| +45% | +$102K | ﹤0.01% | 1104 |
|
|
2020
Q1 | $153K | Buy |
4,323
+1,039
| +32% | +$58.9K | ﹤0.01% | 1349 |
|
|
2019
Q4 | $233K | Hold |
3,284
| – | – | ﹤0.01% | 1253 |
|
|
2019
Q3 | $206K | Buy |
3,284
+412
| +14% | +$25.4K | ﹤0.01% | 1226 |
|
|
2019
Q2 | $174K | Hold |
2,872
| – | – | ﹤0.01% | 1295 |
|
|
2019
Q1 | $182K | Sell |
2,872
-521
| -15% | -$32.6K | ﹤0.01% | 1232 |
|
|
2018
Q4 | $185K | Hold |
3,393
| – | – | ﹤0.01% | 1241 |
|
|
2018
Q3 | $268K | Buy |
+3,393
| New | +$293K | ﹤0.01% | 1141 |
|
|
2018
Q1 | – | Sell |
-3,099
| Closed | -$199K | – | 2540 |
|
|
2017
Q4 | $199K | Buy |
3,099
+857
| +38% | +$51.9K | ﹤0.01% | 1188 |
|
|
2017
Q3 | $120K | Hold |
2,242
| – | – | ﹤0.01% | 1280 |
|
|
2017
Q2 | $121K | Buy |
2,242
+202
| +10% | +$10.4K | ﹤0.01% | 1242 |
|
|
2017
Q1 | $99K | Hold |
2,040
| – | – | ﹤0.01% | 1360 |
|
|
2016
Q4 | $90K | Buy |
2,040
+716
| +54% | +$28.5K | ﹤0.01% | 1372 |
|
|
2016
Q3 | $48K | Buy |
1,324
+203
| +18% | +$7.55K | ﹤0.01% | 1663 |
|
|
2016
Q2 | $41K | Hold |
1,121
| – | – | ﹤0.01% | 1590 |
|
|
2016
Q1 | $41K | Hold |
1,121
| – | – | ﹤0.01% | 1526 |
|
|
2015
Q4 | $50K | Buy |
1,121
+639
| +133% | +$27.9K | ﹤0.01% | 1445 |
|
|
2015
Q3 | $18K | Buy |
482
+293
| +155% | +$11.1K | ﹤0.01% | 1529 |
|
|
2015
Q2 | $7K | Hold |
189
| – | – | ﹤0.01% | 1596 |
|
|
2015
Q1 | $7K | Buy |
+189
| New | +$6.89K | ﹤0.01% | 1578 |
|
Other funds holding EFOR
VPM
VCM
RP
Zurich Cantonal Bank's EFOR Position: Q1 2026 in Review
Zurich Cantonal Bank increased its Everforth Inc (EFOR) stake by 58% in Q1 2026, buying an estimated $277K and bringing the position to 16,861 shares worth $653K. The position accounts for ﹤0.01% of the portfolio, ranked #1678.
Zurich Cantonal Bank first reported a position in EFOR in Q1 2015 and has held it in 43 quarters since. The position peaked at $1.76M in Q1 2024. 249 funds tracked by Wall St. Rank hold EFOR as of Q1 2026.
- Zurich Cantonal Bank held 16,861 shares of Everforth Inc worth $653K as of Q1 2026.
- Zurich Cantonal Bank bought 6,207 Everforth Inc shares in Q1 2026, an estimated $277K.
- Everforth Inc made up ﹤0.01% of Zurich Cantonal Bank's portfolio in Q1 2026, its #1678 holding.
- Zurich Cantonal Bank first reported a position in Everforth Inc in Q1 2015 and has held it in 43 quarters since.
- Zurich Cantonal Bank's Everforth Inc position peaked at $1.76M in Q1 2024.
- 249 funds tracked by Wall St. Rank held Everforth Inc as of Q1 2026.
Based on Zurich Cantonal Bank's 13F filing for Q1 2026, filed 15 May 2026.