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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
Q2 		$36 Buy
+2
New +$49 ﹤0.01% 952
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 $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

Freestone Grove Partners's EFOR Position: Q2 2026 in Review

Freestone Grove Partners opened a new position in Everforth Inc (EFOR) in Q2 2026: 2 shares worth $36. The stake represents ﹤0.01% of the portfolio and ranks #952 among its holdings. This is a return to the name: Freestone Grove Partners previously reported a position in EFOR as recently as Q4 2025.

Freestone Grove Partners first reported a position in EFOR in Q2 2025 and has held it in 3 quarters since. The position peaked at $4.88M in Q4 2025. 247 funds tracked by Wall St. Rank hold EFOR as of Q2 2026.

  • Freestone Grove Partners held 2 shares of Everforth Inc worth $36 as of Q2 2026.
  • Everforth Inc was a new Freestone Grove Partners position in Q2 2026.
  • Everforth Inc made up ﹤0.01% of Freestone Grove Partners's portfolio in Q2 2026, its #952 holding.
  • Freestone Grove Partners first reported a position in Everforth Inc in Q2 2025 and has held it in 3 quarters since.
  • Freestone Grove Partners's Everforth Inc position peaked at $4.88M in Q4 2025.
  • 247 funds tracked by Wall St. Rank held Everforth Inc as of Q2 2026.

Based on Freestone Grove Partners's 13F filing for Q2 2026, filed 14 Aug 2026.