Advisory Services Network’s Everforth Inc EFOR Stock Holding History

Advisory Services Network’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	$6.66K	Buy	+172	New	+$7.67K	﹤0.01%	3744
2025 Q4	–	Sell	-17	Closed	-$805	–	1952
2025 Q3	$805	Buy	+17	New	+$867	﹤0.01%	3971
2024 Q1	–	Sell	-22	Closed	-$2.12K	–	1586
2023 Q4	$2.12K	Buy	+22	New	+$1.92K	﹤0.01%	3382
2023 Q2	–	Sell	-18	Closed	-$1.49K	–	1570
2023 Q1	$1.49K	Hold	18	–	–	﹤0.01%	3529
2022 Q4	$1.47K	Buy	+18	New	+$1.58K	﹤0.01%	3522
2021 Q3	–	Sell	-18	Closed	-$2K	–	1500
2021 Q2	$2K	Buy	+18	New	+$1.84K	﹤0.01%	3287
2021 Q1	–	Sell	-89	Closed	-$7K	–	1387
2020 Q4	$7K	Buy	89 +30	+51%	+$2.31K	﹤0.01%	2576
2020 Q3	$4K	Buy	+59	New	+$4.06K	﹤0.01%	2825
2020 Q2	–	Sell	-18	Closed	-$1K	–	1150
2020 Q1	$1K	Sell	18 -136	-88%	-$7.7K	﹤0.01%	2842
2019 Q4	$11K	Sell	154 -213	-58%	-$13.9K	﹤0.01%	2293
2019 Q3	$22K	Hold	367	–	–	﹤0.01%	1770
2019 Q2	$22K	Buy	367 +321	+698%	+$19.3K	﹤0.01%	1768
2019 Q1	$3K	Sell	46 -12	-21%	-$750	﹤0.01%	2218
2018 Q4	$4K	Hold	58	–	–	﹤0.01%	2082
2018 Q3	$5K	Sell	58 -38	-40%	-$3.28K	﹤0.01%	2038
2018 Q2	$9K	Buy	+96	New	+$7.85K	﹤0.01%	1812
2018 Q1	–	Sell	-68	Closed	-$4K	–	2587
2017 Q4	$4K	Hold	68	–	–	﹤0.01%	2162
2017 Q3	$4K	Hold	68	–	–	﹤0.01%	1942
2017 Q2	$4K	Buy	68 +44	+183%	+$2.26K	﹤0.01%	1868
2017 Q1	$1K	Buy	+24	New	+$1.11K	﹤0.01%	2056

Other funds holding EFOR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

Advisory Services Network's EFOR Position: Q1 2026 in Review

Advisory Services Network opened a new position in Everforth Inc (EFOR) in Q1 2026: 172 shares worth $6.66K. The stake represents ﹤0.01% of the portfolio and ranks #3744 among its holdings. This is a return to the name: Advisory Services Network previously reported a position in EFOR as recently as Q3 2025.

Advisory Services Network first reported a position in EFOR in Q1 2017 and has held it in 20 quarters since. The position peaked at $22K in Q3 2019. 249 funds tracked by Wall St. Rank hold EFOR as of Q1 2026.

Advisory Services Network held 172 shares of Everforth Inc worth $6.66K as of Q1 2026.
Everforth Inc was a new Advisory Services Network position in Q1 2026.
Everforth Inc made up ﹤0.01% of Advisory Services Network's portfolio in Q1 2026, its #3744 holding.
Advisory Services Network first reported a position in Everforth Inc in Q1 2017 and has held it in 20 quarters since.
Advisory Services Network's Everforth Inc position peaked at $22K in Q3 2019.
249 funds tracked by Wall St. Rank held Everforth Inc as of Q1 2026.

Based on Advisory Services Network's 13F filing for Q1 2026, filed 15 May 2026.