FMII
EFOR

Farmers & Merchants Investments Inc’s Everforth Inc EFOR Stock Holding History

Farmers & Merchants Investments Inc’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 		$357 Sell
20
-20
-50% -$489 ﹤0.01% 1726
2026
Q1 		$1.55K Hold
40
– – ﹤0.01% 1330
2025
Q4 		$1.93K Hold
40
– – ﹤0.01% 1243
2025
Q3 		$1.89K Buy
40
+4
+11% +$204 ﹤0.01% 1269
2025
Q2 		$1.8K Hold
36
– – ﹤0.01% 1266
2025
Q1 		$2.27K Buy
36
+16
+80% +$1.23K ﹤0.01% 1178
2024
Q4 		$1.67K Hold
20
– – ﹤0.01% 1263
2024
Q3 		$1.86K Hold
20
– – ﹤0.01% 1225
2024
Q2 		$1.76K Hold
20
– – ﹤0.01% 1199
2024
Q1 		$2.1K Hold
20
– – ﹤0.01% 1083
2023
Q4 		$1.92K Sell
20
-1
-5% -$87 ﹤0.01% 1129
2023
Q3 		$1.72K Hold
21
– – ﹤0.01% 1102
2023
Q2 		$1.59K Sell
21
-3
-13% -$216 ﹤0.01% 1185
2023
Q1 		$1.98K Hold
24
– – ﹤0.01% 1038
2022
Q4 		$1.96K Hold
24
– – ﹤0.01% 1083
2022
Q3 		$2K Buy
+24
New +$2.33K ﹤0.01% 926
2018
Q2 		– Sell
-95
Closed -$8K – 847
2018
Q1 		$8K Sell
95
-50
-34% -$3.74K ﹤0.01% 563
2017
Q4 		$9K Hold
145
– – ﹤0.01% 551
2017
Q3 		$8K Hold
145
– – ﹤0.01% 561
2017
Q2 		$8K Hold
145
– – ﹤0.01% 551
2017
Q1 		$7K Hold
145
– – ﹤0.01% 540
2016
Q4 		$6K Hold
145
– – ﹤0.01% 612
2016
Q3 		$5K Hold
145
– – ﹤0.01% 591
2016
Q2 		$5K Buy
+145
New +$5.33K ﹤0.01% 555

Other funds holding EFOR

Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
NG
Norden Group Provo, Utah $1.22B AUM 36.64% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
DWM
Drive Wealth Management Lehi, Utah $561M AUM 33.14% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Farmers & Merchants Investments Inc's EFOR Position: Q2 2026 in Review

Farmers & Merchants Investments Inc reduced its Everforth Inc (EFOR) stake by 50% in Q2 2026, selling an estimated $489 and leaving 20 shares worth $357. The position accounts for ﹤0.01% of the portfolio, ranked #1726.

Farmers & Merchants Investments Inc first reported a position in EFOR in Q2 2016 and has held it in 24 quarters since. The position peaked at $9K in Q4 2017. 59 funds tracked by Wall St. Rank hold EFOR as of Q2 2026.

  • Farmers & Merchants Investments Inc held 20 shares of Everforth Inc worth $357 as of Q2 2026.
  • Farmers & Merchants Investments Inc sold 20 Everforth Inc shares in Q2 2026, an estimated $489.
  • Everforth Inc made up ﹤0.01% of Farmers & Merchants Investments Inc's portfolio in Q2 2026, its #1726 holding.
  • Farmers & Merchants Investments Inc first reported a position in Everforth Inc in Q2 2016 and has held it in 24 quarters since.
  • Farmers & Merchants Investments Inc's Everforth Inc position peaked at $9K in Q4 2017.
  • 59 funds tracked by Wall St. Rank held Everforth Inc as of Q2 2026.

Based on Farmers & Merchants Investments Inc's 13F filing for Q2 2026, filed 20 Jul 2026.