BF
EFOR

BOK Financial’s Everforth Inc EFOR Stock Holding History

BOK Financial’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
-8
Closed -$504 – 1159
2025
Q1 		$504 Hold
8
– – ﹤0.01% 1223
2024
Q4 		$688 Buy
+8
New +$730 ﹤0.01% 1226
2017
Q1 		– Sell
-1,437
Closed -$63K – 895
2016
Q4 		$63K Sell
1,437
-19,231
-93% -$765K ﹤0.01% 862
2016
Q3 		$751K Buy
20,668
+17,634
+581% +$656K 0.02% 541
2016
Q2 		$112K Sell
3,034
-2,415
-44% -$88.9K ﹤0.01% 825
2016
Q1 		$201K Buy
5,449
+2,135
+64% +$75.4K 0.01% 777
2015
Q4 		$148K Sell
3,314
-661
-17% -$28.9K 0.01% 807
2015
Q3 		$147K Sell
3,975
-1,191
-23% -$45.2K 0.01% 795
2015
Q2 		$203K Sell
5,166
-101
-2% -$3.86K 0.01% 806
2015
Q1 		$202K Buy
+5,267
New +$192K 0.01% 780

Other funds holding EFOR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

BOK Financial's EFOR Position: Q2 2025 in Review

BOK Financial sold out of Everforth Inc (EFOR) in Q2 2025, closing a stake of 8 shares — an estimated $504 sold.

BOK Financial first reported a position in EFOR in Q1 2015 and held it in 10 quarters. The position peaked at $751K in Q3 2016. 287 funds tracked by Wall St. Rank hold EFOR as of Q2 2025.

  • BOK Financial reported no remaining Everforth Inc position as of Q2 2025 after selling out during the quarter.
  • BOK Financial sold 8 Everforth Inc shares in Q2 2025, an estimated $504.
  • BOK Financial first reported a position in Everforth Inc in Q1 2015 and held it in 10 quarters.
  • BOK Financial's Everforth Inc position peaked at $751K in Q3 2016.
  • 287 funds tracked by Wall St. Rank held Everforth Inc as of Q2 2025.

Based on BOK Financial's 13F filing for Q2 2025, filed 12 Aug 2025.