Creative Planning
EFOR

Creative Planning’s Everforth Inc EFOR Stock Holding History

Creative Planning’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
Q1 		$1.77M Sell
45,601
-5,751
-11% -$256K ﹤0.01% 2001
2025
Q4 		$2.47M Buy
51,352
+27,215
+113% +$1.25M ﹤0.01% 1554
2025
Q3 		$1.14M Buy
24,137
+14,694
+156% +$750K ﹤0.01% 1993
2025
Q2 		$471K Sell
9,443
-7,584
-45% -$414K ﹤0.01% 2514
2025
Q1 		$1.07M Buy
17,027
+9,705
+133% +$747K ﹤0.01% 1662
2024
Q4 		$610K Sell
7,322
-945
-11% -$86.3K ﹤0.01% 2050
2024
Q3 		$771K Sell
8,267
-20
-0.2% -$1.86K ﹤0.01% 1734
2024
Q2 		$731K Sell
8,287
-2,441
-23% -$233K ﹤0.01% 1642
2024
Q1 		$1.12M Buy
10,728
+2,769
+35% +$268K ﹤0.01% 1263
2023
Q4 		$765K Buy
7,959
+2,716
+52% +$237K ﹤0.01% 1409
2023
Q3 		$428K Buy
5,243
+1,845
+54% +$147K ﹤0.01% 1658
2023
Q2 		$257K Buy
+3,398
New +$244K ﹤0.01% 2031
2017
Q3 		– Sell
-250
Closed -$14K – 1999
2017
Q2 		$14K Buy
250
+104
+71% +$5.34K ﹤0.01% 3400
2017
Q1 		$7K Hold
146
– – ﹤0.01% 3777
2016
Q4 		$6K Sell
146
-20
-12% -$795 ﹤0.01% 3824
2016
Q3 		$6K Buy
166
+9
+6% +$335 ﹤0.01% 3782
2016
Q2 		$6K Buy
157
+65
+71% +$2.39K ﹤0.01% 3522
2016
Q1 		$3K Buy
92
+70
+318% +$2.47K ﹤0.01% 3783
2015
Q4 		$1K Sell
22
-178
-89% -$7.78K ﹤0.01% 4176
2015
Q3 		$7K Buy
+200
New +$7.6K ﹤0.01% 3413
2014
Q4 		– Sell
-500
Closed -$13K – 4143
2014
Q3 		$13K Buy
+500
New +$15.5K ﹤0.01% 2782

Other funds holding EFOR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

Creative Planning's EFOR Position: Q1 2026 in Review

Creative Planning reduced its Everforth Inc (EFOR) stake by 11% in Q1 2026, selling an estimated $256K and leaving 45,601 shares worth $1.77M. The position accounts for ﹤0.01% of the portfolio, ranked #2001.

Creative Planning first reported a position in EFOR in Q3 2014 and has held it in 21 quarters since. The position peaked at $2.47M in Q4 2025. 249 funds tracked by Wall St. Rank hold EFOR as of Q1 2026.

  • Creative Planning held 45,601 shares of Everforth Inc worth $1.77M as of Q1 2026.
  • Creative Planning sold 5,751 Everforth Inc shares in Q1 2026, an estimated $256K.
  • Everforth Inc made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #2001 holding.
  • Creative Planning first reported a position in Everforth Inc in Q3 2014 and has held it in 21 quarters since.
  • Creative Planning's Everforth Inc position peaked at $2.47M in Q4 2025.
  • 249 funds tracked by Wall St. Rank held Everforth Inc as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.