Allworth Financial
EFOR icon

Allworth Financial’s Everforth Inc EFOR Stock Holding History

Allworth Financial’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 		$26.6K Buy
1,490
+677
+83% +$16.5K ﹤0.01% 2968
2026
Q1 		$31.5K Buy
813
+397
+95% +$17.7K ﹤0.01% 2667
2025
Q4 		$20K Buy
416
+172
+70% +$7.93K ﹤0.01% 2830
2025
Q3 		$11.6K Sell
244
-221
-48% -$11.3K ﹤0.01% 3054
2025
Q2 		$23.2K Buy
465
+433
+1,353% +$23.7K ﹤0.01% 2426
2025
Q1 		$1.66K Buy
32
+27
+540% +$2.08K ﹤0.01% 3277
2024
Q4 		$459 Hold
5
– – ﹤0.01% 3622
2024
Q3 		$467 Hold
5
– – ﹤0.01% 3438
2024
Q2 		$514 Hold
5
– – ﹤0.01% 3369
2024
Q1 		$524 Sell
5
-5
-50% -$483 ﹤0.01% 3278
2023
Q4 		$962 Buy
10
+5
+100% +$437 ﹤0.01% 2956
2023
Q3 		$409 Hold
5
– – ﹤0.01% 3087
2023
Q2 		$379 Buy
+5
New +$359 ﹤0.01% 2950
2023
Q1 		– Sell
-2
Closed -$163 – 3192
2022
Q4 		$163 Sell
2
-1
-33% -$88 ﹤0.01% 2833
2022
Q3 		$0 Buy
3
+1
+50% +$97 ﹤0.01% 2647
2022
Q2 		$0 Hold
2
– – ﹤0.01% 2379
2022
Q1 		$0 Buy
+2
New +$227 ﹤0.01% 2100

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 $3.38T AUM 44.17% 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

Allworth Financial's EFOR Position: Q2 2026 in Review

Allworth Financial increased its Everforth Inc (EFOR) stake by 83% in Q2 2026, buying an estimated $16.5K and bringing the position to 1,490 shares worth $26.6K. The position accounts for ﹤0.01% of the portfolio, ranked #2968.

Allworth Financial first reported a position in EFOR in Q1 2022 and has held it in 17 quarters since. The position peaked at $31.5K in Q1 2026. 247 funds tracked by Wall St. Rank hold EFOR as of Q2 2026.

  • Allworth Financial held 1,490 shares of Everforth Inc worth $26.6K as of Q2 2026.
  • Allworth Financial bought 677 Everforth Inc shares in Q2 2026, an estimated $16.5K.
  • Everforth Inc made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #2968 holding.
  • Allworth Financial first reported a position in Everforth Inc in Q1 2022 and has held it in 17 quarters since.
  • Allworth Financial's Everforth Inc position peaked at $31.5K in Q1 2026.
  • 247 funds tracked by Wall St. Rank held Everforth Inc as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.