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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

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

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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

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

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

Allworth Financial's EFOR Position: Q1 2026 in Review

Allworth Financial increased its Everforth Inc (EFOR) stake by 95% in Q1 2026, buying an estimated $17.7K and bringing the position to 813 shares worth $31.5K. The position accounts for ﹤0.01% of the portfolio, ranked #2667.

Allworth Financial first reported a position in EFOR in Q1 2022 and has held it in 16 quarters since. 249 funds tracked by Wall St. Rank hold EFOR as of Q1 2026.

Allworth Financial held 813 shares of Everforth Inc worth $31.5K as of Q1 2026.
Allworth Financial bought 397 Everforth Inc shares in Q1 2026, an estimated $17.7K.
Everforth Inc made up ﹤0.01% of Allworth Financial's portfolio in Q1 2026, its #2667 holding.
Allworth Financial first reported a position in Everforth Inc in Q1 2022 and has held it in 16 quarters since.
249 funds tracked by Wall St. Rank held Everforth Inc as of Q1 2026.

Based on Allworth Financial's 13F filing for Q1 2026, filed 15 May 2026.