Byrne Asset Management’s Everforth Inc EFOR Stock Holding History

Byrne Asset Management’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	–	Sell	-25	Closed	-$968	–	592
2026 Q1	$968	Hold	25	–	–	﹤0.01%	540
2025 Q4	$1.2K	Hold	25	–	–	﹤0.01%	528
2025 Q3	$1.18K	Hold	25	–	–	﹤0.01%	532
2025 Q2	$1.25K	Hold	25	–	–	﹤0.01%	518
2025 Q1	$1.58K	Hold	25	–	–	﹤0.01%	528
2024 Q4	$2.08K	Hold	25	–	–	﹤0.01%	505
2024 Q3	$2.33K	Hold	25	–	–	﹤0.01%	498
2024 Q2	$2.2K	Hold	25	–	–	﹤0.01%	499
2024 Q1	$2.62K	Hold	25	–	–	﹤0.01%	483
2023 Q4	$2.41K	Hold	25	–	–	﹤0.01%	484
2023 Q3	$2K	Hold	25	–	–	﹤0.01%	466
2023 Q2	$2K	Hold	25	–	–	﹤0.01%	533
2023 Q1	$2K	Hold	25	–	–	﹤0.01%	540
2022 Q4	$2.04K	Hold	25	–	–	﹤0.01%	491
2022 Q3	$2K	Hold	25	–	–	﹤0.01%	463
2022 Q2	$2K	Hold	25	–	–	﹤0.01%	482
2022 Q1	$3K	Hold	25	–	–	﹤0.01%	478
2021 Q4	$3K	Buy	+25	New	+$3.06K	﹤0.01%	482

Other funds holding EFOR

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

WPC

Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

AWP

Abacus Wealth Partners Santa Monica, California $952M AUM 22.68% 1-Year Est. Return

Byrne Asset Management's EFOR Position: Q2 2026 in Review

Byrne Asset Management sold out of Everforth Inc (EFOR) in Q2 2026, closing a stake of 25 shares — an estimated $968 sold.

Byrne Asset Management first reported a position in EFOR in Q4 2021 and held it in 18 quarters. The position peaked at $3K in Q1 2022. 36 funds tracked by Wall St. Rank hold EFOR as of Q2 2026.

Byrne Asset Management reported no remaining Everforth Inc position as of Q2 2026 after selling out during the quarter.
Byrne Asset Management sold 25 Everforth Inc shares in Q2 2026, an estimated $968.
Byrne Asset Management first reported a position in Everforth Inc in Q4 2021 and held it in 18 quarters.
Byrne Asset Management's Everforth Inc position peaked at $3K in Q1 2022.
36 funds tracked by Wall St. Rank held Everforth Inc as of Q2 2026.

Based on Byrne Asset Management's 13F filing for Q2 2026, filed 7 Jul 2026.