AWM
EFOR

AE Wealth Management’s Everforth Inc EFOR Stock Holding History

AE Wealth 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 		$1.18M Buy
+66,161
New +$1.62M 0.01% 848

Other funds holding EFOR

Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
NG
Norden Group Provo, Utah $1.22B AUM 36.64% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 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

AE Wealth Management's EFOR Position: Q2 2026 in Review

AE Wealth Management opened a new position in Everforth Inc (EFOR) in Q2 2026: 66,161 shares worth $1.18M. The stake represents 0.01% of the portfolio and ranks #848 among its holdings.

59 funds tracked by Wall St. Rank hold EFOR as of Q2 2026.

  • AE Wealth Management held 66,161 shares of Everforth Inc worth $1.18M as of Q2 2026.
  • Everforth Inc was a new AE Wealth Management position in Q2 2026.
  • Everforth Inc made up 0.01% of AE Wealth Management's portfolio in Q2 2026, its #848 holding.
  • 59 funds tracked by Wall St. Rank held Everforth Inc as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.