Commonwealth Equity Services
EFOR

Commonwealth Equity Services’s Everforth Inc EFOR Stock Holding History

Commonwealth Equity Services’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 		$788K Buy
+44,101
New +$1.08M ﹤0.01% 2911
2014
Q1 		– Sell
-8,793
Closed -$307K – 1997
2013
Q4 		$307K Sell
8,793
-238
-3% -$7.93K ﹤0.01% 1428
2013
Q3 		$298K Sell
9,031
-376
-4% -$11.7K ﹤0.01% 1373
2013
Q2 		$251K Buy
+9,407
New +$237K ﹤0.01% 1423

Other funds holding EFOR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Commonwealth Equity Services's EFOR Position: Q2 2026 in Review

Commonwealth Equity Services opened a new position in Everforth Inc (EFOR) in Q2 2026: 44,101 shares worth $788K. The stake represents ﹤0.01% of the portfolio and ranks #2911 among its holdings. This is a return to the name: Commonwealth Equity Services previously reported a position in EFOR as recently as Q4 2013.

Commonwealth Equity Services first reported a position in EFOR in Q2 2013 and has held it in 4 quarters since. 248 funds tracked by Wall St. Rank hold EFOR as of Q2 2026.

  • Commonwealth Equity Services held 44,101 shares of Everforth Inc worth $788K as of Q2 2026.
  • Everforth Inc was a new Commonwealth Equity Services position in Q2 2026.
  • Everforth Inc made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q2 2026, its #2911 holding.
  • Commonwealth Equity Services first reported a position in Everforth Inc in Q2 2013 and has held it in 4 quarters since.
  • 248 funds tracked by Wall St. Rank held Everforth Inc as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.