JSAM
EFOR

J. Safra Asset Management’s Everforth Inc EFOR Stock Holding History

J. Safra Asset Management’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
Q4 		– Sell
-59
Closed -$2.79K – 627
2025
Q3 		$2.79K Sell
59
-296
-83% -$15.1K ﹤0.01% 357
2025
Q2 		$17.7K Sell
355
-133
-27% -$7.27K ﹤0.01% 257
2025
Q1 		$30.8K Buy
488
+60
+14% +$4.62K ﹤0.01% 211
2024
Q4 		$35.7K Buy
428
+139
+48% +$12.7K ﹤0.01% 211
2024
Q3 		$27K Buy
289
+257
+803% +$23.8K ﹤0.01% 187
2024
Q2 		$2.82K Buy
+32
New +$3.06K ﹤0.01% 196

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
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM
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

J. Safra Asset Management's EFOR Position: Q4 2025 in Review

J. Safra Asset Management sold out of Everforth Inc (EFOR) in Q4 2025, closing a stake of 59 shares — an estimated $2.79K sold.

J. Safra Asset Management first reported a position in EFOR in Q2 2024 and held it in 6 quarters. The position peaked at $35.7K in Q4 2024. 275 funds tracked by Wall St. Rank hold EFOR as of Q4 2025.

  • J. Safra Asset Management reported no remaining Everforth Inc position as of Q4 2025 after selling out during the quarter.
  • J. Safra Asset Management sold 59 Everforth Inc shares in Q4 2025, an estimated $2.79K.
  • J. Safra Asset Management first reported a position in Everforth Inc in Q2 2024 and held it in 6 quarters.
  • J. Safra Asset Management's Everforth Inc position peaked at $35.7K in Q4 2024.
  • 275 funds tracked by Wall St. Rank held Everforth Inc as of Q4 2025.

Based on J. Safra Asset Management's 13F filing for Q4 2025, filed 11 Feb 2026.