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
Q2 		$610K Buy
34,121
+19,127
+128% +$467K ﹤0.01% 2498
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Franklin Resources's EFOR Position: Q2 2026 in Review

Franklin Resources increased its Everforth Inc (EFOR) stake by 128% in Q2 2026, buying an estimated $467K and bringing the position to 34,121 shares worth $610K. The position accounts for ﹤0.01% of the portfolio, ranked #2498.

Franklin Resources first reported a position in EFOR in Q1 2022 and has held it in 3 quarters since. 247 funds tracked by Wall St. Rank hold EFOR as of Q2 2026.

  • Franklin Resources held 34,121 shares of Everforth Inc worth $610K as of Q2 2026.
  • Franklin Resources bought 19,127 Everforth Inc shares in Q2 2026, an estimated $467K.
  • Everforth Inc made up ﹤0.01% of Franklin Resources's portfolio in Q2 2026, its #2498 holding.
  • Franklin Resources first reported a position in Everforth Inc in Q1 2022 and has held it in 3 quarters since.
  • 247 funds tracked by Wall St. Rank held Everforth Inc as of Q2 2026.

Based on Franklin Resources's 13F filing for Q2 2026, filed 13 Aug 2026.