GFA
EFOR

Godfrey Financial Associates’s Everforth Inc EFOR Stock Holding History

Godfrey Financial Associates’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 		$929 Hold
52
– – ﹤0.01% 803
2026
Q1 		$2.01K Hold
52
– – ﹤0.01% 651
2025
Q4 		$2.5K Buy
+52
New +$2.4K ﹤0.01% 600

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

Godfrey Financial Associates's EFOR Position: Q2 2026 in Review

Godfrey Financial Associates held its Everforth Inc (EFOR) position steady in Q2 2026 at 52 shares worth $929. The position accounts for ﹤0.01% of the portfolio, ranked #803.

Godfrey Financial Associates first reported a position in EFOR in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.5K in Q4 2025. 247 funds tracked by Wall St. Rank hold EFOR as of Q2 2026.

  • Godfrey Financial Associates held 52 shares of Everforth Inc worth $929 as of Q2 2026.
  • Godfrey Financial Associates left its Everforth Inc share count unchanged in Q2 2026.
  • Everforth Inc made up ﹤0.01% of Godfrey Financial Associates's portfolio in Q2 2026, its #803 holding.
  • Godfrey Financial Associates first reported a position in Everforth Inc in Q4 2025 and has held it in 3 quarters since.
  • Godfrey Financial Associates's Everforth Inc position peaked at $2.5K in Q4 2025.
  • 247 funds tracked by Wall St. Rank held Everforth Inc as of Q2 2026.

Based on Godfrey Financial Associates's 13F filing for Q2 2026, filed 11 Aug 2026.