BJL
EFOR

Brighton Jones LLC’s Everforth Inc EFOR Stock Holding History

Brighton Jones LLC’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
Q1 		– Sell
-2,450
Closed -$204K – 706
2024
Q4 		$204K Sell
2,450
-16
-0.6% -$1.46K 0.01% 638
2024
Q3 		$230K Sell
2,466
-2,314
-48% -$215K 0.01% 500
2024
Q2 		$421K Buy
+4,780
New +$457K 0.01% 387

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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Brighton Jones LLC's EFOR Position: Q1 2025 in Review

Brighton Jones LLC sold out of Everforth Inc (EFOR) in Q1 2025, closing a stake of 2,450 shares — an estimated $204K sold.

Brighton Jones LLC first reported a position in EFOR in Q2 2024 and held it in 3 quarters. The position peaked at $421K in Q2 2024. 305 funds tracked by Wall St. Rank hold EFOR as of Q1 2025.

  • Brighton Jones LLC reported no remaining Everforth Inc position as of Q1 2025 after selling out during the quarter.
  • Brighton Jones LLC sold 2,450 Everforth Inc shares in Q1 2025, an estimated $204K.
  • Brighton Jones LLC first reported a position in Everforth Inc in Q2 2024 and held it in 3 quarters.
  • Brighton Jones LLC's Everforth Inc position peaked at $421K in Q2 2024.
  • 305 funds tracked by Wall St. Rank held Everforth Inc as of Q1 2025.

Based on Brighton Jones LLC's 13F filing for Q1 2025, filed 17 Apr 2025.