Hantz Financial Services’s Everforth Inc EFOR Stock Holding History

Hantz Financial Services’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	$47K	Sell	1,212 -96	-7%	-$4.28K	﹤0.01%	1578
2025 Q4	$63K	Buy	1,308 +923	+240%	+$42.5K	﹤0.01%	1336
2025 Q3	$18K	Buy	385 +290	+305%	+$14.8K	﹤0.01%	1596
2025 Q2	$5K	Buy	95 +87	+1,088%	+$4.75K	﹤0.01%	1727
2025 Q1	$1K	Buy	+8	New	+$616	﹤0.01%	1466
2024 Q2	–	Sell	-215	Closed	-$23K	–	1063
2024 Q1	$23K	Buy	215 +190	+760%	+$18.4K	﹤0.01%	730
2023 Q4	$2K	Sell	25 -5,040	-100%	-$440K	﹤0.01%	1011
2023 Q3	$414K	Buy	+5,065	New	+$403K	0.01%	495

Other funds holding EFOR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

Hantz Financial Services's EFOR Position: Q1 2026 in Review

Hantz Financial Services reduced its Everforth Inc (EFOR) stake by 7.3% in Q1 2026, selling an estimated $4.28K and leaving 1,212 shares worth $47K. The position accounts for ﹤0.01% of the portfolio, ranked #1578.

Hantz Financial Services first reported a position in EFOR in Q3 2023 and has held it in 8 quarters since. The position peaked at $414K in Q3 2023. 249 funds tracked by Wall St. Rank hold EFOR as of Q1 2026.

Hantz Financial Services held 1,212 shares of Everforth Inc worth $47K as of Q1 2026.
Hantz Financial Services sold 96 Everforth Inc shares in Q1 2026, an estimated $4.28K.
Everforth Inc made up ﹤0.01% of Hantz Financial Services's portfolio in Q1 2026, its #1578 holding.
Hantz Financial Services first reported a position in Everforth Inc in Q3 2023 and has held it in 8 quarters since.
Hantz Financial Services's Everforth Inc position peaked at $414K in Q3 2023.
249 funds tracked by Wall St. Rank held Everforth Inc as of Q1 2026.

Based on Hantz Financial Services's 13F filing for Q1 2026, filed 1 May 2026.