HCMT
EFOR

Highland Capital Management (Tennessee)’s Everforth Inc EFOR Stock Holding History

Highland Capital Management (Tennessee)’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 		– Sell
-12,269
Closed -$475K – 416
2026
Q1 		$475K Buy
+12,269
New +$547K 0.03% 318

Other funds holding EFOR

Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
BFG
Bleakley Financial Group Fairfield, New Jersey $7.85B AUM 31.48% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
NG
Norden Group Provo, Utah $1.22B AUM 36.64% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
DWM
Drive Wealth Management Lehi, Utah $561M AUM 33.14% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return

Highland Capital Management (Tennessee)'s EFOR Position: Q2 2026 in Review

Highland Capital Management (Tennessee) sold out of Everforth Inc (EFOR) in Q2 2026, closing a stake of 12,269 shares — an estimated $475K sold.

Highland Capital Management (Tennessee) first reported a position in EFOR in Q1 2026 and held it in 1 quarter. The position peaked at $475K in Q1 2026. 67 funds tracked by Wall St. Rank hold EFOR as of Q2 2026.

  • Highland Capital Management (Tennessee) reported no remaining Everforth Inc position as of Q2 2026 after selling out during the quarter.
  • Highland Capital Management (Tennessee) sold 12,269 Everforth Inc shares in Q2 2026, an estimated $475K.
  • Highland Capital Management (Tennessee) first reported a position in Everforth Inc in Q1 2026 and held it in 1 quarter.
  • Highland Capital Management (Tennessee)'s Everforth Inc position peaked at $475K in Q1 2026.
  • 67 funds tracked by Wall St. Rank held Everforth Inc as of Q2 2026.

Based on Highland Capital Management (Tennessee)'s 13F filing for Q2 2026, filed 21 Jul 2026.