BHWM
EFOR

Bay Harbor Wealth Management’s Everforth Inc EFOR Stock Holding History

Bay Harbor Wealth Management’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
Q1 		– Sell
-1
Closed -$48 – 1301
2025
Q4 		$48 Hold
1
– – ﹤0.01% 1271
2025
Q3 		$47 Hold
1
– – ﹤0.01% 1244
2025
Q2 		$49 Hold
1
– – ﹤0.01% 1196
2025
Q1 		$63 Buy
+1
New +$77 ﹤0.01% 980

Other funds holding EFOR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

Bay Harbor Wealth Management's EFOR Position: Q1 2026 in Review

Bay Harbor Wealth Management sold out of Everforth Inc (EFOR) in Q1 2026, closing a stake of 1 share — an estimated $48 sold.

Bay Harbor Wealth Management first reported a position in EFOR in Q1 2025 and held it in 4 quarters. The position peaked at $63 in Q1 2025. 249 funds tracked by Wall St. Rank hold EFOR as of Q1 2026.

  • Bay Harbor Wealth Management reported no remaining Everforth Inc position as of Q1 2026 after selling out during the quarter.
  • Bay Harbor Wealth Management sold 1 Everforth Inc share in Q1 2026, an estimated $48.
  • Bay Harbor Wealth Management first reported a position in Everforth Inc in Q1 2025 and held it in 4 quarters.
  • Bay Harbor Wealth Management's Everforth Inc position peaked at $63 in Q1 2025.
  • 249 funds tracked by Wall St. Rank held Everforth Inc as of Q1 2026.

Based on Bay Harbor Wealth Management's 13F filing for Q1 2026, filed 14 Apr 2026.