Essential Partners
EFOR icon

Essential Partners’s Everforth Inc EFOR Stock Holding History

Essential Partners’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
Q3 		$22.7K Buy
689
+649
+1,623% +$18.1K 0.01% 868
2026
Q2 		$715 Sell
40
-320
-89% -$7.82K ﹤0.01% 2380
2026
Q1 		$13.9K Sell
360
-263
-42% -$11.7K ﹤0.01% 1081
2025
Q4 		$30K Sell
623
-10
-2% -$461 0.01% 765
2025
Q3 		$30K Buy
633
+475
+301% +$24.2K 0.01% 754
2025
Q2 		$7.89K Buy
+158
New +$8.63K ﹤0.01% 912

Other funds holding EFOR

SummerHaven Investment Management
SummerHaven Investment Management Stamford, Connecticut $179M AUM 57.61% 1-Year Est. Return
Wedmont Private Capital
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
Norden Group
Norden Group Provo, Utah $1.33B AUM 30.5% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Thrive Wealth Management
Thrive Wealth Management Audubon, Pennsylvania $805M AUM 17.78% 1-Year Est. Return
NorthCrest Asset Manangement
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return

Essential Partners's EFOR Position: Q3 2026 in Review

Essential Partners increased its Everforth Inc (EFOR) stake by 1,623% in Q3 2026, buying an estimated $18.1K and bringing the position to 689 shares worth $22.7K. The position accounts for 0.01% of the portfolio, ranked #868.

Essential Partners first reported a position in EFOR in Q2 2025 and has held it in 6 quarters since. The position peaked at $30K in Q4 2025. 30 funds tracked by Wall St. Rank hold EFOR as of Q3 2026.

  • Essential Partners held 689 shares of Everforth Inc worth $22.7K as of Q3 2026.
  • Essential Partners bought 649 Everforth Inc shares in Q3 2026, an estimated $18.1K.
  • Everforth Inc made up 0.01% of Essential Partners's portfolio in Q3 2026, its #868 holding.
  • Essential Partners first reported a position in Everforth Inc in Q2 2025 and has held it in 6 quarters since.
  • Essential Partners's Everforth Inc position peaked at $30K in Q4 2025.
  • 30 funds tracked by Wall St. Rank held Everforth Inc as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.