HM Payson & Co’s Everforth Inc EFOR Stock Holding History

HM Payson & Co’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 Q3	–	Sell	-935	Closed	-$46.7K	–	1094
2025 Q2	$46.7K	Hold	935	–	–	﹤0.01%	660
2025 Q1	$58.9K	Hold	935	–	–	﹤0.01%	623
2024 Q4	$77.9K	Hold	935	–	–	﹤0.01%	573
2024 Q3	$87.2K	Hold	935	–	–	﹤0.01%	542
2024 Q2	$82.4K	Hold	935	–	–	﹤0.01%	527
2024 Q1	$98K	Hold	935	–	–	﹤0.01%	506
2023 Q4	$89.9K	Hold	935	–	–	﹤0.01%	509
2023 Q3	$76.4K	Hold	935	–	–	﹤0.01%	516
2023 Q2	$70.7K	Hold	935	–	–	﹤0.01%	531
2023 Q1	$77.3K	Hold	935	–	–	﹤0.01%	511
2022 Q4	$76.2K	Hold	935	–	–	﹤0.01%	503
2022 Q3	$84K	Hold	935	–	–	﹤0.01%	492
2022 Q2	$84K	Hold	935	–	–	﹤0.01%	493
2022 Q1	$109K	Hold	935	–	–	﹤0.01%	479
2021 Q4	$115K	Hold	935	–	–	﹤0.01%	476
2021 Q3	$106K	Hold	935	–	–	﹤0.01%	468
2021 Q2	$91K	Hold	935	–	–	﹤0.01%	492
2021 Q1	$89K	Hold	935	–	–	﹤0.01%	501
2020 Q4	$78K	Hold	935	–	–	﹤0.01%	515
2020 Q3	$59K	Hold	935	–	–	﹤0.01%	529
2020 Q2	$62K	Hold	935	–	–	﹤0.01%	492
2020 Q1	$33K	Buy	+935	New	+$53K	﹤0.01%	552

Other funds holding EFOR

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

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

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

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

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

HM Payson & Co's EFOR Position: Q3 2025 in Review

HM Payson & Co sold out of Everforth Inc (EFOR) in Q3 2025, closing a stake of 935 shares — an estimated $46.7K sold.

HM Payson & Co first reported a position in EFOR in Q1 2020 and held it in 22 quarters. The position peaked at $115K in Q4 2021. 298 funds tracked by Wall St. Rank hold EFOR as of Q3 2025.

HM Payson & Co reported no remaining Everforth Inc position as of Q3 2025 after selling out during the quarter.
HM Payson & Co sold 935 Everforth Inc shares in Q3 2025, an estimated $46.7K.
HM Payson & Co first reported a position in Everforth Inc in Q1 2020 and held it in 22 quarters.
HM Payson & Co's Everforth Inc position peaked at $115K in Q4 2021.
298 funds tracked by Wall St. Rank held Everforth Inc as of Q3 2025.

Based on HM Payson & Co's 13F filing for Q3 2025, filed 17 Oct 2025.