Bayforest Capital’s Everforth Inc EFOR Stock Holding History

Bayforest Capital’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 Q2	–	Sell	-6,124	Closed	-$386K	–	732
2025 Q1	$386K	Buy	6,124 +2,008	+49%	+$155K	0.17%	231
2024 Q4	$343K	Buy	+4,116	New	+$376K	0.43%	24

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Bayforest Capital's EFOR Position: Q2 2025 in Review

Bayforest Capital sold out of Everforth Inc (EFOR) in Q2 2025, closing a stake of 6,124 shares — an estimated $386K sold.

Bayforest Capital first reported a position in EFOR in Q4 2024 and held it in 2 quarters. The position peaked at $386K in Q1 2025. 287 funds tracked by Wall St. Rank hold EFOR as of Q2 2025.

Bayforest Capital reported no remaining Everforth Inc position as of Q2 2025 after selling out during the quarter.
Bayforest Capital sold 6,124 Everforth Inc shares in Q2 2025, an estimated $386K.
Bayforest Capital first reported a position in Everforth Inc in Q4 2024 and held it in 2 quarters.
Bayforest Capital's Everforth Inc position peaked at $386K in Q1 2025.
287 funds tracked by Wall St. Rank held Everforth Inc as of Q2 2025.

Based on Bayforest Capital's 13F filing for Q2 2025, filed 28 Jul 2025.