BFG
EFOR

Bleakley Financial Group’s Everforth Inc EFOR Stock Holding History

Bleakley Financial Group’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
Q2 		$1.6M Buy
+89,746
New +$2.19M 0.02% 533

Other funds holding EFOR

Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
NG
Norden Group Provo, Utah $1.22B AUM 36.64% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
DWM
Drive Wealth Management Lehi, Utah $561M AUM 33.14% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Bleakley Financial Group's EFOR Position: Q2 2026 in Review

Bleakley Financial Group opened a new position in Everforth Inc (EFOR) in Q2 2026: 89,746 shares worth $1.6M. The stake represents 0.02% of the portfolio and ranks #533 among its holdings.

67 funds tracked by Wall St. Rank hold EFOR as of Q2 2026.

  • Bleakley Financial Group held 89,746 shares of Everforth Inc worth $1.6M as of Q2 2026.
  • Everforth Inc was a new Bleakley Financial Group position in Q2 2026.
  • Everforth Inc made up 0.02% of Bleakley Financial Group's portfolio in Q2 2026, its #533 holding.
  • 67 funds tracked by Wall St. Rank held Everforth Inc as of Q2 2026.

Based on Bleakley Financial Group's 13F filing for Q2 2026, filed 5 Aug 2026.