Allen Capital Group’s Everforth Inc EFOR Stock Holding History

Allen Capital Group’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	$390K	Buy	+21,830	New	+$533K	0.03%	227

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) 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 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 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

AWP

Abacus Wealth Partners Santa Monica, California $952M AUM 22.68% 1-Year Est. Return

Allen Capital Group's EFOR Position: Q2 2026 in Review

Allen Capital Group opened a new position in Everforth Inc (EFOR) in Q2 2026: 21,830 shares worth $390K. The stake represents 0.03% of the portfolio and ranks #227 among its holdings.

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

Allen Capital Group held 21,830 shares of Everforth Inc worth $390K as of Q2 2026.
Everforth Inc was a new Allen Capital Group position in Q2 2026.
Everforth Inc made up 0.03% of Allen Capital Group's portfolio in Q2 2026, its #227 holding.
40 funds tracked by Wall St. Rank held Everforth Inc as of Q2 2026.

Based on Allen Capital Group's 13F filing for Q2 2026, filed 27 Jul 2026.