Jones Financial Companies’s Everforth Inc EFOR Stock Holding History

Jones Financial Companies’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	$28.8K	Buy	766 +480	+168%	+$21.4K	﹤0.01%	3146
2025 Q4	$13.8K	Buy	286 +106	+59%	+$4.89K	﹤0.01%	3090
2025 Q3	$8.62K	Sell	180 -102	-36%	-$5.2K	﹤0.01%	3139
2025 Q2	$14.2K	Sell	282 -583	-67%	-$31.9K	﹤0.01%	2740
2025 Q1	$54.5K	Buy	865 +96	+12%	+$7.39K	﹤0.01%	2023
2024 Q4	$64.1K	Buy	769 +719	+1,438%	+$65.7K	﹤0.01%	1783
2024 Q3	$4.67K	Buy	+50	New	+$4.64K	﹤0.01%	2469
2023 Q1	–	Sell	-64	Closed	-$5K	–	583
2022 Q4	$5K	Hold	64	–	–	﹤0.01%	535
2022 Q3	$6K	Hold	64	–	–	﹤0.01%	463
2022 Q2	$6K	Hold	64	–	–	﹤0.01%	522
2022 Q1	$7K	Hold	64	–	–	﹤0.01%	538
2021 Q4	$8K	Buy	+64	New	+$7.83K	﹤0.01%	577

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

Jones Financial Companies's EFOR Position: Q1 2026 in Review

Jones Financial Companies increased its Everforth Inc (EFOR) stake by 168% in Q1 2026, buying an estimated $21.4K and bringing the position to 766 shares worth $28.8K. The position accounts for ﹤0.01% of the portfolio, ranked #3146.

Jones Financial Companies first reported a position in EFOR in Q4 2021 and has held it in 12 quarters since. The position peaked at $64.1K in Q4 2024. 249 funds tracked by Wall St. Rank hold EFOR as of Q1 2026.

Jones Financial Companies held 766 shares of Everforth Inc worth $28.8K as of Q1 2026.
Jones Financial Companies bought 480 Everforth Inc shares in Q1 2026, an estimated $21.4K.
Everforth Inc made up ﹤0.01% of Jones Financial Companies's portfolio in Q1 2026, its #3146 holding.
Jones Financial Companies first reported a position in Everforth Inc in Q4 2021 and has held it in 12 quarters since.
Jones Financial Companies's Everforth Inc position peaked at $64.1K in Q4 2024.
249 funds tracked by Wall St. Rank held Everforth Inc as of Q1 2026.

Based on Jones Financial Companies's 13F filing for Q1 2026, filed 15 May 2026.