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
2026 Q3	$7.7K	Buy	+234	New	+$6.52K	﹤0.01%	2611
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

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

New South Capital Management Memphis, Tennessee $1.53B AUM 36.31% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return

Tweedy, Browne Co Stamford, Connecticut $1.23B AUM 16.54% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

AssetMark Inc's EFOR Position: Q3 2026 in Review

AssetMark Inc opened a new position in Everforth Inc (EFOR) in Q3 2026: 234 shares worth $7.7K. The stake represents ﹤0.01% of the portfolio and ranks #2611 among its holdings. This is a return to the name: AssetMark Inc previously reported a position in EFOR as recently as Q3 2025.

AssetMark Inc first reported a position in EFOR in Q4 2015 and has held it in 12 quarters since. 116 funds tracked by Wall St. Rank hold EFOR as of Q3 2026.

AssetMark Inc held 234 shares of Everforth Inc worth $7.7K as of Q3 2026.
Everforth Inc was a new AssetMark Inc position in Q3 2026.
Everforth Inc made up ﹤0.01% of AssetMark Inc's portfolio in Q3 2026, its #2611 holding.
AssetMark Inc first reported a position in Everforth Inc in Q4 2015 and has held it in 12 quarters since.
116 funds tracked by Wall St. Rank held Everforth Inc as of Q3 2026.

Based on AssetMark Inc's 13F filing for Q3 2026, filed 21 Oct 2026.