Capital Advisors Ltd’s Everforth Inc EFOR Stock Holding History

Capital Advisors Ltd’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	-4	Closed	–	–	1334
2025 Q1	$0	Buy	+4	New	+$308	﹤0.01%	1327
2022 Q4	–	Sell	-5	Closed	–	–	1207
2022 Q3	$0	Buy	+5	New	+$485	﹤0.01%	1230

Other funds holding EFOR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

Capital Advisors Ltd's EFOR Position: Q2 2025 in Review

Capital Advisors Ltd sold out of Everforth Inc (EFOR) in Q2 2025, closing a stake of 4 shares.

Capital Advisors Ltd first reported a position in EFOR in Q3 2022 and held it in 2 quarters. The position peaked at $0 in Q1 2025. 287 funds tracked by Wall St. Rank hold EFOR as of Q2 2025.

Capital Advisors Ltd reported no remaining Everforth Inc position as of Q2 2025 after selling out during the quarter.
Capital Advisors Ltd sold 4 Everforth Inc shares in Q2 2025.
Capital Advisors Ltd first reported a position in Everforth Inc in Q3 2022 and held it in 2 quarters.
Capital Advisors Ltd's Everforth Inc position peaked at $0 in Q1 2025.
287 funds tracked by Wall St. Rank held Everforth Inc as of Q2 2025.

Based on Capital Advisors Ltd's 13F filing for Q2 2025, filed 24 Jul 2025.