Bare Financial Services
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Bare Financial Services’s Everforth Inc EFOR Stock Holding History

Bare Financial 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
2026
Q3 		$14.6K Buy
+443
New +$12.3K ﹤0.01% 438
2026
Q1 		– Sell
-42
Closed -$2.02K – 1741
2025
Q4 		$2.02K Buy
42
+33
+367% +$1.52K ﹤0.01% 864
2025
Q3 		$426 Buy
+9
New +$459 ﹤0.01% 1360

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New South Capital Management
New South Capital Management Memphis, Tennessee $1.53B AUM 36.31% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
Royce & Associates
Royce & Associates New York $11B AUM 39.4% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.8B AUM 32.97% 1-Year Est. Return
Exchange Traded Concepts
Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return

Bare Financial Services's EFOR Position: Q3 2026 in Review

Bare Financial Services opened a new position in Everforth Inc (EFOR) in Q3 2026: 443 shares worth $14.6K. The stake represents ﹤0.01% of the portfolio and ranks #438 among its holdings. This is a return to the name: Bare Financial Services previously reported a position in EFOR as recently as Q4 2025.

Bare Financial Services first reported a position in EFOR in Q3 2025 and has held it in 3 quarters since. 131 funds tracked by Wall St. Rank hold EFOR as of Q3 2026.

  • Bare Financial Services held 443 shares of Everforth Inc worth $14.6K as of Q3 2026.
  • Everforth Inc was a new Bare Financial Services position in Q3 2026.
  • Everforth Inc made up ﹤0.01% of Bare Financial Services's portfolio in Q3 2026, its #438 holding.
  • Bare Financial Services first reported a position in Everforth Inc in Q3 2025 and has held it in 3 quarters since.
  • 131 funds tracked by Wall St. Rank held Everforth Inc as of Q3 2026.

Based on Bare Financial Services's 13F filing for Q3 2026, filed 4 Nov 2026.