Financial Consulate’s Everforth Inc EFOR Stock Holding History

Financial Consulate’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	$1.38K	Buy	+42	New	+$1.17K	﹤0.01%	1219

Other funds holding EFOR

SummerHaven Investment Management Stamford, Connecticut $179M AUM 57.61% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

Norden Group Provo, Utah $1.33B AUM 30.5% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return

Harbor Capital Advisors Chicago, Illinois $1.48B AUM 30.88% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

Financial Consulate's EFOR Position: Q3 2026 in Review

Financial Consulate opened a new position in Everforth Inc (EFOR) in Q3 2026: 42 shares worth $1.38K. The stake represents ﹤0.01% of the portfolio and ranks #1219 among its holdings.

50 funds tracked by Wall St. Rank hold EFOR as of Q3 2026.

Financial Consulate held 42 shares of Everforth Inc worth $1.38K as of Q3 2026.
Everforth Inc was a new Financial Consulate position in Q3 2026.
Everforth Inc made up ﹤0.01% of Financial Consulate's portfolio in Q3 2026, its #1219 holding.
50 funds tracked by Wall St. Rank held Everforth Inc as of Q3 2026.

Based on Financial Consulate's 13F filing for Q3 2026, filed 23 Oct 2026.