ASN
EFOR

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
Q2 		– Sell
-172
Closed -$6.66K – 2314
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Advisory Services Network's EFOR Position: Q2 2026 in Review

Advisory Services Network sold out of Everforth Inc (EFOR) in Q2 2026, closing a stake of 172 shares — an estimated $6.66K sold.

Advisory Services Network first reported a position in EFOR in Q1 2017 and held it in 20 quarters. The position peaked at $22K in Q3 2019. 247 funds tracked by Wall St. Rank hold EFOR as of Q2 2026.

  • Advisory Services Network reported no remaining Everforth Inc position as of Q2 2026 after selling out during the quarter.
  • Advisory Services Network sold 172 Everforth Inc shares in Q2 2026, an estimated $6.66K.
  • Advisory Services Network first reported a position in Everforth Inc in Q1 2017 and held it in 20 quarters.
  • Advisory Services Network's Everforth Inc position peaked at $22K in Q3 2019.
  • 247 funds tracked by Wall St. Rank held Everforth Inc as of Q2 2026.

Based on Advisory Services Network's 13F filing for Q2 2026, filed 12 Aug 2026.