FGP
EFOR

Freestone Grove Partners’s Everforth Inc EFOR Stock Holding History

Freestone Grove Partners’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 		– Sell
-101,409
Closed -$4.88M – 984
2025
Q4 		$4.88M Buy
+101,409
New +$4.67M 0.04% 350
2025
Q3 		– Sell
-12,951
Closed -$647K – 703
2025
Q2 		$647K Buy
+12,951
New +$708K ﹤0.01% 493

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

Freestone Grove Partners's EFOR Position: Q1 2026 in Review

Freestone Grove Partners sold out of Everforth Inc (EFOR) in Q1 2026, closing a stake of 101,409 shares — an estimated $4.88M sold.

Freestone Grove Partners first reported a position in EFOR in Q2 2025 and held it in 2 quarters. The position peaked at $4.88M in Q4 2025. 249 funds tracked by Wall St. Rank hold EFOR as of Q1 2026.

  • Freestone Grove Partners reported no remaining Everforth Inc position as of Q1 2026 after selling out during the quarter.
  • Freestone Grove Partners sold 101,409 Everforth Inc shares in Q1 2026, an estimated $4.88M.
  • Freestone Grove Partners first reported a position in Everforth Inc in Q2 2025 and held it in 2 quarters.
  • Freestone Grove Partners's Everforth Inc position peaked at $4.88M in Q4 2025.
  • 249 funds tracked by Wall St. Rank held Everforth Inc as of Q1 2026.

Based on Freestone Grove Partners's 13F filing for Q1 2026, filed 15 May 2026.