Franklin Resources
EFOR

Franklin Resources’s Everforth Inc EFOR Stock Holding History

Franklin Resources’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
Q1 		$580K Buy
+14,994
New +$668K ﹤0.01% 2411
2022
Q2 		– Sell
-1,847
Closed -$216K – 2367
2022
Q1 		$216K Buy
+1,847
New +$209K ﹤0.01% 2134

Other funds holding EFOR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

Franklin Resources's EFOR Position: Q1 2026 in Review

Franklin Resources opened a new position in Everforth Inc (EFOR) in Q1 2026: 14,994 shares worth $580K. The stake represents ﹤0.01% of the portfolio and ranks #2411 among its holdings. This is a return to the name: Franklin Resources previously reported a position in EFOR as recently as Q1 2022.

Franklin Resources first reported a position in EFOR in Q1 2022 and has held it in 2 quarters since. 249 funds tracked by Wall St. Rank hold EFOR as of Q1 2026.

  • Franklin Resources held 14,994 shares of Everforth Inc worth $580K as of Q1 2026.
  • Everforth Inc was a new Franklin Resources position in Q1 2026.
  • Everforth Inc made up ﹤0.01% of Franklin Resources's portfolio in Q1 2026, its #2411 holding.
  • Franklin Resources first reported a position in Everforth Inc in Q1 2022 and has held it in 2 quarters since.
  • 249 funds tracked by Wall St. Rank held Everforth Inc as of Q1 2026.

Based on Franklin Resources's 13F filing for Q1 2026, filed 13 May 2026.