First Horizon Advisors’s Everforth Inc EFOR Stock Holding History

First Horizon 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
2025 Q2	$2.75K	Buy	55 +12	+28%	+$656	﹤0.01%	1972
2025 Q1	$2.71K	Buy	43 +29	+207%	+$2.23K	﹤0.01%	1930
2024 Q4	$1.17K	Sell	14 -4	-22%	-$365	﹤0.01%	2077
2024 Q3	$1.68K	Sell	18 -3	-14%	-$278	﹤0.01%	2042
2024 Q2	$1.85K	Hold	21	–	–	﹤0.01%	1995
2024 Q1	$2.2K	Sell	21 -2	-9%	-$193	﹤0.01%	2009
2023 Q4	$2.21K	Buy	23 +6	+35%	+$524	﹤0.01%	2005
2023 Q3	$1.39K	Sell	17 -11	-39%	-$876	﹤0.01%	2095
2023 Q2	$2.12K	Buy	28 +14	+100%	+$1.01K	﹤0.01%	2053
2023 Q1	$1.16K	Hold	14	–	–	﹤0.01%	2226
2022 Q4	$1.14K	Sell	14 -10	-42%	-$877	﹤0.01%	2204
2022 Q3	$2K	Buy	24 +10	+71%	+$970	﹤0.01%	1967
2022 Q2	$1K	Sell	14 -4	-22%	-$410	﹤0.01%	2175
2022 Q1	$2K	Hold	18	–	–	﹤0.01%	1424
2021 Q4	$2K	Hold	18	–	–	﹤0.01%	1953
2021 Q3	$2K	Buy	+18	New	+$1.89K	﹤0.01%	1947
2021 Q2	–	Sell	-2	Closed	–	–	1961
2021 Q1	$0	Buy	+2	New	+$185	﹤0.01%	1885
2019 Q3	–	Sell	-346	Closed	-$21K	–	1525
2019 Q2	$21K	Hold	346	–	–	﹤0.01%	853
2019 Q1	$22K	Hold	346	–	–	﹤0.01%	793
2018 Q4	$19K	Hold	346	–	–	﹤0.01%	803
2018 Q3	$27K	Hold	346	–	–	﹤0.01%	767
2018 Q2	$27K	Hold	346	–	–	﹤0.01%	784
2018 Q1	$28K	Hold	346	–	–	﹤0.01%	674
2017 Q4	$22K	Hold	346	–	–	﹤0.01%	792
2017 Q3	$19K	Hold	346	–	–	﹤0.01%	796
2017 Q2	$19K	Hold	346	–	–	﹤0.01%	800
2017 Q1	$17K	Hold	346	–	–	﹤0.01%	856
2016 Q4	$13K	Hold	346	–	–	﹤0.01%	914
2016 Q3	$13K	Buy	+346	New	+$12.9K	﹤0.01%	906

Other funds holding EFOR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

First Horizon Advisors's EFOR Position: Q2 2025 in Review

First Horizon Advisors increased its Everforth Inc (EFOR) stake by 28% in Q2 2025, buying an estimated $656 and bringing the position to 55 shares worth $2.75K. The position accounts for ﹤0.01% of the portfolio, ranked #1972.

First Horizon Advisors first reported a position in EFOR in Q3 2016 and has held it in 29 quarters since. The position peaked at $28K in Q1 2018. 287 funds tracked by Wall St. Rank hold EFOR as of Q2 2025.

First Horizon Advisors held 55 shares of Everforth Inc worth $2.75K as of Q2 2025.
First Horizon Advisors bought 12 Everforth Inc shares in Q2 2025, an estimated $656.
Everforth Inc made up ﹤0.01% of First Horizon Advisors's portfolio in Q2 2025, its #1972 holding.
First Horizon Advisors first reported a position in Everforth Inc in Q3 2016 and has held it in 29 quarters since.
First Horizon Advisors's Everforth Inc position peaked at $28K in Q1 2018.
287 funds tracked by Wall St. Rank held Everforth Inc as of Q2 2025.

Based on First Horizon Advisors's 13F filing for Q2 2025, filed 6 Aug 2025.