AGF Management’s Everforth Inc EFOR Stock Holding History

AGF 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
2025 Q4	–	Sell	-62,469	Closed	-$2.96M	–	648
2025 Q3	$2.96M	Buy	62,469 +7,209	+13%	+$368K	0.01%	445
2025 Q2	$2.76M	Buy	+55,260	New	+$3.02M	0.01%	444
2025 Q1	–	Sell	-28,444	Closed	-$2.37M	–	662
2024 Q4	$2.37M	Sell	28,444 -4,048	-12%	-$370K	0.01%	445
2024 Q3	$3.03M	Buy	32,492 +7,527	+30%	+$698K	0.02%	443
2024 Q2	$2.2M	Buy	+24,965	New	+$2.39M	0.01%	455

Other funds holding EFOR

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

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

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

NAMI

Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM

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

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

AGF Management's EFOR Position: Q4 2025 in Review

AGF Management sold out of Everforth Inc (EFOR) in Q4 2025, closing a stake of 62,469 shares — an estimated $2.96M sold.

AGF Management first reported a position in EFOR in Q2 2024 and held it in 5 quarters. The position peaked at $3.03M in Q3 2024. 275 funds tracked by Wall St. Rank hold EFOR as of Q4 2025.

AGF Management reported no remaining Everforth Inc position as of Q4 2025 after selling out during the quarter.
AGF Management sold 62,469 Everforth Inc shares in Q4 2025, an estimated $2.96M.
AGF Management first reported a position in Everforth Inc in Q2 2024 and held it in 5 quarters.
AGF Management's Everforth Inc position peaked at $3.03M in Q3 2024.
275 funds tracked by Wall St. Rank held Everforth Inc as of Q4 2025.

Based on AGF Management's 13F filing for Q4 2025, filed 17 Feb 2026.