Drive Wealth Management’s Everforth Inc EFOR Stock Holding History

Drive Wealth 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	$835K	Buy	+46,727	New	+$1.14M	0.15%	120

Other funds holding EFOR

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

Wealth Enhancement Advisory Services

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

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

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

Robeco Institutional Asset Management

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

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

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

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

SummerHaven Investment Management Stamford, Connecticut $187M AUM 70.61% 1-Year Est. Return

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

Drive Wealth Management's EFOR Position: Q2 2026 in Review

Drive Wealth Management opened a new position in Everforth Inc (EFOR) in Q2 2026: 46,727 shares worth $835K. The stake represents 0.15% of the portfolio and ranks #120 among its holdings.

29 funds tracked by Wall St. Rank hold EFOR as of Q2 2026.

Drive Wealth Management held 46,727 shares of Everforth Inc worth $835K as of Q2 2026.
Everforth Inc was a new Drive Wealth Management position in Q2 2026.
Everforth Inc made up 0.15% of Drive Wealth Management's portfolio in Q2 2026, its #120 holding.
29 funds tracked by Wall St. Rank held Everforth Inc as of Q2 2026.

Based on Drive Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.