AssetMark Inc’s Everforth Inc EFOR Stock Holding History

AssetMark Inc’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	-2	Closed	-$95	–	3375
2025 Q3	$95	Sell	2 -4	-67%	-$204	﹤0.01%	3125
2025 Q2	$300	Buy	6 +2	+50%	+$109	﹤0.01%	2820
2025 Q1	$252	Sell	4 -5	-56%	-$385	﹤0.01%	2509
2024 Q4	$750	Buy	+9	New	+$822	﹤0.01%	2306
2021 Q2	–	Sell	-35	Closed	-$3K	–	1317
2021 Q1	$3K	Buy	35 +3	+9%	+$277	﹤0.01%	1088
2020 Q4	$3K	Hold	32	–	–	﹤0.01%	1099
2020 Q3	$2K	Sell	32 -4	-11%	-$275	﹤0.01%	1094
2020 Q2	$2K	Buy	36 +11	+44%	+$584	﹤0.01%	1067
2020 Q1	$1K	Buy	+25	New	+$1.42K	﹤0.01%	1239
2018 Q1	–	Sell	-15	Closed	-$1K	–	1439
2017 Q4	$1K	Buy	+15	New	+$908	﹤0.01%	1549
2016 Q1	–	Sell	-29	Closed	-$1K	–	1177
2015 Q4	$1K	Buy	+29	New	+$1.27K	﹤0.01%	1167

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

AssetMark Inc's EFOR Position: Q4 2025 in Review

AssetMark Inc sold out of Everforth Inc (EFOR) in Q4 2025, closing a stake of 2 shares — an estimated $95 sold.

AssetMark Inc first reported a position in EFOR in Q4 2015 and held it in 11 quarters. The position peaked at $3K in Q1 2021. 275 funds tracked by Wall St. Rank hold EFOR as of Q4 2025.

AssetMark Inc reported no remaining Everforth Inc position as of Q4 2025 after selling out during the quarter.
AssetMark Inc sold 2 Everforth Inc shares in Q4 2025, an estimated $95.
AssetMark Inc first reported a position in Everforth Inc in Q4 2015 and held it in 11 quarters.
AssetMark Inc's Everforth Inc position peaked at $3K in Q1 2021.
275 funds tracked by Wall St. Rank held Everforth Inc as of Q4 2025.

Based on AssetMark Inc's 13F filing for Q4 2025, filed 23 Jan 2026.