Bank of Nova Scotia’s Everforth Inc EFOR Stock Holding History

Bank of Nova Scotia’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	-7,685	Closed	-$364K	–	1109
2025 Q3	$364K	Buy	7,685 +648	+9%	+$33.1K	﹤0.01%	938
2025 Q2	$351K	Buy	+7,037	New	+$384K	﹤0.01%	917
2025 Q1	–	Sell	-4,067	Closed	-$339K	–	1046
2024 Q4	$339K	Buy	4,067 +56	+1%	+$5.11K	﹤0.01%	902
2024 Q3	$374K	Buy	4,011 +149	+4%	+$13.8K	﹤0.01%	890
2024 Q2	$341K	Buy	+3,862	New	+$369K	﹤0.01%	903

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

Bank of Nova Scotia's EFOR Position: Q4 2025 in Review

Bank of Nova Scotia sold out of Everforth Inc (EFOR) in Q4 2025, closing a stake of 7,685 shares — an estimated $364K sold.

Bank of Nova Scotia first reported a position in EFOR in Q2 2024 and held it in 5 quarters. The position peaked at $374K in Q3 2024. 275 funds tracked by Wall St. Rank hold EFOR as of Q4 2025.

Bank of Nova Scotia reported no remaining Everforth Inc position as of Q4 2025 after selling out during the quarter.
Bank of Nova Scotia sold 7,685 Everforth Inc shares in Q4 2025, an estimated $364K.
Bank of Nova Scotia first reported a position in Everforth Inc in Q2 2024 and held it in 5 quarters.
Bank of Nova Scotia's Everforth Inc position peaked at $374K in Q3 2024.
275 funds tracked by Wall St. Rank held Everforth Inc as of Q4 2025.

Based on Bank of Nova Scotia's 13F filing for Q4 2025, filed 13 Feb 2026.