AWP
EFOR

Abacus Wealth Partners’s Everforth Inc EFOR Stock Holding History

Abacus Wealth Partners’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 		$249K Buy
+13,917
New +$340K 0.03% 271
2026
Q1 		– Sell
-4,538
Closed -$219K – 510
2025
Q4 		$219K Buy
+4,538
New +$209K 0.02% 453

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
SIM
SummerHaven Investment Management Stamford, Connecticut $187M AUM 70.61% 1-Year Est. Return

Abacus Wealth Partners's EFOR Position: Q2 2026 in Review

Abacus Wealth Partners opened a new position in Everforth Inc (EFOR) in Q2 2026: 13,917 shares worth $249K. The stake represents 0.03% of the portfolio and ranks #271 among its holdings. This is a return to the name: Abacus Wealth Partners previously reported a position in EFOR as recently as Q4 2025.

Abacus Wealth Partners first reported a position in EFOR in Q4 2025 and has held it in 2 quarters since. 36 funds tracked by Wall St. Rank hold EFOR as of Q2 2026.

  • Abacus Wealth Partners held 13,917 shares of Everforth Inc worth $249K as of Q2 2026.
  • Everforth Inc was a new Abacus Wealth Partners position in Q2 2026.
  • Everforth Inc made up 0.03% of Abacus Wealth Partners's portfolio in Q2 2026, its #271 holding.
  • Abacus Wealth Partners first reported a position in Everforth Inc in Q4 2025 and has held it in 2 quarters since.
  • 36 funds tracked by Wall St. Rank held Everforth Inc as of Q2 2026.

Based on Abacus Wealth Partners's 13F filing for Q2 2026, filed 22 Jul 2026.