Farther Finance Advisors’s Everforth Inc EFOR Stock Holding History

Farther Finance Advisors’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	$6.76K	Buy	377 +113	+43%	+$2.76K	﹤0.01%	4632
2026 Q1	$10.2K	Sell	264 -79	-23%	-$3.52K	﹤0.01%	4105
2025 Q4	$16.5K	Buy	343 +222	+183%	+$10.2K	﹤0.01%	3564
2025 Q3	$5.73K	Buy	121 +85	+236%	+$4.34K	﹤0.01%	3699
2025 Q2	$1.8K	Sell	36 -9	-20%	-$492	﹤0.01%	3736
2025 Q1	$2.82K	Buy	45 +2	+5%	+$154	﹤0.01%	3256
2024 Q4	$3.58K	Sell	43 -16	-27%	-$1.46K	﹤0.01%	2797
2024 Q3	$5.5K	Sell	59 -3	-5%	-$278	﹤0.01%	2600
2024 Q2	$5.38K	Buy	62 +19	+44%	+$1.81K	﹤0.01%	2366
2024 Q1	$4.4K	Hold	43	–	–	﹤0.01%	2133
2023 Q4	$4.13K	Buy	+43	New	+$3.75K	﹤0.01%	2065
2023 Q2	–	Sell	-2	Closed	-$165	–	2502
2023 Q1	$165	Hold	2	–	–	﹤0.01%	2227
2022 Q4	$163	Buy	+2	New	+$175	﹤0.01%	2071

Other funds holding EFOR

ETC

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

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

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

WPC

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

MFG

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

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

LSERS

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

SOADOR

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

AWP

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

Farther Finance Advisors's EFOR Position: Q2 2026 in Review

Farther Finance Advisors increased its Everforth Inc (EFOR) stake by 43% in Q2 2026, buying an estimated $2.76K and bringing the position to 377 shares worth $6.76K. The position accounts for ﹤0.01% of the portfolio, ranked #4632.

Farther Finance Advisors first reported a position in EFOR in Q4 2022 and has held it in 13 quarters since. The position peaked at $16.5K in Q4 2025. 36 funds tracked by Wall St. Rank hold EFOR as of Q2 2026.

Farther Finance Advisors held 377 shares of Everforth Inc worth $6.76K as of Q2 2026.
Farther Finance Advisors bought 113 Everforth Inc shares in Q2 2026, an estimated $2.76K.
Everforth Inc made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #4632 holding.
Farther Finance Advisors first reported a position in Everforth Inc in Q4 2022 and has held it in 13 quarters since.
Farther Finance Advisors's Everforth Inc position peaked at $16.5K in Q4 2025.
36 funds tracked by Wall St. Rank held Everforth Inc as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.