GFPC
EFOR

Global Financial Private Client’s Everforth Inc EFOR Stock Holding History

Global Financial Private Client’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 		– Sell
-5
Closed -$315 – 322
2025
Q1 		$315 Buy
5
+2
+67% +$154 ﹤0.01% 1428
2024
Q4 		$250 Buy
+3
New +$274 ﹤0.01% 1182

Other funds holding EFOR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

Global Financial Private Client's EFOR Position: Q2 2025 in Review

Global Financial Private Client sold out of Everforth Inc (EFOR) in Q2 2025, closing a stake of 5 shares — an estimated $315 sold.

Global Financial Private Client first reported a position in EFOR in Q4 2024 and held it in 2 quarters. The position peaked at $315 in Q1 2025. 287 funds tracked by Wall St. Rank hold EFOR as of Q2 2025.

  • Global Financial Private Client reported no remaining Everforth Inc position as of Q2 2025 after selling out during the quarter.
  • Global Financial Private Client sold 5 Everforth Inc shares in Q2 2025, an estimated $315.
  • Global Financial Private Client first reported a position in Everforth Inc in Q4 2024 and held it in 2 quarters.
  • Global Financial Private Client's Everforth Inc position peaked at $315 in Q1 2025.
  • 287 funds tracked by Wall St. Rank held Everforth Inc as of Q2 2025.

Based on Global Financial Private Client's 13F filing for Q2 2025, filed 10 Jul 2025.