AW
EFOR

Avion Wealth’s Everforth Inc EFOR Stock Holding History

Avion Wealth’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
-10
Closed – – 1217
2025
Q3 		$0 Buy
+10
New +$510 ﹤0.01% 1185
2025
Q2 		– Sell
-7
Closed – – 1146
2025
Q1 		$0 Buy
+7
New +$539 ﹤0.01% 1005
2024
Q4 		– Sell
-7
Closed – – 993
2024
Q3 		$0 Hold
7
– – ﹤0.01% 984
2024
Q2 		$0 Hold
7
– – ﹤0.01% 898
2024
Q1 		$1K Hold
7
– – ﹤0.01% 842
2023
Q4 		$1K Hold
7
– – ﹤0.01% 678
2023
Q3 		$0 Hold
7
– – ﹤0.01% 803
2023
Q2 		$0 Buy
+7
New +$503 ﹤0.01% 709

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

Avion Wealth's EFOR Position: Q4 2025 in Review

Avion Wealth sold out of Everforth Inc (EFOR) in Q4 2025, closing a stake of 10 shares.

Avion Wealth first reported a position in EFOR in Q2 2023 and held it in 8 quarters. The position peaked at $1K in Q1 2024. 275 funds tracked by Wall St. Rank hold EFOR as of Q4 2025.

  • Avion Wealth reported no remaining Everforth Inc position as of Q4 2025 after selling out during the quarter.
  • Avion Wealth sold 10 Everforth Inc shares in Q4 2025.
  • Avion Wealth first reported a position in Everforth Inc in Q2 2023 and held it in 8 quarters.
  • Avion Wealth's Everforth Inc position peaked at $1K in Q1 2024.
  • 275 funds tracked by Wall St. Rank held Everforth Inc as of Q4 2025.

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