Bell Investment Advisors’s Everforth Inc EFOR Stock Holding History

Bell Investment Advisors’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	$1.2K	Hold	31	–	–	﹤0.01%	1502
2025 Q4	$1.49K	Buy	31 +21	+210%	+$968	﹤0.01%	1436
2025 Q3	$474	Buy	+10	New	+$510	﹤0.01%	1783
2025 Q2	–	Sell	-18	Closed	-$1.14K	–	1888
2025 Q1	$1.14K	Buy	+18	New	+$1.39K	﹤0.01%	1511
2024 Q4	–	Sell	-31	Closed	-$2.89K	–	1905
2024 Q3	$2.89K	Buy	31 +6	+24%	+$557	﹤0.01%	1199
2024 Q2	$2.21K	Hold	25	–	–	﹤0.01%	1314
2024 Q1	$2.62K	Hold	25	–	–	﹤0.01%	1224
2023 Q4	$2.4K	Buy	25 +6	+32%	+$524	﹤0.01%	1247
2023 Q3	$1.55K	Buy	+19	New	+$1.51K	﹤0.01%	1393
2023 Q2	–	Sell	-6	Closed	-$497	–	1920
2023 Q1	$497	Sell	6 -6	-50%	-$520	﹤0.01%	1832
2022 Q4	$978	Buy	12 +1	+9%	+$88	﹤0.01%	1605
2022 Q3	$1K	Buy	11 +5	+83%	+$485	﹤0.01%	1308
2022 Q2	$1K	Buy	+6	New	+$615	﹤0.01%	1325

Other funds holding EFOR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return

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

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

Bell Investment Advisors's EFOR Position: Q1 2026 in Review

Bell Investment Advisors held its Everforth Inc (EFOR) position steady in Q1 2026 at 31 shares worth $1.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1502.

Bell Investment Advisors first reported a position in EFOR in Q2 2022 and has held it in 13 quarters since. The position peaked at $2.89K in Q3 2024. 249 funds tracked by Wall St. Rank hold EFOR as of Q1 2026.

Bell Investment Advisors held 31 shares of Everforth Inc worth $1.2K as of Q1 2026.
Bell Investment Advisors left its Everforth Inc share count unchanged in Q1 2026.
Everforth Inc made up ﹤0.01% of Bell Investment Advisors's portfolio in Q1 2026, its #1502 holding.
Bell Investment Advisors first reported a position in Everforth Inc in Q2 2022 and has held it in 13 quarters since.
Bell Investment Advisors's Everforth Inc position peaked at $2.89K in Q3 2024.
249 funds tracked by Wall St. Rank held Everforth Inc as of Q1 2026.

Based on Bell Investment Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.