JFS Wealth Advisors
EFOR icon

JFS Wealth Advisors’s Everforth Inc EFOR Stock Holding History

JFS Wealth Advisors’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
Q3 		$790 Sell
24
-6
-20% -$167 ﹤0.01% 1830
2026
Q2 		$537 Buy
30
+20
+200% +$489 ﹤0.01% 1943
2026
Q1 		$388 Hold
10
– – ﹤0.01% 1787
2025
Q4 		$482 Buy
+10
New +$461 ﹤0.01% 1808
2025
Q2 		– Sell
-31
Closed -$1.95K – 1872
2025
Q1 		$1.95K Sell
31
-4
-11% -$308 ﹤0.01% 1474
2024
Q4 		$2.92K Buy
35
+7
+25% +$639 ﹤0.01% 1330
2024
Q3 		$2.61K Buy
28
+5
+22% +$464 ﹤0.01% 1381
2024
Q2 		$2.03K Hold
23
– – ﹤0.01% 1423
2024
Q1 		$2.41K Hold
23
– – ﹤0.01% 1377
2023
Q4 		$2.21K Sell
23
-13
-36% -$1.14K ﹤0.01% 1386
2023
Q3 		$2.94K Buy
36
+9
+33% +$717 ﹤0.01% 1216
2023
Q2 		$2.04K Buy
27
+8
+42% +$575 ﹤0.01% 1380
2023
Q1 		$1.57K Sell
19
-13
-41% -$1.13K ﹤0.01% 1452
2022
Q4 		$2.61K Hold
32
– – ﹤0.01% 1262
2022
Q3 		$3K Buy
32
+30
+1,500% +$2.91K ﹤0.01% 1136
2022
Q2 		$0 Sell
2
-28
-93% -$2.87K ﹤0.01% 1725
2022
Q1 		$4K Buy
30
+17
+131% +$1.93K ﹤0.01% 1108
2021
Q4 		$2K Buy
+13
New +$1.59K ﹤0.01% 1024

Other funds holding EFOR

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
New South Capital Management
New South Capital Management Memphis, Tennessee $1.53B AUM 36.31% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada $45.4B AUM 34.02% 1-Year Est. Return

JFS Wealth Advisors's EFOR Position: Q3 2026 in Review

JFS Wealth Advisors reduced its Everforth Inc (EFOR) stake by 20% in Q3 2026, selling an estimated $167 and leaving 24 shares worth $790. The position accounts for ﹤0.01% of the portfolio, ranked #1830.

JFS Wealth Advisors first reported a position in EFOR in Q4 2021 and has held it in 18 quarters since. The position peaked at $4K in Q1 2022. 156 funds tracked by Wall St. Rank hold EFOR as of Q3 2026.

  • JFS Wealth Advisors held 24 shares of Everforth Inc worth $790 as of Q3 2026.
  • JFS Wealth Advisors sold 6 Everforth Inc shares in Q3 2026, an estimated $167.
  • Everforth Inc made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q3 2026, its #1830 holding.
  • JFS Wealth Advisors first reported a position in Everforth Inc in Q4 2021 and has held it in 18 quarters since.
  • JFS Wealth Advisors's Everforth Inc position peaked at $4K in Q1 2022.
  • 156 funds tracked by Wall St. Rank held Everforth Inc as of Q3 2026.

Based on JFS Wealth Advisors's 13F filing for Q3 2026, filed 3 Nov 2026.