CIBC Private Wealth Group
EFOR

CIBC Private Wealth Group’s Everforth Inc EFOR Stock Holding History

CIBC Private Wealth Group’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
Q4 		$43.3K Buy
898
+185
+26% +$8.53K ﹤0.01% 1847
2025
Q3 		$33.8K Sell
713
-55
-7% -$2.81K ﹤0.01% 1967
2025
Q2 		$38.3K Sell
768
-18
-2% -$983 ﹤0.01% 1764
2025
Q1 		$44.7K Buy
786
+18
+2% +$1.39K ﹤0.01% 1667
2024
Q4 		$66.8K Sell
768
-1,040
-58% -$95K ﹤0.01% 1571
2024
Q3 		$169K Sell
1,808
-187
-9% -$17.4K ﹤0.01% 1276
2024
Q2 		$174K Buy
1,995
+16
+0.8% +$1.53K ﹤0.01% 1163
2024
Q1 		$202K Buy
+1,979
New +$191K ﹤0.01% 1117
2022
Q2 		– Sell
-2,104
Closed -$246K – 1195
2022
Q1 		$246K Sell
2,104
-125
-6% -$14.2K ﹤0.01% 905
2021
Q4 		$275K Sell
2,229
-145
-6% -$17.7K ﹤0.01% 900
2021
Q3 		$269K Sell
2,374
-635
-21% -$66.8K ﹤0.01% 843
2021
Q2 		$292K Sell
3,009
-153
-5% -$15.6K ﹤0.01% 898
2021
Q1 		$302K Sell
3,162
-5,896
-65% -$545K ﹤0.01% 900
2020
Q4 		$757K Sell
9,058
-2,030
-18% -$156K ﹤0.01% 687
2020
Q3 		$705K Buy
+11,088
New +$763K ﹤0.01% 625
2020
Q2 		– Sell
-14,933
Closed -$527K – 603
2020
Q1 		$527K Sell
14,933
-4,201
-22% -$238K ﹤0.01% 616
2019
Q4 		$1.36M Sell
19,134
-271
-1% -$17.7K ﹤0.01% 526
2019
Q3 		$1.22M Sell
19,405
-2,053
-10% -$127K ﹤0.01% 539
2019
Q2 		$1.3M Sell
21,458
-1,655
-7% -$99.4K ﹤0.01% 528
2019
Q1 		$1.47M Buy
23,113
+510
+2% +$31.9K 0.01% 521
2018
Q4 		$1.23M Sell
22,603
-1,230
-5% -$80.2K 0.01% 528
2018
Q3 		$1.88M Buy
23,833
+73
+0.3% +$6.3K 0.01% 518
2018
Q2 		$1.86M Buy
+23,760
New +$1.94M 0.01% 517
2018
Q1 		– Sell
-26,470
Closed -$1.7M – 1932
2017
Q4 		$1.7M Buy
26,470
+405
+2% +$24.5K 0.01% 556
2017
Q3 		$1.4M Buy
+26,065
New +$1.3M 0.01% 557

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM
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

CIBC Private Wealth Group's EFOR Position: Q4 2025 in Review

CIBC Private Wealth Group increased its Everforth Inc (EFOR) stake by 26% in Q4 2025, buying an estimated $8.53K and bringing the position to 898 shares worth $43.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1847.

CIBC Private Wealth Group first reported a position in EFOR in Q3 2017 and has held it in 25 quarters since. The position peaked at $1.88M in Q3 2018. 275 funds tracked by Wall St. Rank hold EFOR as of Q4 2025.

  • CIBC Private Wealth Group held 898 shares of Everforth Inc worth $43.3K as of Q4 2025.
  • CIBC Private Wealth Group bought 185 Everforth Inc shares in Q4 2025, an estimated $8.53K.
  • Everforth Inc made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #1847 holding.
  • CIBC Private Wealth Group first reported a position in Everforth Inc in Q3 2017 and has held it in 25 quarters since.
  • CIBC Private Wealth Group's Everforth Inc position peaked at $1.88M in Q3 2018.
  • 275 funds tracked by Wall St. Rank held Everforth Inc as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.