BF
EFOR

Brucke Financial’s Everforth Inc EFOR Stock Holding History

Brucke 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
Q3 		– Sell
-4,041
Closed -$202K – 163
2025
Q2 		$202K Sell
4,041
-101
-2% -$5.52K 0.14% 139
2025
Q1 		$209K Sell
4,142
-247
-6% -$19K 0.18% 128
2024
Q4 		$387K Buy
+4,389
New +$401K 0.33% 81

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Brucke Financial's EFOR Position: Q3 2025 in Review

Brucke Financial sold out of Everforth Inc (EFOR) in Q3 2025, closing a stake of 4,041 shares — an estimated $202K sold.

Brucke Financial first reported a position in EFOR in Q4 2024 and held it in 3 quarters. The position peaked at $387K in Q4 2024. 298 funds tracked by Wall St. Rank hold EFOR as of Q3 2025.

  • Brucke Financial reported no remaining Everforth Inc position as of Q3 2025 after selling out during the quarter.
  • Brucke Financial sold 4,041 Everforth Inc shares in Q3 2025, an estimated $202K.
  • Brucke Financial first reported a position in Everforth Inc in Q4 2024 and held it in 3 quarters.
  • Brucke Financial's Everforth Inc position peaked at $387K in Q4 2024.
  • 298 funds tracked by Wall St. Rank held Everforth Inc as of Q3 2025.

Based on Brucke Financial's 13F filing for Q3 2025, filed 12 Nov 2025.