AAS
EFOR

Ameritas Advisory Services’s Everforth Inc EFOR Stock Holding History

Ameritas Advisory Services’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
-173
Closed -$8.21K – 997
2025
Q3 		$8.21K Hold
173
– – ﹤0.01% 1721
2025
Q2 		$8.66K Buy
+173
New +$9.45K ﹤0.01% 2069
2023
Q2 		– Sell
-520
Closed -$43K – 665
2023
Q1 		$43K Buy
+520
New +$45.1K ﹤0.01% 1317

Other funds holding EFOR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

Ameritas Advisory Services's EFOR Position: Q4 2025 in Review

Ameritas Advisory Services sold out of Everforth Inc (EFOR) in Q4 2025, closing a stake of 173 shares — an estimated $8.21K sold.

Ameritas Advisory Services first reported a position in EFOR in Q1 2023 and held it in 3 quarters. The position peaked at $43K in Q1 2023. 275 funds tracked by Wall St. Rank hold EFOR as of Q4 2025.

  • Ameritas Advisory Services reported no remaining Everforth Inc position as of Q4 2025 after selling out during the quarter.
  • Ameritas Advisory Services sold 173 Everforth Inc shares in Q4 2025, an estimated $8.21K.
  • Ameritas Advisory Services first reported a position in Everforth Inc in Q1 2023 and held it in 3 quarters.
  • Ameritas Advisory Services's Everforth Inc position peaked at $43K in Q1 2023.
  • 275 funds tracked by Wall St. Rank held Everforth Inc as of Q4 2025.

Based on Ameritas Advisory Services's 13F filing for Q4 2025, filed 4 Feb 2026.